IMAP

Funds management

Managed account consultants seen as valuable asset for advisers

The acquisition of Evidentia Group by GDG shows how valuable the role and personal relationship with a managed account consultant has become to the financial advice indus...

Funds management

Private credit sheds its ‘monolith’ reputation with advisers

Advisers and investors are starting to recognise that private credit encompasses a range of strategies beyond corporate lending as they look to leverage its strong return...

Funds management

‘Spiritually different’: How to select a private markets manager

Amid a growing appetite for alternatives, investment executives have shared questions advisers should consider when selecting a private markets product compared to their ...

Funds management

Are real assets worth the illiquidity risk for portfolios?

Investment executives say the benefits of real assets for client portfolios can “absolutely” outweigh the illiquidity risk, provided there is a good understanding of its ...

Financial planning

Managed accounts break through $200bn FUM milestone

The managed account sector increased by $10.6 billion over the past six months, according to IMAP, as it surpassed the “major milestone” of $200 billion in funds under ma...

Financial planning

SQM to launch managed account benchmarks

Research house SQM has announced it will collect data covering managed account portfolios in response to industry demand, with the intention to launch benchmarks in due c...

Financial planning

The scalability benefits of managed accounts

The adoption of managed accounts is essential for financial advice businesses to achieve scale, two experts argue, otherwise advisers risk “limiting their growth”....

Financial planning

‘This isn’t dating, it’s a marriage’: Choosing the right investment provider

For financial advisers looking to outsource their investment decision-making, selecting the right investment provider means prioritising cultural alignment and scalabilit...

Financial planning

MLC managed account strategies surpass $2bn FUM

MLC Asset Management’s managed account offerings have hit $2 billion in funds under management, underpinned by over half of financial advisers’ usage of the investment pr...

Financial planning

Managed accounts approach $200bn with strong H2 gains

Managed accounts grew by $33 billion in the second half of 2023, double the volume that they grew in the previous six months, according to IMAP. ...

Financial planning

Managed accounts see 50% rise in adviser usage

Over half of advisers are now using managed accounts with their clients, according to Adviser Ratings, a rise of 50 per cent since 2019....

Funds management

Managed accounts’ FUM rises to $161bn

IMAP’s census of managed account FUM has risen by 9.8 per cent to $161.9 billion in the first six months of 2023....

Financial planning

Trusted client relationships target for hackers in advice firms

According to this cyber security professional, the trusted relationships between advisers and their clients are the target for infiltration by hackers and firms need to e...

Financial planning

Managed accounts FUM reach record $144.5bn

IMAP’s Census of Managed Account FUM has reported over $10 billion of inflows in the last six months of 2022, recording a 9.8% rise in funds under management from the pre...

Funds management

Clients unaware of fixed income’s portfolio role

The ability for bonds to deliver income, diversification and capital preservation for investors is much stronger in a high-rate environment, according to a panel, and cli...