IMAP Awards

  • 2019 IMAP Awards: Winners and Finalists

    The finalists for the 2019 IMAP Managed Account Awards have been announced, with the winners to be revealed at a gala event in Sydney on 25 June.

  • 2020 IMAP Award for Aust Equity Small Cap category

    Consistency is the key as for the third consecutive year, Macquarie Investment Management has taken out the IMAP Award in the Australian Equities Small Cap category for its Australian Equities Small Companies SMA Strategy.

  • 2020 IMAP Award for Fixed Interest category

    Fundamentals pay off at Real Asset Management who have won the IMAP Award for a third consecutive year in the Australian Fixed Interest category. Thi ssuccess speaks highly to the quality of processes, people and performance track record at Real Asset Management.

  • 2020 IMAP Award for Innovation category - Building smart client solutions

    Milliman’s SmartShield Series  - a set of managed account portfolios with built-in risk management protection - has taken out the Innovation category at the 2020 IMAP Managed Account Awards.

  • 2022 IMAP Managed Account Awards - Terms & Conditions of Entry

    2022 IMAP Managed Account Awards 

    Terms & Conditions of Entry

    We are delighted that you would like to participate in the 2021 IMAP Managed Account Awards (‘Awards’).

    This document is our ‘Terms and Conditions’ (‘Terms’), and if you would like to enter and participate in the Awards, you will need to adhere to these Terms.

    The Awards are conducted by the Institute of Managed Account Professionals Limited (ABN 57 125 794 274), of Suite 404 Level 4, 165 Phillip Street, Sydney NSW 2000 (‘IMAP’, ‘we’, ‘us, ‘our’).

    Any reference to ‘you’ or ‘your’ in these Terms includes you in your personal capacity, as a representative of the business, as well as your business being entered into and as a participant of the Awards.

    Who can enter?

    The IMAP Managed Account Awards recognise that different investment approaches mean different portfolio types. So, the Awards are open to:

    • all legal structures – SMA / MIS, MDA, Wholesale MDA, IDPS, IDPS Like
    • all investment types – direct stocks, managed funds, ETFS; and
    • all portfolio managers – including investment managers, AFS Licensees / dealer groups and research house managed portfolios. This includes portfolios which are managed by a licensee but which are sub-advised by one or more investment managers or asset allocation specialists.

    You need not be the Responsible entity, MDA Provider or IDPS Operator of the managed account portfolios to enter the Awards. However, you must disclose all the parties involved in advising on asset allocation, portfolio management or security selection or similar in the portfolios you enter.

    Ground rules

    In order to enter the Awards, you:

    • Must comply with these Terms;
    • Must hold an AFSL;
    • May enter in your role as portfolio manager, investment manager or similar for one or more portfolios which are presented as Managed Accounts;
    • Agree that the judges’ decision is final and will be arrived at using such assessment or methodology which they believe is appropriate to meeting the objectives of the Awards program and may include material or information in addition to the material you submit;
    • Warrant to us that the information you provide is, to the best of your knowledge, accurate in all material respects; and
    • Agree that we may request confirmation of any information you provide, for example in the form of reports or meeting minutes.
    • Agree that material submitted after the deadline of 5.30pm on 28th May 2021 will not be considered unless requested by the judges
    • Agree that only submissions completed as per the instructions will be accepted
    • Agree that only one submission per category will be allowed
    • Agree that only balanced portfolios are to be submitted in the multi asset class and Licensee Managed Account portfolio category
    • Data is to be supplied to IMAP in the template provided.

    At our sole discretion, we reserve the right to declare your entry into the Awards ineligible, or disqualify your entry if:

    • You have not complied with these Terms;
    • Your entry form is incomplete;
    • You are unable to represent or promote the Awards in an appropriate or satisfactory manner;
    • The information you have submitted to us is misleading, false or provided unlawfully; or
    • We have determined that you or your business are involved in conduct or activity that is fraudulent, illegal and/or may harm us and our reputation.

    Privacy and Confidentiality

    We collect your information, including personal information as defined under the Privacy Act 1988 (Cth), in order to conduct the Awards. Our privacy statement will apply for your involvement in the Awards. You’ll find our Privacy Policy at https://imap.asn.au/privacy-policy. As part of your participation, we collect all kinds of information relating to you and your business, including your responses to the entry forms. We will share this only with the judging panel. By entering into and participating in the Awards, you consent that those with access to your information to use it to judge or administer the Awards, however, the fact that you have participated may be made available to our subscribers and sponsors.

    If you would like to access or correct the information that we hold about you, or wish to withdraw your consent to receive Awards material contact Jenny Phimleut at IMAP on E: This email address is being protected from spambots. You need JavaScript enabled to view it.


    Intellectual property

    All intellectual property rights related to the Awards, including the information and data we collect, belong to IMAP. This does not extend to any intellectual property rights you already owned prior to entering the Awards which remain your intellectual property. Any data or other material which you provide will only be used for the purpose of judging the Awards.

    The judges may be subject to conflicts of interest and will tender declarations to that effect. Any affected judge will be excluded from consideration of the conflicted entrant.

    You agree that we may use your logo and name in any material which promotes the Awards. You agree to allow us and the Sponsors to contact you to provide comments about the Awards, to take photos or video footage of you, your business and your representative(s), and use any of the material collected as part of your participation. If we do use any of the materials listed above, you grant us a royalty free license to use the materials for promotional purposes in relation to the Awards.

    Use of the IMAP Managed Account Award Logo

    If you are a winner of an Award, we will grant you a royalty free license to use the relevant trophy device for promotional purposes, so long as you use it in the form which we provide you.

    If you are a finalist in an Award category, we will grant you a royalty free license to use the relevant trophy device for promotional purposes, so long as you use it in the form which we provide you and so long as you are a financial subscriber to IMAP.

    The small print

    To the extent permitted by law, neither IMAP (including its officers, employees and agents) nor the judges will be liable for any loss (including indirect or consequential loss), damage or personal injury suffered or sustained in connection with the Awards. You will indemnify us and our officers, employees and agents including the judges against any loss or liability from any claim or action that arises as a result of a breach of these Terms by you, or your use of the materials or information supplied by you under these Terms.

    By entering the Awards, you agree to submit to the laws of New South Wales, and the non-exclusive jurisdiction of the courts of that place and the courts of appeal from them.

    If you have any questions on the Awards please contact Jenny Phimleut - IMAP Program Manager on

    Email Address: This email address is being protected from spambots. You need JavaScript enabled to view it.

    Phone: +61 2 8003 4147

  • About the IMAP Managed Account Awards

  • Blackmore Capital takes out the 2020 IMAP Award for Australian Equities.

    The judges were impressed with Blackmore Capital’s intensive approach to investing, with the Australian Equity portfolio manager taking out the 2020 IMAP Award for Australian Equities.

  • Diversification is key to RAM’s success - Fixed Interest Catergory

    In an impressive display of portfolio management, Real Asset Management has taken out the Australian Fixed Interest category in the 2021 IMAP Managed Accounts Awards for an unprecedented four consecutive years.

     

  • Experience counts at Infinity - the Multi Asset Category Winners of IMAP Awards 2020

    Infinity Asset Management has taken out the Multi Asset category at the 2020 IMAP Managed Account Awards. By his own admission, winning the IMAP Managed Account Award for the Multi Asset category is a “big deal” for Infinity Asset Management, says its Chief Investment Officer, Piers Bolger.

  • Focused businesses deliver outperformance - International Equities Catergory

    With a view on focused businesses to drive portfolio diversity and outperformance, Franklin Templeton has taken out the 2021 IMAP Managed Accounts Award for International Equities.

     

  • Franklin Templeton's Global Growth portfolio wins the 2020 IMAP Award for International Equities

    Franklin Templeton wins the 2020 IMAP Award for International Equitiesfor their Global Growth portfolio. "It’s about doing the little things right and being consistent with what it does" that has seen Franklin Templeton take out the International Equities category.

  • Get your Entries in by 26 June IMAP Managed Account Awards 2020

    The annual IMAP awards are designed to recognise and reward best practice in the development of managed account portfolios. IMAP encourages organisations to enter by 26 June 2020 in 3 categories (Licensee, Innovation and Investment (single and multi asset classes). Winning an IMAP award can be significant for your advice, platform, investment or service provider business...

  • Getting to the Core of portfolio management

    It’s no easy feat to win the prestigious Licensee Managed Account category in the IMAP Managed Accounts Awards, but Morgan Stanley Wealth Management Australia has stepped up for a third consecutive year - a first by any licensee in this category - to take out this year’s award. Alex Ventelon and Wayne Chatterjee CFA explain Morgan Stanley’s approach to managed accounts.

     

  • IMAP Announces 2020 Managed Account Awards Finalists

    The Institute of Managed Account Professionals (IMAP) has announced the finalists of the 2020 IMAP Managed Account Awards. covering categories for Innovation, LIcensee (for MDA programs developed integrated into the advice process, and both single sector asset classes and multi asset class programs delivered as either MDA portfolios of platform based SMAs...

  • IMAP announces inaugural Awards

  • IMAP announces Managed Account Awards 2019 Winners

    IMAP announces Managed Account Awards 2019 Winners

    The Institute of Managed Account Professionals (IMAP) today announced the winners of the 2019 IMAP Managed Account Awards.
     
    “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.
     

  • IMAP Awards 2020 recognise excellence in managed accounts

    With over 70 entries across seven categories in the 2020 IMAP Managed Account Awards, judges praised the overall quality of the finalists, with Morgan Stanley Wealth Management Australia taking out the coveted award for Licensee Managed Account and Milliman winning the highly contested Innovation category

  • IMAP Awards: Raising standards

    The judges of the 2019 IMAP Managed Account Awards were pleased with the quality of entries across the seven categories.

  • IMAP Awards: Recognising industry excellence

    On 1 August, the inaugural IMAP Managed Account Awards were presented across seven categories. Following is a review of the award methodology and the winners.

  • Integrity and durability - Australian Equities Category

    Beating a high calibre field of entries, First Sentier Investors has taken out the 2021 IMAP Managed Accounts Award in the Australian Equities category

     

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