🎙️ New Podcast Alert! 🎙️Ready for the next episode? 🎧 Listen to Ep34 of the #IMAP Independent thought series - Key considerations when benchmarking managed accounts Julie Ballard (S&P Dow Jones Indices) and Tim Farrelly (farrelly's Investment Strategy) Hosted by Emily Barlow, CFA (Perpetual Limited) 🔗 https://lnkd.in/eBsHxfzQ - Benchmarking managed accounts in Australia today - Specific challenges facing advisers when reviewing managed account performance - How can advisers approach benchmarking for portfolios with allocations to alternatives? - How should advisers balance performance with risk management? & more #NewPodcast #ListenNow #Benchmarking #Finance #ManagedAccounts #portfoliomanagement #FinancialAdvisers
IMAP - Institute of Managed Account Professionals
Financial Services
Sydney, NSW 1,769 followers
Education, Information and Representation of Managed Account Professionals
About us
Institute of Managed Account Professionals (IMAP) is the only industry organisation for advisers, managers, providers and other businesses actively involved in offering or supporting Managed Accounts. IMAP provides its subscribers with: - Access to the latest developments in the industry - Education and training and access to industry professionals at all levels. (A number of IMAP events have been accredited by the FPA, and CPD points are available) - Representation as the voice of the managed accounts industry able to represent its interests to regulators such as ASIC. - Networking opportunities for advisers and dealer groups interested or involved in Managed Accounts to meet and interact with platform providers, legal, research, investment and other service providers, and investment managers.
- Website
-
http://www.imap.asn.au
External link for IMAP - Institute of Managed Account Professionals
- Industry
- Financial Services
- Company size
- 2-10 employees
- Headquarters
- Sydney, NSW
- Type
- Nonprofit
- Founded
- 2005
Locations
-
Primary
Get directions
Sydney
Sydney, NSW 2000, AU
Employees at IMAP - Institute of Managed Account Professionals
Updates
-
#IMAP Perspectives 📰Navigating the headwinds of global equities 🔊Tim Richardson, CFA (Pengana Capital Group), Hugh MacNally (Private Portfolio Managers - PPM), and James Harwood (Russell Investments) discuss opportunities & risks when allocating to global equities for access to sectors/ regions. 🔗 Read here: https://lnkd.in/eiVgFZEn
-
If you liked this session then check out this months podcast coming soon! 🔗 https://lnkd.in/ejf_zC6Z Subscribe now for news and updates, to get the IMAP podcast (& more) delivered straight to your mail box. #IMAPPodcast #IMAPSubscribe
🎥▶️ Watch the #IMAP Independent Thought Conference on demand 🎬 Short Clip 📊 Managed Account reporting and benchmarking 🎤 Hosted by Julie Ballard (S&P Dow Jones Indices). Panellists are Tim Farrelly (farrelly's Investment Strategy) & Sarkis Tepeli (Frontier Advisors) Principal Sponsor: Colonial First State Missed out on this conference? 🔗 Watch the full session here: https://lnkd.in/erMzw-_j Thank you to everyone who joined us! #EventRecap #ProfessionalGrowth #Learning #IMAP #FinancialServices #ManagedAccounts #ProfessionalDevelopment #SydneyConference
-
📰 #IMAP Perspectives Eyeing off the Opportunities in Property Real assets are making a comeback, fuelled by Australia’s surging population growth. Christopher Davitt (Dexus) and Jennifer Cowan (JANA Investment Advisers) discuss the outlook for property moving forward 🔗 Read here: https://lnkd.in/eKaEizjD #IMAPPerspectives #managedaccounts #investing #IndependentThought #property #DexusInfrastructure #JANAInvestmentAdvisers #RealAssets
Eyeing off the opportunities in property
imap.asn.au
-
📰 #IMAP Perspectives Picking a Good Private Credit Option Alex Ramsay (Infradebt), Theodore 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 option. 🔗 Read here: https://lnkd.in/e5Aj8vBh #IMAPPerspectives #managedaccounts #investing #IndependentThought #privatecapital #DrummondCapitalPartners #RealmInvestmentHouse #Infradebt
Picking a good private credit option
imap.asn.au
-
📰 #IMAP Perspectives Managing the Growth Allocation @Scott Bender (DNR Capital), Andrew McKie, CFA (Elston) Sam Ruiz (T. Rowe Price Australia) identify some of the issues and opportunities investors should consider when allocating to global and Australian equities. 🔗 Read here: https://lnkd.in/eg3H-wqn #IMAPPerspectives #managedaccounts #investing #AustralianEquities #Growth #Elston #ColonialFirstState #LazardAssetManagement #TRowePrice
Managing the growth allocation
imap.asn.au
-
📰 #IMAP Perspectives Bonds are back, but are less reliable Richard Rauch, CFA and Dominic McCormick (Brandywine Global Investment Management) discuss the outlook for medium-term returns, and what this means for positioning portfolios from a global perspective. 🔗 Read here: https://lnkd.in/e52Pj6gn #IMAPPerspectives #managedaccounts #investing #bonds #Longtermoutlook #BrandywineGlobalInvestmentManagement #MediumTermOutlook
Bonds are back, but are less reliable
imap.asn.au
-
📰 #IMAP Perspectives Going the Distance with Retirement Portfolios Building retirement portfolios to withstand market volatility in a fluid markets is a great challenges facing advisers and Victor Huang (Milliman) and Tim Cook, FIA (Russell Investments) discuss their approaches 🔗 Read here: https://lnkd.in/ehuBCim8 #IMAPPerspectives #managedaccounts #investing #MIlliman #investmentstrategy #RussellInvestments
Going the distance with retirement portfolios
imap.asn.au
-
🎥▶️ Watch the #IMAP Independent Thought Conference on demand 🎬 Short Clip 📊 My allocation to Growth alternatives & what they offer 🎤 Hosted by Kieran Canavan (GAICD) (Centric). Panellists are Fred Pollock (GCM Grosvenor) & Alexander Chambers (Wellington Management) Principal Sponsor: Colonial First State Missed out on this conference? 🔗 Watch the full session here: https://lnkd.in/e5iFvD6y Thank you to everyone who joined us! #EventRecap #ProfessionalGrowth #Learning #IMAP #FinancialServices #ManagedAccounts #ProfessionalDevelopment #SydneyConference
-
🎥▶️ Watch the #IMAP Independent Thought Conference on demand 🎬 Short Clip 📊 My allocation to Global Equities 🎤 Hosted by William Dougall (Pengana Capital Group). Panellists are Tim Richardson, CFA (Pengana Capital Group), Hugh MacNally (Private Portfolio Managers - PPM) and James Harwood (Russell Investments) Principal Sponsor: Colonial First State Missed out on this conference? 🔗 Watch the full session here: https://lnkd.in/ezsD4MWs Thank you to everyone who joined us! #EventRecap #ProfessionalGrowth #Learning #IMAP #FinancialServices #ManagedAccounts #ProfessionalDevelopment #SydneyConference