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Showing 21 - 30 of 70 results for "Institute of Managed Account"

Managed accounts FUM inch to $100bn

KARREN VERGARA  |  FRIDAY, 12 MAR 2021
... record $95.2 billion at the end of 2020 thanks in part to stock markets rebounding. According to the Institute of Managed Account Professionals chair Toby Potter, the sector is stronger than eve r and will continue to improve its offering to clients ...

FASEA urged to clarify in-house product conflicts

ELIZABETH MCARTHUR  |  THURSDAY, 5 NOV 2020
The Institute of Managed Accounts Professionals (IMAP) has written to FASEA again, arguing that its latest guidance on the Code of Ethics leaves much to be desired. IMAP's main issue is with Standard 3, which seeks to eliminate conflicts of interest ...

Lifespan adds MDAs to BT Panorama

KANIKA SOOD  |  TUESDAY, 22 SEP 2020
... 2020, rising $420 million from December 2019, according to the latest tally of the industry by the Institute of Managed Account Professionals (IMAP). Managed accounts received $3.54 billion in total inflows in FY20. Managed discretionary account services ...

Managed accounts inch to $80bn

KARREN VERGARA  |  WEDNESDAY, 16 SEP 2020
... continue to grow steadily, having hit nearly $80 billion despite setbacks caused by COVID-19. The Institute of Managed Account Professionals' latest census found asset growth for the sector was stable, reaching $79.71 billion at the end of June 2020. ...

FASEA under pressure on managed accounts

ELIZABETH MCARTHUR  |  WEDNESDAY, 4 DEC 2019
... forms of managed accounts. FASEA chief executive Stephen Glenfield confirmed he has met with the Institute of Managed Account Professionals and is considering whether managed accounts require specific guidance from the authority. "We've met with ...

Results of ASIC MDA review imminent

ELIZABETH MCARTHUR  |  WEDNESDAY, 25 SEP 2019
The Institute of Managed Accounts Professionals (IMAP) has released its submission to ASIC as the regulator reviews managed accounts, with a special focus on managed discretionary accounts (MDAs). This comes ahead of the results of ASIC's review of ...

FASEA ethics pose risk to managed accounts

ELIZABETH MCARTHUR  |  MONDAY, 23 SEP 2019
The Institute of Managed Accounts Professionals (IMAP) has made a submission to the Financial Adviser Standards and Ethics Authority, questioning its consideration of conflicts of interest in the Code of Ethics. IMAP said Standard 3 in the FASEA Code ...

Excellence in managed accounts recognised

HARRISON WORLEY  |  WEDNESDAY, 26 JUN 2019
The Institute of Managed Account Professionals (IMAP) celebrated excellence in managed accounts at the IMAP Managed Account Awards in Sydney last night. Seven organisations were highlighted for their commitment to the sector, across various categories ...

Managed Account Awards finalists revealed

ELIZABETH MCARTHUR  |  THURSDAY, 30 MAY 2019
The Institute of Managed Account Professionals (IMAP) has announced the finalists of the 2019 Managed Account Awards. The awards cover single sector asset classes and multi-asset class programs with a range of risk profiles or other goal based objectives. ...

Investors stick with managed accounts despite volatility

HARRISON WORLEY  |  THURSDAY, 14 MAR 2019
Latest research shows inflows pushed managed accounts through strong headwinds in the second half of 2018. The Institute of Managed Accounts Professionals' latest six monthly Managed Accounts FUM Census shows net fund inflows in the second half of last ...