View the IMAP Awards 2020 Virtual Winners Announcement & Presentation on IMAP's YouTube Channel
Congratulations to all the Winners, & thank you to all 71 entrants for taking part
Congratulations to the 2020 category winners and thank you to iShares by Blackrock for sponsoring the Licensee Category and to FE fundinfo
Thank you to the Finalists in each category - it was a close and hard fought battle to become a finalist in 2020
THE 2020 IMAP AWARDS
Amanda MunroChair Portfolio Management Group - IMAP
Amanda has a background in funds management, being a founding partner of Arnhem Investment Management, after spending several years working as an Australian equities analyst at ABN AMRO Asset Management. Her experience also includes Australian equities and foreign exchange dealing and performance reporting for ABN AMRO's funds.
Amanda has also worked as an analyst, researching investment products in a range of asset classes for AMP as well as an account manager for dealer groups and platforms for Morningstar.
Amanda is a Certified Financial Analyst, has an MBA and has an undergraduate degree in Veterinary Science
Brad MatthewsInvestment Consultant
Brad has 30 +years experience in the finance industry and is a highly regarded investment strategist. After working in the money and foreign exchange markets in the mid-1980s, Brad held various economist roles at St. George Bank. He then moved into executive management positions at St. George, including being the Head of the Cards and ATMs division. Prior to establishing his own investment consultancy business in 2015, Brad worked in investment research at the AMP Group for 12 years, which included roles as Head of Research and Head of Investment Strategy for AMP Group financial planning licensees.
For the past 24 years, Brad has been editor of a newsletter known as “Plain English Economics”, which is read by secondary students studying economics.
Dominic McCormickConsultant
Dominic McCormick has worked in financial services and investment management for 33 years. He co-founded multi-asset and alternatives manager Select Asset Management in 2002 which was sold to OneVue Limited in 2014. Prior research related roles - Bridges Financial Services, Pembroke Financial Planners, MLC and AMP. He provides investment consulting services with a focus on portfolio construction, real return investing and listed fund
Dragana Timotijevic Investment Consultant
Dragana Timotijevic has over 25 years’ investment experience in investment strategy, portfolio construction and manager research. She has worked for both global and boutique firms servicing institutional and retail clients. Dragana’s executive experience includes eight years with Mercer Investments as Head of Alternatives and CIO/Head of Research at Select Investment Partners (OneVue). Dragana has designed investments strategies for both single and multi-asset portfolio and has deep knowledge of both alternative and mainstream asset classes. Over the last two years she has been working as an independent consultant focusing on reviewing and researching investment strategies in the ESG/Responsible/Impact investing space.
Dragana holds a Bachelor of Economics degree and a Masters Degree in Statistical Information Systems (University of Belgrade). She also holds a Graduate diploma in Applied Finance and Investments and is a CFA charter holder.
Nigel DouglasCEO - Douglas Funds Consulting
Douglas Funds Consulting is an independent research firm that undertakes customised fund and client specific research projects as well as investment committee and non-executive director roles.
Mr Douglas has over 30 years financial markets experience with high level expertise in investment manager research, asset allocation and macroeconomics.
Toby PotterIMAP Chair
Toby has championed IMAP's mission for a number of years and is a key contributor for IMAP (along with others) to the representation to ASIC on recent changes to the MDA regulations and to the Royal Commission
His experience in the wider investments market is extensive and his advice and experience is frequently sought after for his breadth and detail, plus his knowledge of the people in the business.
His working experience includes key roles for NAB, IOOF, Morningstar, Managed Accounts, SFG Australia
31 July 2020
FINALISTS ANNOUNCED
31 July 2020
05 August 2020
INNOVATION & LICENSEE PRESENTATIONS
27 August 2020 5pm start
AWARDS WINNERS ANNOUNCED - ONLINE EVENT
27 August 2020 5pm start
JUDGING CRITERIA
General Criteria:
The portfolio needs to be offered through a managed account structure with the following features:
- Recognised legal structure – registered MIS, MDA, IDPS Like, IDPS model, IMA and SMA
- Investments directly held by or on behalf of each investor i.e. not a pooled structure
- Model based
- Clear discretion held by the portfolio or investment manager
The portfolio needs to have a clear objective and a benchmark
Asset Class portfolios:
Please note that for the Multi Asset Class only Balanced Portfolios will be judged.
Judging will take into account:
- Performance over time periods of 1 and 3 years
- Risk measures including SD and Sharpe ratio
- Weighted average cost of investment both directly and considering the underlying investments
- Qualitative criteria including the resources available to the portfolio management organisation and the structure.
Licensee Managed Account Portfolios
The criteria applied to the Asset Class portfolios will apply, however, in addition the judges will consider
- The investment committee structure and resourcing
- The way in which the portfolios reflect the advice firm’s investment philosophy and appear to be integrated with it.
- How the Managed Account Service fits with the client proposition.
- Supporting materials, in particular the client and adviser communications about portfolio management and portfolio changes
Innovation Award
This is a broad category which recognises those activities which have been designed to improve the:
- Operation and process of managed accounts
- Adoption by advisers and licensees
- Investment options
- Technology used to support managed accounts
- Other functions the judges think worthy of recognition