Perspectives

News, updates and perspectives on managed accounts

Market Monitor – 2024: Great returns from almost all asset classes despite constant recession fear

Market Monitor – 2024: Great returns from almost all asset classes despite constant recession fear

09 January 2025

"Despite continual tiresome warnings of a USA-led global recession from economists & market ‘experts’, plus a host of other threats - almost all of the main asset classes did well...

Enhancements to MyNorth Sustainable managed portfolios to lift sustainability footprint and diversification

Enhancements to MyNorth Sustainable managed portfolios to lift sustainability footprint and diversification

19 December 2024

AMP announces enhancements to its MyNorth Sustainable managed portfolios, which as a core ESG principle invest in funds where managers influence the companies they invest in regard to environmental, social...

Emerging markets: A once in a generation opportunity

Emerging markets: A once in a generation opportunity

17 December 2024

Monik Kotecha (Insync Funds Management) and Chad Hitzeman (Global X) discuss the place of Asia and emerging markets in a portfolio of global investments.  

Big changes in the world since Trump 1.0 – Part 1: Growth picture

Big changes in the world since Trump 1.0 – Part 1: Growth picture

02 December 2024

Ashley Owen says the ‘big picture’ has changed for long term investors and looks at some big changes in the world since Trump's re-election that impact investors everywhere.

Portfolio considerations outside listed markets

Portfolio considerations outside listed markets

30 November 2024

Investing outside of listed markets can provide investors with opportunities, Rebecca Jacques (Mercer) and Graeme Bibby (Partners Wealth Group) consider unlisted illiquid assets as part of a portfolio allocation.  

Manager experience key in private markets

Manager experience key in private markets

26 November 2024

Fred Pollock (GCM Grosvenor), Hagai Netser (Koda Capital), & Nehemiah Richardson (Pengana Credit) explore the opportunity to enhance returns & the challenges of implementing private market assets in portfolios.  

Real assets: A positive long-term story

Real assets: A positive long-term story

25 November 2024

Mary Power (JANA Investment Advisers), Michael Sheffield (Dexus), and Campbell Ross (Octopus Investments) discuss real assets as a natural inclusion for portfolios  

October 2024 snapshot: shares & bonds fall as Trump takes lead

October 2024 snapshot: shares & bonds fall as Trump takes lead

16 November 2024

Ashley Owen's snapshot on global markets for Aussie investors – including Top 5 factors moving markets & covering Australian & US share markets, short & long-term interest rates, plus the...

Investing post the U.S. Presidential election

Investing post the U.S. Presidential election

10 November 2024

Toby Lewis (Harbour Reach), Grant Feng (Vanguard), Brad Amoils (Axiom Investors), and Steve Malin (Vinva Investment Management) unpack the 2024 U.S. election result and explore what this means for investment...

A synchronised approach to monetary policy

A synchronised approach to monetary policy

10 November 2024

Grant Feng (Vanguard) shares some of the latest insights from Vanguard in relation to its global economic and market outlook.  

Fixed income in a period of uncertainty

Fixed income in a period of uncertainty

21 October 2024

Michael Frearson (Real Asset Management) and Dale Pereira (Pendal) discuss how advisers and portfolio managers should manage the fixed income component of their portfolios  in an environment where inflation is...

Navigating the headwinds of global equities

Navigating the headwinds of global equities

21 October 2024

Tim Richardson (Pengana), Hugh MacNally (Private Portfolio Managers), and James Harwood (Russell Investments) discuss opportunities & risks when allocating to global equities for access to sectors/ regions.  

A targeted approach to Australian equities

A targeted approach to Australian equities

14 October 2024

John Guadagnuolo (Antares Equities), Melinda White (Longwave Capital), and Martin Crabb (Shaw and Partners) share their thoughts on Australian equities in a sticky inflationary environment.  

Alternatives: A portfolio diversifier

Alternatives: A portfolio diversifier

14 October 2024

Frederick Pollock (GCM Grosvenor), Alexander Chambers (Wellington Management), and Kieran Canavan (Centric) believe there’s a lot to like about alternatives, particularly in multi-strategy portfolios.  

IMAP announces that Managed Account FUM reached $205.58 bn as at 30 June 2024

IMAP announces that Managed Account FUM reached $205.58 bn as at 30 June 2024

11 October 2024

IMAP jointly with Milliman announces that Managed Account FUM reached $205.58 bn as at 30 June 2024 with reported $15bn of new inflows and steady investment performance.  

Eyeing off the opportunities in property

Eyeing off the opportunities in property

08 October 2024

Real assets are making a comeback, fuelled by Australia’s surging population growth. Chris Davitt (Dexus) and Jennifer Cowan (JANA Investment Advisers) discuss the outlook for property moving forward  

Picking a good private credit option

Picking a good private credit option

08 October 2024

Alex Ramsay (Infradebt), Theo Calligeris (Realm Investment House), and Tom Schubert (Drummond Capital Partners) share their insights into how they’re thinking about portfolio construction when picking a good private credit...

Managing the growth allocation

Managing the growth allocation

08 October 2024

Scott Bender (DNR Capital), Andrew McKie (Elston), Warryn Roberston (Lazard Asset Management) and Sam Ruiz (T. Rowe Price) identify some of the issues and opportunities investors should consider when allocating...

Bonds are back, but are less reliable

Bonds are back, but are less reliable

08 October 2024

Richard Rauch (Brandywine Global Investment Management) and Dominic McCormick discuss the outlook for medium-term returns, and what this means for positioning portfolios from a global perspective.  

Going the distance with retirement portfolios

Going the distance with retirement portfolios

08 October 2024

Building retirement portfolios to withstand market volatility in a fluid markets is a great challenges facing advisers and Victor Huang (Milliman) and Tim Cook (Russell Investments) discuss their approaches.  

Three quarter time score check – 2024: Great returns despite constant recession fear mongering

Three quarter time score check – 2024: Great returns despite constant recession fear mongering

07 October 2024

"Despite continual threatning market messages - almost all of the main asset classes are doing  well this year, beating inflation, and most are even doing better than their long-term averages",...

Five reasons why the RBA is not cutting rates like rest of the world

Five reasons why the RBA is not cutting rates like rest of the world

16 September 2024

The RBA is getting a lot of political heat for not cutting interest rates like many other central banks around the world. Ashley Owen analyses whether the RBA is helping...

North focuses on customisation and flexibility with several new additions

North focuses on customisation and flexibility with several new additions

15 September 2024

North has announced that it has expanded its range of customisation options for managed portfolios, giving advisers more flexibility over the assets their clients hold, to help more advice practices...

Managing the growth allocation

Managing the growth allocation

09 September 2024

Scott Bender (DNR Capital), Andrew McKie (Elston), Warryn Roberston (Lazard Asset Management) & Sam Ruiz (T. Rowe Price) identify allocation issues & opportunities for global & Australian equities  

The Holy Grail of private markets for managed accounts

The Holy Grail of private markets for managed accounts

28 August 2024

Jason Huljich (Centuria Capital), Andrew Lockhart (Metrics Credit Partners), Daniel Choo (Russell Investments), Alex Donald (Ironbark), and Chris Ogilvie (Invest Blue) consider potential issues in going down the private markets...

Portfolio customisation: Models with tailoring

Portfolio customisation: Models with tailoring

28 August 2024

Eleanor Menniti (Lonsec), Uwe Helmes (BlackRock), and Julian Lefcovitch (North) explore the challenges and benefits of bringing a scaleable custom managed portfolio solution to market.  

The role of advisers in monitoring underperformance

The role of advisers in monitoring underperformance

28 August 2024

Leah Sciacca (ASIC) provides a recap on the key findings of ASIC's Report 779 and the role of super trustees, financial advisers and advice licensees in monitoring investment underperformance  

Practical implementation of managed accounts

Practical implementation of managed accounts

27 August 2024

Frances Taylor & Daniel Vanderzei (Colonial First State) and Ty Cockle (Financial Foundations Australia) provide practical considerations about implementing managed accounts in a financial advice business.  

Accommodating illiquid assets for clients

Accommodating illiquid assets for clients

26 August 2024

Illiquid assets continue to gain interest from both investors & advisers. Michael Karagianis (JANA Investment Advisers) & Danny Wong (Alteris Financial Group) discuss their respective approaches to illiquid investments.  

Building a digital first business

Building a digital first business

26 August 2024

Martin Morris (Centric) explains the need for the advice industry to embrace technology in order to satisfy the digital expectations of clients & provides nsights into how to build a...

CBA in 7 charts – the ‘Steven Bradbury’ of Australian banking – suddenly a ‘growth stock’?

CBA in 7 charts – the ‘Steven Bradbury’ of Australian banking – suddenly a ‘growth stock’?

22 August 2024

Ashley Owen examines why CBA has been in the headlines of late for a few reasons – for re-taking the lead from BHP to be the largest ASX-listed company by...

Another good financial year for lazy investors! How did your returns stack up?

Another good financial year for lazy investors! How did your returns stack up?

01 July 2024

Ashley Owen examines returns from the main asset classes & sectors for Aussie investors for the past two June financial/tax years, & his graphs show key data including inflation, exchange...

Risk isn’t always a bad thing

Risk isn’t always a bad thing

13 June 2024

Implementing risk management strategies in managed account portfolios can be challenging. Uwe Helmes (BlackRock), Simon Ho (Milliman), Glen Foster (Atrium), and Andrew Stadelmann (BT) discuss their approach to risk management....

Market Monitor – 2024: Great returns from almost all asset classes despite constant recession fear

Market Monitor – 2024: Great returns from almost all asset classes despite constant recession fear

Perspectives - Summer 2025
on 09 January 2025

"Despite continual tiresome warnings of a USA-led global recession from economists & market ‘experts’, plus a host of other threats - almost all of the main asset classes did well...

Enhancements to MyNorth Sustainable managed portfolios to lift sustainability footprint and diversification

Enhancements to MyNorth Sustainable managed portfolios to lift sustainability footprint and diversification

Perspectives - Summer 2025
on 19 December 2024

AMP announces enhancements to its MyNorth Sustainable managed portfolios, which as a core ESG principle invest in funds where managers influence the companies they invest in regard to environmental, social...

Emerging markets: A once in a generation opportunity

Emerging markets: A once in a generation opportunity

Perspectives - Summer 2025
on 17 December 2024

Monik Kotecha (Insync Funds Management) and Chad Hitzeman (Global X) discuss the place of Asia and emerging markets in a portfolio of global investments.  

Big changes in the world since Trump 1.0 – Part 1: Growth picture

Big changes in the world since Trump 1.0 – Part 1: Growth picture

Perspectives - Summer 2025
on 02 December 2024

Ashley Owen says the ‘big picture’ has changed for long term investors and looks at some big changes in the world since Trump's re-election that impact investors everywhere.

Portfolio considerations outside listed markets

Portfolio considerations outside listed markets

Perspectives - Spring 2024
on 30 November 2024

Investing outside of listed markets can provide investors with opportunities, Rebecca Jacques (Mercer) and Graeme Bibby (Partners Wealth Group) consider unlisted illiquid assets as part of a portfolio allocation.  

Manager experience key in private markets

Manager experience key in private markets

Perspectives - Spring 2024
on 26 November 2024

Fred Pollock (GCM Grosvenor), Hagai Netser (Koda Capital), & Nehemiah Richardson (Pengana Credit) explore the opportunity to enhance returns & the challenges of implementing private market assets in portfolios.  

Next Events

IMAP Specialist Webinar Series: Making a  success for y0our managed account program

IMAP Webinar Series - Making a success of a managed account program

Learn insights, tips and processes to make a managed account program succeed presented by experienced managed account providers

  • Thursday 13th February 2025:
    Putting a Managed Account Program in place

    Presented by Philo Capital, InvestSense and Milliman

  • Thursday 20th February 2025:
    Portfolio Management in a Managed Accoun
    t
    Presented by Centric, Aoris Investment Management, Activaam & Pendal

  • Thursday 27th February 2025:
    Managing the Program

    Presented by North, Elston and Lonsec

Each webinar is  'Legislated CPD Accredited' for 45 minutes (approx)

IMAP Awards Showcase of 2024 winners

Australia’s Best Managed Accounts

The IMAP Managed Account Award 2024 Winners Showcase

This gathering of managed account professionals will showcase the attributes that distinguish the IMAP 2024 Awards Winners' Managed Account Portfolios .

These winning organsations across different categories will be presenting their award winning processes and portfolios. The event concludes with canapes and champagne.

Date & time:    3  - 6pm  26th February 2025

Venue:            Amora Hotel – Jamison St, Sydney

IMAP's 2025 Portfolio Management Conference March 2025

IMAP's Portfolio Management Conferences 2025 Melbourne & Sydney

Focus on Performance in 2025 
Deploy your investment radar to achieve clients' goals

IMAP's Portfolio Management Conference aims to provide advisers, portfolio managers and investment managers with the latest views from our industry experts on how to deliver performance results for managed account services.

Sydney Tuesday 11th March 2025 – The Amora Hotel on Jamison

Melbourne Tuesday 18th March 2025 – RACV Club

The Conferences are each "Legislated CPD Accredited' for 5 hours (approx)

REGISTER BY 28th FEBRUARY 2025 FOR EARLY BIRD DISCOUNTS ON REGISTRATION

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0414 443 236