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IAM Managed Discretionary Accounts

IAM managed discretionary accounts offer ownership of a curated portfolio combining investment grade bonds and syndicated loans. Professional investment managers combine active oversight with tailored support and transparent portfolio reporting.

IAM Investment Grade Credit Plus MDA

Through a unique combination of 60% investment-grade credit and 40% syndicated term loans, the IAM Investment Grade Credit Plus MDA delivers capital-stable, cash-generative investments designed to generate attractive risk-adjusted returns, currently targeting RBA Cash + 3.50%.

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Benefits of a Managed Discretionary Account

Proactive portfolio management

We actively position your portfolio to reflect market, issuer, and macro shifts, optimising returns while managing volatility.

Direct ownership and full transparency

You have direct ownership of each asset to see what investments are in your portfolio, including acquisition costs, market value and accrued interest.

High quality investments

Portfolios are typically high conviction with the total number of holdings limited to 20-25 high-quality fixed income assets.

No shared costs

Tax events and transaction costs are not shared across clients.

Premium service

We manage the daily administrative aspects of your managed account and provide customised, comprehensive reporting and monthly valuation statements.

The Investment Committee

James Simpson
Investment Committee Chair

James has 34 years of experience in active funds management, 17 of which were alongside Kerr Neilson and more recently, management of his own family office. He has a foundation in equities but has broadened that focus toward the bond markets and private credit. As a co-founder of Platinum Asset Management (ASX:PTM) he brings a deep understanding of investment products and financial markets. James recently accepted a non-executive board position with PTM.

Watch the interview with Jim where he discusses his philosophy on investment.

Danielle Press
Director, IAM

Danielle has extensive experience in capital markets, asset management and financial services regulation. She was a Commissioner of the Australian Securities and Investments Commission from 2018-2023. She currently chairs the Superannuation Trustee Boards of Insignia Financial.

Her leadership experience includes holding the CEO role at the Myer Family Company and Equip Super. Prior to that, Danielle spent 17 years at UBS, in a range of roles focusing on investment, risk management and client solutions in Australia, Singapore and Chicago.

She began her career at the Reserve Bank of Australia in the International Department. Danielle holds a Bachelor of Economics (Hons) from the University of Western Australia.

Portfolio Manager

Matthew Macreadie
Executive Director, Credit Strategy and Portfolio Management

Matthew provides credit commentary/views on the bond market and specific credit issuers with the aim of aiding investors to make better risk-return decisions. He has executed 1, 3, and 5-year credit-strategies that have been consistently above benchmark.

Prior to IAM, Matthew spent eight years as a Senior Credit Portfolio Manager at Aberdeen Standard, where he was responsible for the credit portfolio construction and security selection across a wide range of investment-grade/high-yield, financial and non-financial sectors.

Matthew began his career at KPMG and then spent six years at Colonial First State Global Asset Management as a Fixed Income Credit Analyst. He holds a Masters of Applied Finance degree from Macquarie University and a Bachelor of Commerce degree from UNSW.

Reporting

View Sample Report

Sample Report – Loans and ABS

View Sample Report

Sample Report – Loans, ABS and IG Bonds

Onboarding

View Master Custody Agreement

IAM Master Custody Agreement

IAM MDA Client Agreement

View Application Form

IAM MDA Application Form

To invest in the Managed Discretionary Account:

Already an IAM client:

New to IAM:

Send completed documents to IAM at GPO Box 6, Brisbane QLD 4001, or scan and email to clientservices@incomeam.com