IMAP Awards 2020 Winners Announced

View the IMAP Awards 2020 Virtual Winners Announcement & Presentation on IMAP's YouTube Channel

 VIew and listen to the announcement of the winners of IMAP Managed Account Awards 2020 categories
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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

IMAP Awards 2020 Category Winners

Thank you to the Finalists in each category - it was a close and hard fought battle to become a finalist in 2020

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THE 2020 IMAP AWARDS

Amanda Munro
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 Matthews
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 McCormick
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
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 Douglas
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 Potter
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

 2020 IMAP Managed Account Awards 
Terms & Conditions of Entry

We are delighted that you would like to participate in the 2020 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 206 Level 2, 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 Friday 26th June 2020 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 category
  • Data is to be supplied to FE fundinfo in the template provided. Data collected is subject to being used by FE fundinfo in accordance with their data processing policy which can be found HERE.

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.

  • Data is to be supplied to FE fundinfo in the template provided. Data collected is subject to being used by FE fundinfo in accordance with their data processing policy which can be found HERE.

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: awards@imap.asn.au


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 form 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 licence to use the materials for promotional purposes in relation to the Awards.

Use of the IMAP Managed Account Award Logo

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

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: awards@imap.asn.au

Phone: +61 2 8003 4147

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

IMAP Events Team Contact Details for IMAP AWARDS 2020

awards@imap.asn.au

Phone: +61 2 8003 4147 

Contact us

Email
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Phone
0414 443 236
 

 

  Address
Suite 404, Level 4, 165-167 Phillip Street, Sydney NSW 2000