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AWARD CATEGORY FINALISTS ANOUNCED BELOW
BOOK TO ATTEND THE IMAP AWARDS PRESENTATIONS - BE PART OF YOUR INDUSTRY

HEAR ABOUT THE AWARD ENTRIES FOR 2019
MAKE YOUR PLANS TO ENTER IN 2020


HEAR BRONTE CAMPBELL TALK ABOUT HER CHAMPIONSHIP OLYMPIC SWIMMING JOURNEY

BOOK HERE TO ATTEND THE IMAP AWARDS NIGHT TUESDAY 25th JUNE 2019 (NEW DATE)
MARRIOTT HOTEL..PITT ST. SYDNEY

Counting down to the IMAP Managed Acounts Awards 2019

IMAP Announces Managed Account Awards Finalists 2019

Licensee Managed Account

• Canaccord
• 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

International Equities

• Loftus Peak
• 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

Innovation

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

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

KEYNOTE SPEAKER

Bronte Campbell
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.
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HOW TO ENTER

IMAP Managed Account Industry Awards 2019

Recognising best in class for Managed Account Licencees, Innovators and Investment providers

 

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.

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)

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

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.
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.
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 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 Oliver
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 Ashton
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 Saliba
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 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

SUBMISSIONS OPEN

22 Mar 2019

19 Apr 2019

SUBMISSIONS CLOSE

JUDGING COMMENCES

1 May 2019

30 May 2019

FINALISTS ANNOUNCED

INNOVATION & LICENSEE PRESENTATIONS

5 June 2019

Tuesday 25 June 2019 (new date) 6pm - 8pm

AWARD NIGHT

2019 IMAP Managed Account Awards 
Terms & Conditions of Entry

We are delighted that you would like to participate in the 2019 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 Level 2, 22 Pitt 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 19th April 2019 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

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: 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 Programme Manager on

Email Address: jenny.phimleut@imap.asn.au

Phone: +61 2 8003 4147

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:

  1. 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


  2. 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 awards@imap.asn.au

Licensee Award Sponsored by

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Questions ?

Please contact Jenny Phimleut if you have any queries:

E: jenny.phimleut@imap.asn.au
M: 0433 130 555

P: 02 8003 4147

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: sydneyharbour.reservations@marriotthotels.com
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IMAP Events Team Contact Details for IMAP AWARDS 2019

Please contact the IMAP Event team with any queries:

Email Address:

If you have any queries please contact Jenny Phimleut at the IMAP Awards team on E: awards@imap.asn.au

Phone: +61 2 8003 4147 

© 2019 IMAP - Institute of Managed Account Professionals

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