The Institute of Managed Account Professionals (IMAP) today announced the winners of the 2022 IMAP Managed Account Awards.
The Institute of Managed Account Professionals (IMAP) today announced the winners of the 2022 IMAP Managed Account Awards.
“We had a record number of entries this year. The number of entries is a testament to the increasing depth and range of managed account services which advisers have access to in their advice process. It was a very close contest in each of the categories,” said Toby Potter – IMAP Chair on behalf of the judges.
“We wish to congratulate the winners in each of the awards categories; single sector asset, multi asset class categories, the Licensee category and the new ESG category.”
“The development of the ESG category with support from Australian Ethical recognises how important this aspect of investment management has become,” said Potter.
“In particular, the strength of the Licensee Category recognises the breadth of use of managed accounts. Evaluation this year was enhanced with analysis of each portfolio using the BlackRock Aladdin risk and factor tools”
“IMAP’s Managed Account Awards are designed to provide recognition of excellent practice among advice firms and investment providers. The Awards aim to encourage others in the industry to strive for peer recognition,” said Toby Potter, Chair of IMAP. “I wish to thank the Judges for their time and energy.”
To adjudicate the awards, IMAP convened a panel of independent researchers and other specialists – Brad Matthews, David McDonald, Dominic McCormick, Nigel Douglas, Rob da Silva and Toby Potter.
The Winners are:
Licensee Managed Account Category
- Morgan Stanley Wealth Management Australia
ESG Category
- Lonsec
Australian Equities Category
- DNR Capital
Australian Equities Small Cap Category
- Macquarie Asset Management
International Equities Category
Franklin Templeton
Multi Asset Category
- MLC Asset Management
About the Judges IMAP Awards
Brad Matthews has 30 + years experience in the finance industry and is a highly regarded investment strategist.
David McDonald, CFA is the IMAP Investment Specialist and brings decades of experience in private wealth management and investment management
Dominick McCormick cofounded multi asset and alternatives manager Select Asset Management
Nigel Douglas is the principal of Douglas Funds Consulting and provides investment committee and research services
Rob da Silva is Head of Research at SQM Research a full service research house
Toby Potter is Chair of IMAP and is a specialist in establishing MDA and other managed account programs
Media Contacts
Toby Potter IMAP Chair M: 0414 443 236 E: toby.potter@imap.asn.au
Jenny Phimleut IMAP Program Director M: 0433 130 555 E: Jenny.phimleut@imap.asn.au
