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IMAP announces Managed Account Awards 2019 Winners

The Institute of Managed Account Professionals (IMAP) today announced the winners of the 2019 IMAP Managed Account Awards.
 
“The quality and depth of the entries has again impressed our awards judging panel.  It was a very close contest in each of the categories,” said Toby Potter – IMAP Chair on behalf of the judges.
 

Toby Potter, Chair of IMAP, announced the release of an industry agreed data standard for the transmission of model portfolio data between industry participants.

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

As at 31 December 2018, Funds Under Management (FUM) in Managed Accounts stood at $62.12 bn which is just down by 0.5% (or $0.32 bn) on the 30 June 2018 FUM total of $62.43 bn.