IMAP Awards 2022

Winners Announced for 2022 The Finalists for 2022 Guest Speaker - Jaclyn Naracott Thanks to our Sponsors

Winners of IMAP Managed Account Award Categories 2022

IMAP AWARDS 2022 FINALISTS

IMAP Managed Account Awards 2022 Category Finalists

IMAP thanks our Australian Skeleton Olympian and World Cup race winner Jaclyn Narracott for being our Guest Speaker for the 2022 IMAP Awards Presentation

The IMAP Managed Account Awards recognise excellent practice by both financial advice firms, and investment managers.

This is important for both clients and those working in the industry as the best service providers have proven processes, are well resourced, and have a clear investment philosophy with solid track records.

GUEST SPEAKER - JACLYN NARRACOTT NARRACOTT - AUSTRALIAN WINTER OLYMPIC SILVER MEDALIST

The IMAP team and our guests for the evening thank our speaker for the Awards Presentation Ceremony event Jaclyn Narracott Winter Olympic Silver Medialist for interupting her traning and competion in Canada and speaking to us live about her chosen and very challenging Skeleton event from her experiecen as a Winner of a 2022 World Cup event in Europe and 2021 Olympic Silver medalist.

Jaclyn created history latest win at the St Moritz World Cup in January 2022, to become the first Australian to win a World Cup gold medal in the discipline of Skeleton racing downhill on a bobsled track.

IMAP is proud of Jaclyn's achievments and pleased to support her endeavours and representation as a top Australian sportswoman

Jaclyn had a great story to share about skill development and professionalism at the highest level, and also her amazing growth from a strong athletics background to transitioning to this very exciting and lightning fast of Skeleton, which at extremely high speeds demands athleticism, skill and nerves of steel.

Jaclyn featured on the banner of IMAP's Advice in Action Conference in a great action shot as she launched herself down the bobsled track on her skeleton racer

IMAP thanks our two Sponsors for their support in making the Managed Account Awards a success

IMAP Managed Account Industry Awards 2022

Recognising best in class for Managed Account Licensees, Innovators and Investment providers including a new category for ESG Portfolios

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

Enter in the IMAP AWARDS and be part of your industry ...

4 April 2022

SUBMISSIONS OPEN

4 April 2022

27 May 2022

SUBMISSIONS CLOSE

30 May 2022

JUDGING COMMENCES

30 May 2022

21 July 2022

FINALISTS ANNOUNCED

2 August 2022

INNOVATION & LICENSEE PRESENTATIONS

2 August 2022

Wednesday 24 August 2022 5.30pm Sydney time

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

Submissions which outline a related fund rather than a managed account structure will not be considered

If the managed account is operated entirely as an outsourced arrangement, it must be provided uniquely to the entrant.

Asset Class portfolios including ESG Portfolios:

Please note that for the Multi Asset Class and ESG Portfolio submissions, only Balanced Portfolios or equivalent “median client” portfolios should be submitted.

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
Investment Management structure and resourcing

Licensee Managed Account Portfolios

Please note that for the Licensee Managed Account Portfolio only Balanced Portfolios or equivalent “median client” portfolios should be submitted

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 as innovative

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)

- ESG Portfolio

2. IF ENTERING FOR THE LICENSEE OR INVESTMENT ASSET CATEGORIES PLEASE DOWNLOAD AND COMPLETE THE EXCEL SPREADSHEET

If entering in an Investment Asset Class,ESG Portfolio 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 4 types of Categories, select the correct category for your submission below:

- Licensee
- Investment Asset Classes
- ESG Portfolio
- Innovation

4. PRESENTATION TO JUDGING PANEL BY LICENSEES & INNOVATION FINALISTS (only)

Please Note:
A presentation to the Judging panel may be required of Finalists in the Licensee and Innovation Categories(only) in the week commencing 1st August 2022.

You will be contacted by the IMAP Awards team if a Presentation is required from you.

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).
What is the process if judges are conflicted due to their affiliation with an organisation submitting an entry into the awards?

Answer
If an awards judge is affiliated with an organisation, they are excluded from scoring that entry. The average of the other judges' scores is used in place of their score.

If you are unsure then please contact the IMAP awards team on awards@imap.asn.au

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.

David McDonald, CFA Investment Specialist, IMAP

David's role is focused on working to develop a community of interest among the professionals responsible for portfolio management of managed account programs. He has 30+ years’ experience in financial markets. He has worked as an economist, investment strategist, and has extensive experience in equity portfolio management and analysis. He was previously the Chief Investment Strategist for Credit Suisse Private Banking in Australia. He has worked in institutional asset management and private wealth in Australia and the UK, & started his career as an economist with the Australian government. David holds a Bachelor of Economics and a Graduate Diploma in Economics (honours) from the Australian National University. He is a CFA Charter holder and holds the Certificate in Investment Performance Measurement designation

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

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.

Robert da SilvaHead of Research - SQM Research

Robert has 35+ years experience as an investment manager & ratings expert. Prior to his current role, he was Head of Research & Deputy CIO at van Eyk Research leading their research team with responsibility for fund manager investment & ratings reports across all asset classes.He worked at BT and Principal Global Investors for 23 years and led their respective credit & fixed income capabilities, with focus on strategic & tactical asset allocation for BT's suite of balanced & capital stable funds. He holds aBBus (Finance & Economics), M Finance, GDip Applied Finance, and is a FINSIA Fellow

Toby PotterIMAP Chair

Toby has championed managed accounts and IMAP's mission for many years and is a key contributor for IMAP (along with others) in representation to ASIC on changes to MDA regulations, FASEA and to the Royal Commission His experience in the wider investments market is extensive, and his advice & experience is frequently sought after for his insights and detail. Toby is well known to many of the people in the advice, managed accounts and investment businesses.. His working experience includes key roles for NAB, IOOF, Morningstar, Managed Accounts, SFG Australia

Questions ?

Please contact the IMAP Awards team if you have any queries:

E: awards@imap.asn.au
P: 02 8003 4147

IMAP Events Team Contact Details for IMAP AWARDS 2022

Please contact the IMAP Event team with any queries:

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

Phone: +61 2 8003 4147