IMAP Announces 2020 Managed Account Awards Winners

“We had a record number of entries this year. The quality and depth of the entries has again impressed our awards judging panel.  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 Innovation category which recognises activities developed to improve Managed Accounts,” 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 – Amanda Munro, Brad Matthews, Dominic McCormick, Dragana Timotijevic and Nigel Douglas.

The winners are:

Licensee Managed Account

• Morgan Stanley Wealth Management Australia

Innovation

• Milliman

Australian Equities

• Blackmore Capital

Australian Equities Small Cap

• Macquarie Investment Management 

 International Equities 

• Franklin Templeton

Multi Asset

• Infinity Asset Management

Australian Fixed Interest

• Real Asset Management  Pty Ltd

Media Contact

Toby Potter  IMAP Chair  M: 0414 443 236 E:  toby.potter@imap.asn.au

Nigel Douglas is Chief Executive Officer (CEO) at Douglas Funds Consulting Pty Ltd which 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.

Brad Matthews has over 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.

Brad’s formal qualifications include a Bachelor of Commerce with merit from the University of NSW, a Certificate in Financial Planning and a Graduate Diploma in Applied Finance and Investment.

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 OveVue Limited in 2014.  He is the Portfolio Manager of the Select Listed Investments Fund and the Select Real Return Fund.  He also provides investment consulting services with a focus on portfolio construction, real return investing and listed funds.

Amanda Munro CFA is Chair of the IMAP Portfolio Management Group. She has over 15 years experience as a fund manager focused on Australian Equities. 

Toby Potter is Chair of IMAP and has worked in developing managed accounts programs since 2004.  

Dragana Timotijevic is an experienced researcher with a background in fund manager research focusing on alternatives and complex investments. She has a strong interest in ESG oriented investing and is the founder of Sustainability in Action, dedicated to developing ESG approaches for portfolio construction and investment strategies.