IMAP Awards

• IMAP Awards Boutique Licensee Winner - Philosophy drives investment success

  Michael Karagianis (JANA) and Toby Potter (IMAP) look at the winner in the Boutique Licensee category of the 2025 IMAP Managed Account Awards - Strategic Wealth, & discuss the importance of integrating investment management and advice in the managed accounts process.

• IMAP Awards Fixed Interest Winner - Making the complex simple

  Charlie Callan (BondAdviser) and Toby Potter (IMAP) discuss how BondAdviser’s focus on fixed income and its mission to ‘make the complex simple’ won the Fixed Interest category in the 2025 IMAP Managed Account Awards

• IMAP Awards Innovation Winner - Excellence in innovation

  LAB Managed Portfolio Solution - a collaboration between 3 companies (Entireti (the parent company of advice businesses, including Akumin, Fortnum Private Wealth, Personal Financial Services, and Entireti Alliances) has taken out the Innovation category in the 2025 IMAP Managed Account Awards

• IMAP Awards International Equities Winner - Investing that is true to label

  Aoris Investment Management won the International Equities category at the 2025 IMAP Managed Account Awards. Rohan Brotherson (Aoris Investment Management) and Rob da Silva (Foresight Analytics) discuss Aoris’ consistent approach to investing

• IMAP Awards Responsible Investing Winner - Sustainable outcomes deliver strong returns

  Russell Investments’ approach to sustainable investing has seen it take out the Responsible Investing category at the 2025 IMAP Managed Account Awards. James Harwood (Russell Investments) and Chetan Trehan (SQM Research) discuss how Russell is providing investors with exposure to strategies that seek to have positive sustainable outcomes.

• IMAP Awards: Raising standards

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

• 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

   

• Managed Accounts awards

  Nominations for the inaugural IMAP Managed Account Awards are now closed. This year’s awards will be judged across three categories:

• Morgan Stanley Wealth Management Australia secures the coveted 2020 IMAP Award for Licensee Managed Account category

  Providing an investment solution that is fit-for-purpose for its clients has landed Morgan Stanley Wealth Management Australia the coveted 2020 IMAP Award of Licensee Managed Account category

• Press Release - IMAP Announces 2019 Managed Account Awards Finalists

  30 May 2019

  The Institute of Managed Account Professionals (IMAP) has announced the finalists of the 2019 IMAP Managed Account Awards.

  The awards cover both single sector asset classes and multi asset class programs which generally have a range of risk profiles or other goal based objectives. In addition, there is an award specifically for managed account programs offered by Advice firms that are integrated into the advice process.

  There is also an innovation Award for the service which does most, in the judge’s opinion, to advance the development of managed accounts.
  “Managed accounts are becoming a significant part of the advice profession, with many managers and licensees now offering portfolios.

  The managed account programs that are offered by advice firms are an important development that we want to recognise” said Toby Potter, Chair of IMAP. “We want the IMAP Managed Account Awards to be a recognition of excellent practice among advice firms. The managed account programs they offer are operated largely out of sight and the best are well resourced, carefully thought through, have a clear investment philosophy with decent track records and deserve to be recognised.”

  To adjudicate the awards, IMAP has convened a panel of independent researchers and other specialists – Dominic McCormick, Nigel Douglas, Angela Ashton,Brad Matthews, Paul Saliba, Mark Oliver and Stuart Alsop.

  The finalists are:

  Licensee Managed Account
  • Canaccord
  • Crystal Wealth
  • Prime Financial Group
  • Royston Capital
  • Stanford Brown
  • Viridian Advisory

  Innovation
  • BTFG
  • Investum
  • JB Were
  • Nucleus Wealth
  • Praemium
  • Resonant

  Australian Equities
  • Antares Equities
  • Blackmore Capital
  • Elston Asset Management
  • Perpetual Private
  • Watershed Funds Management
  • DNR Capital

  Australian Equities Small Cap
  • Macquarie Investment Management
  • Watershed Funds Management
  • Infinity Asset Management
  • Pearl Funds Management

  International Equities
  • Loftus Peak
  • Nucleus Wealth
  • Pearl Funds Management
  • Private Portfolio Managers
  • Royston Capital
  • Watershed Funds Management

  Multi Asset Class
  • Canaccord
  • Infinity Asset Management
  • Resonant
  • Shaw and Partners
  • Soteria Capital
  • Watershed Funds Management

  Australian Fixed Interest
  • JB Were
  • Mason Stevens
  • Prime Financial Group
  • Real Asset Management
  • Royston Capital

  Download this press release as a PDF here

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

  
  Jane McIlroy - National Marketing and Events Director
  M:0411 420 180
  T: 02 8003 4131
  E: Jane.mcilroy@imap.asn.au

• Strong stewardship delivers results - Multi Asset Category

  A focus on performance consistency and client satisfaction has seen Morgan Stanley Wealth Management Australia take out the 2021 IMAP Managed Accounts Award category for Multi Asset.

   

• Sustainable portfolios: A winning approach

  ESG and sustainability are two styles of investment management that continue to command the attention of investors. Leah Willis (Australian Ethical Investment) and Deanne Baker (Lonsec) discuss the rise of ESG and the role they play in client portfolios.

   

• The Nucleus of great innovation wins the Innovation category

  Nucleus Wealth’s proprietary software system - Proton - is helping to streamline the managed accounts offering at this Melbourne-based business. Its technology offering has taken out the Innovation category at the 2021 IMAP Managed Accounts Awards.

   

• We are Morgan Stanley - Licensee Category

  It’s no easy undertaking to win the prestigious Licensee Managed Account category in the IMAP Managed Accounts Awards, but Morgan Stanley Wealth Management Australia has done it for a second consecutive year - a first by any licensee in this category.