IMAP CONGRATULATES AWARD CATEGORY WINNERS
IMAP THANKS ALL FINALISTS, ENTRANTS & JUDGES
INTERESTED? MAKE YOUR PLANS TO ENTER IN 2020
INTERESTED? MAKE YOUR PLANS TO ENTER IN 2020
IMAP THANKS BRONTE CAMPBELL FOR HER BRILLIANT TALK ABOUT HER CHAMPIONSHIP OLYMPIC SWIMMING JOURNEY
IMAP wishes to express its appreciation for all Finalists (listed below) and all the entrants for the Managed Account Awards 2019 for their efforts and commitment to the IMAP Managed Account Awards which are designed to provide recognition of excellent practice among advice firms and investment providers
Licensee Managed Account
• Canaccord
• Crystal Wealth
• Prime Financial Group
• Royston Capital
• Stanford Brown
• Viridian Advisory
• Crystal Wealth
• Prime Financial Group
• Royston Capital
• Stanford Brown
• Viridian Advisory
Australian Equities
• Antares Equities
• Blackmore Capital
• Elston Asset Management
• Perpetual Private
• Watershed Funds Management
• DNR Capital
• Blackmore Capital
• Elston Asset Management
• Perpetual Private
• Watershed Funds Management
• DNR Capital
International Equities
• Loftus Peak
• Nucleus Wealth
• Pearl Funds Management
• Private Portfolio Managers
• Royston Capital
• Watershed Funds Management
• Nucleus Wealth
• Pearl Funds Management
• Private Portfolio Managers
• Royston Capital
• Watershed Funds Management
Australian Equities Small Cap
• Macquarie Investment Management
• Watershed Funds Management
• Infinity Asset Management
• Pearl Funds Management
• Watershed Funds Management
• Infinity Asset Management
• Pearl Funds Management
Innovation
• BTFG
• Investum
• JB Were
• Nucleus Wealth
• Praemium
• Resonant
• Investum
• JB Were
• Nucleus Wealth
• Praemium
• Resonant
Multi Asset Class
• Canaccord
• Infinity Asset Management
• Resonant
• Shaw and Partners
• Soteria Capital
• Watershed Funds Management
• 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
• Mason Stevens
• Prime Financial Group
• Real Asset Management
• Royston Capital
KEYNOTE SPEAKER
Bronte Campbell Olympian
Olympian Bronte Campbell - Guest Speaker - IMAP Awards 2019
In 2016, Bronte Campbell represented Australia at the Rio Olympics.
Not only did Bronte help defend the 4x100m freestyle gold medal, but her team broke their own record set in 2014!
Hear about her challenges and epic journey to become one of Australia's most promising athletes.
Not only did Bronte help defend the 4x100m freestyle gold medal, but her team broke their own record set in 2014!
Hear about her challenges and epic journey to become one of Australia's most promising athletes.
IMAP AWARDS WINNERS 2019 ANNOUNCED
IMAP Managed Account Industry Awards 2019
Recognising best in class for Managed Account Licencees, Innovators and Investment providers
The Winners of the 2019 IMAP Managed Account Awards are:
Licensee Managed Account
- Viridian Advisory
Innovation (recognising advances made in the development of Managed Accounts)
- Praemium
Australian Equities
- Elston Asset Management
Australian Equities Small Cap
- Macquarie Investment Management
International Equities
- Watershed Funds Management
Multi Asset Class
- Soteria Capital
Australian Fixed Interest
- Real Asset Management
IMAP’s adjudication panel for the Awards is comprised of an independent researchers and other investment specialists – Dominic McCormick, Angela Ashton, Nigel Douglas, Brad Matthews, Paul Saliba, Mark Oliver and Stuart Alsop.
Managed Accounts are becoming more central to the way in which Licensees and Advisers implement their advice, and IMAP wants to ensure that best practice amongst investment managers and licensees is promoted and recognised.
The IMAP Managed Account Awards are selected by a panel of experienced investment professionals. They understand the portfolio construction and investment selection process through their experience on investment committees, in running managed account and fund portfolios and through their hands on involvement in the development of managed account portfolios.
Why Enter?
Being a finalist, let alone a winner, in the IMAP Managed Accounts Awards brings with it the recognition of your peers that your processes and service to investors is regarded as high quality.
Success in the Awards will demonstrate to your staff, advisers and clients what it is that sets your services apart and you’ll have the logos and trophy to prove it.
The IMAP Managed Account Awards are selected by a panel of experienced investment professionals. They understand the portfolio construction and investment selection process through their experience on investment committees, in running managed account and fund portfolios and through their hands on involvement in the development of managed account portfolios.
Why Enter?
Being a finalist, let alone a winner, in the IMAP Managed Accounts Awards brings with it the recognition of your peers that your processes and service to investors is regarded as high quality.
Success in the Awards will demonstrate to your staff, advisers and clients what it is that sets your services apart and you’ll have the logos and trophy to prove it.
As a winner, you’ll have the opportunity to be involved in IMAP events and conferences as a leading example of how managed accounts can be successfully integrated into advice practices
Come along to the IMAP AWARDS and be part of your industry ...
1. SELECT A CATEGORY
Please note that you may enter more than one category but a separate submission is required for each category that you enter, and only one entry per category is allowed.
- Innovation
- Licensee Managed Account Portfolios
- Investment Asset Classes (Australian Equities / Australian Equities Small Cap / International Equities / Multi Asset / Australian Fixed Interest)
- Innovation
- Licensee Managed Account Portfolios
- Investment Asset Classes (Australian Equities / Australian Equities Small Cap / International Equities / Multi Asset / Australian Fixed Interest)
2. IF ENTERING FOR THE LICENSEE OR INVESTMENT ASSET CATEGORIES PLEASE DOWNLOAD AND COMPLETE THE EXCEL SPREADSHEET
If entering in an Investment Asset Class or Licensees category, please note that there are two parts to a Submission - Part 1 is to complete the Quantitative Data Spreadsheet and Part 2 is to complete all fields of the online submission form and submit this with all attachments.
3. COMPLETE AND SUBMIT YOUR SUBMISSION FORM (Select Category from Buttons below)
HINT:
The online submission form needs to be filled out and completed in one session.
The easiest way is to highlight all the text and "copy and paste" it into a blank Word Document to prepare all your answers offline. Then simply paste your answers back into the on-line submission.
You will receive an email confirming your submission with a copy of all information submitted. Please note that there are different questions for each of the 3 types of Categories, select the correct category for your submission below:
- Licensee
- Investment Asset Classes
- Innovation
The easiest way is to highlight all the text and "copy and paste" it into a blank Word Document to prepare all your answers offline. Then simply paste your answers back into the on-line submission.
You will receive an email confirming your submission with a copy of all information submitted. Please note that there are different questions for each of the 3 types of Categories, select the correct category for your submission below:
- Licensee
- Investment Asset Classes
- Innovation
4. PRESENTATION TO JUDGING PANEL BY LICENSEES & INNOVATION FINALISTS (only)
Please Note:
A presentation to the Judging panel will be required of Finalists in the Licensee and Innovation Categories(only) in the week commencing 3rd June 2019.
You will be contacted by IMAP Awards team if a Presentation is required from you.
A presentation to the Judging panel will be required of Finalists in the Licensee and Innovation Categories(only) in the week commencing 3rd June 2019.
You will be contacted by IMAP Awards team if a Presentation is required from you.
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.
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 Portfolio Manager - Select Asset Management
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.
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 fund
Mark OliverHead of Managed Accounts for Macquarie Wealth Management
Mark Oliver is head of Managed Accounts for Macquarie Wealth Management. He has 30 years international and local experience in wealth management across both the business and technology.
Mark has worked in government and personal superannuation, life insurance, Wrap platforms, online trading and managed accounts. Prior to joining Macquarie in 2007 Mark managed his own consulting company, primarily consulting to large Wrap platforms on product and technology development. In his current role Mark is involved in determining which investment managers are added to the SMA menu.
Stuart AlsopHead of Data Australia / New Zealand - FE
After working in the FE offices in London for many years where he held various senior data analyst roles, Stuart moved to Sydney in 2015 to run the Australian & New Zealand fund database covering Managed Funds, ETFs, LICs and domestic Equities, providing purely quantitative information to the financial services industry.
Angela AshtonCo-founder - Evergreen Consultants
Angela Ashton co-founded Evergreen Consultants and has 25 years experience in investment markets. She has held senior investment roles at QIC, and was Head of Ratings at van Eyk Research and Lonsec. She holds a BSc, BEcon, MComm (Fin), is a Fellow of FINSIA and completed the CIMA qualification.
Paul SalibaFounder & Managing Director - Evolutionary Portfolio Services
Paul is an investment specialist having joined the industry in the late 1990s with roles including Supervisory Analyst roles with Citigroup and Credit Suisse and within ANZ Asset Management.
Paul has also worked closely with financial planning practices and planners and their clients since 2008, Paul has worked in roles, such as, Chief Investment Officer of Lachlan Partners, Portfolio Manager at Mosaic Portfolio Advisers and Head of Equities & Portfolio Construction at IOOF.
At IOOF Paul was the investment manager for the Managed Account (and model) portfolios across the group with in excess of $2.6billion under management.
He was also a responsible manager on the AFSLs of the MDA provider and two of the advice businesses.
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
22 Mar 2019
SUBMISSIONS OPEN
22 Mar 2019
19 Apr 2019
SUBMISSIONS CLOSE
1 May 2019
JUDGING COMMENCES
1 May 2019
30 May 2019
FINALISTS ANNOUNCED
5 June 2019
INNOVATION & LICENSEE PRESENTATIONS
5 June 2019
Tuesday 25 June 2019 (new date) 6pm - 8pm
AWARD NIGHT
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 single sector 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
HERE ARE QUESTIONS AND ANSWERS ABOUT MAKING AN IMAP AWARD SUBMISSION
General Criteria:
- What Legal Structures qualitfy?
Answer
The portfolio that you are entering in a category needs to be offered through a managed account structure with one of the following legal structures:
- registered Managed Investment SCheme (MIS)
- MDA
- IDPS
- IDPS "like"
- IMA and SMA - Should the Fees to be provided in the Data Submission Spreadsheet incl GST and RITC (Reduced Input Tax Credit)?
Answer
The Fees provided in your submission should include GST less RITC
(if applicable).
If you are unsure then please contact the IMAP awards team on
From 2017
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INFORMATION ON THE IMAP 2019 AWARDS VENUE
Venue Details - Sydney Tuesday 25th June 2019 6pm to 8pm Cocktail function
Located in the bustling heart of the city, Sydney Harbour Marriott Hotel at Circular Quay welcomes guests with superb service, luxury amenities and a prime location. Guests are near dining, fashion and entertainment hot spots, as well as top attractions, including Sydney Harbour Bridge, the Opera House, The Rocks and Hyde Park.
Event Venue's Address:
30 Pitt Street
(Circular Quay end)
Sydney 2000
Contact details for the Sydney Harbour Marriott
https://www.marriott.com/hotels/travel/sydmc-sydney-harbour-marriott-hotel-at-circular-quay/
Phone (02) 9259 7000
Email:
(Circular Quay end)
Sydney 2000
Contact details for the Sydney Harbour Marriott
https://www.marriott.com/hotels/travel/sydmc-sydney-harbour-marriott-hotel-at-circular-quay/
Phone (02) 9259 7000
Email:
