S&P DJI Wealth Benchmark Capabilities Forum: A New Benchmark for Australia's Managed Accounts

Moderated by Julie Ballard, the session will feature a presentation by Dan Hurdley on S&P DJI's approach to wealth benchmarking and the methodology developed in consultation with industry participants. The methodology has evolved from an initial prototype based on multi-asset submissions to the 2026 IMAP Managed Accounts Awards.

Attendees will have the opportunity to discuss key industry benchmarking challenges, exchange perspectives with industry peers, and provide feedback to support the ongoing development of the benchmark framework.