Quick Links

	Advisor websites
	Tools and resources
	Locate a branch

The Macquarie Integrated Managed Account (IMA)

The Macquarie Integrated Managed Account (IMA) is a simpler yet more sophisticated investment alternative. Based on the principles of limitless choice, unbiased advice, individuality and flexibility, IMA is the first platform of its kind in Canada to truly put your interests first. It will support virtually any combination of investments you’re interested in or goals you’ve set.

To do this, IMA combines modern portfolio theory, sophisticated portfolio construction tools, comprehensive manager analysis, and a thorough understanding and evaluation of your unique circumstances. The platform provides a complete spectrum of investment choice, superior manager access, and the disciplined allocation process you need to meet your investment goals.

All of this has been created with the client in mind: IMA is designed to provide you with consistent, value-added returns in a portfolio composition that honours your risk tolerance and weathers all market conditions.

Open architecture for unlimited, unbiased selection

IMA’s open architecture gives your Investment Advisor the flexibility to choose from an unlimited array of investment vehicles to build your portfolio. Because IMA can support virtually any investment type, your advisor is free to recommend investments based solely on their suitability to your personal risk profile and objectives.

IMA widens your investment choices even further by granting access to investment options and managers normally reserved for institutional investors. In consultation with your Advisor, you can choose to have a portfolio of investments hand-picked by some of the world’s leading investment talent.

Other investment platforms limit investment choice and force investors to hold all their assets in one specific type of vehicle. With IMA, you can combine stocks with mutual funds, bonds with exchange traded funds, or hedge funds with any kind of investment you choose. Like your investment choices, the combination of products IMA can support are limitless.

IMA truly allows advisors to place their clients first. Unaffected by platform bias and unrestricted by product type, Macquarie Private Wealth Investment Advisors have the flexibility and unlimited access to serve your unique needs without following a preordained list of options. Their interests are aligned with our clients’: their primary objective is your success.

Unlimited investment choices

While most platforms restrict you to one type of investment vehicle, IMA provides you with access to a wide universe of investment options and enables you to combine them freely.

Access to top money managers

Tap into the wisdom and experience of top tier money managers that would typically be accessible only to large institutional investors. World class, third party independent analysts ensure these managers never deviate from their mandates.

Proven discovery process

To ensure your unique needs are met, IMA follows a proven, disciplined investment process that combines in-depth assessments of your investment needs and risk tolerance with sophisticated portfolio optimization tools.

Superior diversification

With IMA, you are free to diversify your portfolio across an unrestricted range of investment types, asset classes and money management styles.

Customization without constraint

You deserve individualized solutions and personalized service. IMA gives your advisor the flexibility and freedom to create the ideal investment solution to suit your particular needs — whatever they may be.

Simplicity

IMA consolidates your investments within a single platform. This makes keeping track of your portfolio even easier through one simple, comprehensive quarterly statement.

A portfolio tailored to your needs

Affluent investors have highly specialized needs. Accordingly, IMA empowers your advisor to create truly unique solutions tailored to your specific circumstances.

The IMA strategy begins with you. Before any recommendation is made, your Macquarie Private Wealth Investment Advisor will conduct an in-depth discovery process and take the time to explore your goals, wealth structure, risk tolerance, time horizon, tax concerns, and other pertinent information. Our flexible, yet defined process is designed to uncover the best approach for safeguarding and enhancing the assets of high net worth investors.

Your advisor will combine this highly specific information with modern portfolio theory to recommend the ideal combination of investment vehicles and asset classes. Our approach to asset allocation emphasizes quality investments focused on risk management and diversification. Your portfolio’s strategic allocation may include a selection of Canadian, US and international equities, bonds, mutual funds, exchange traded funds, hedge funds, or other alternative investments.

Only one thing is predetermined about your portfolio: each recommendation will be based solely upon what is best suited to help you achieve your investment objectives.

IMA makes powerful investing simple

As financial services evolve, product options increase dramatically, making investing a complicated and confusing process. IMA is a single, flexible platform that simplifies the investment process without limiting your options.

IMA enables your advisor to track and monitor all of your assets and provide you with one single, consolidated, comprehensive performance report each quarter and a transaction summary at year-end. This is simpler and more meaningful for you than receiving separate reports for all your various investments.

Your comprehensive statement tells you at a glance how your portfolio is performing. We also provide guidance on how to read, understand and interpret your quarterly statement.

IMA involves a single, transparent, asset-based, quarterly fee. Unlike traditional accounts in which you pay for every transaction executed, your IMA fee is based on a percentage of your total assets under management and can cost less than traditional transactional commissions. This cost-effective approach to fees further aligns your goals with your Advisor’s to ensure the ultimate focus is on growing and protecting your assets.

Open an IMA account and set in motion a solution of unparalleled power, scope and value that will take your portfolio into a new realm of potential and security.

For more information on upgrading your portfolio with The Macquarie Integrated Managed Account (IMA), contact your Investment Advisor.