By Jayson Forrest - Managing Editor - IMAP Perspectives
Get your Entries in by 26 June 2020 for the IMAP Managed Account Awards
The annual IMAP awards are designed to recognise and reward best practice in the development of managed account portfolios. IMAP encourages organisations to enter by 26 June 2020 in 3 categories (Licensee, Innovation and Investment (single and multi asset classes). Winning an IMAP award can be significant for your advice, platform, investment or service provider business.
The annual IMAP awards are designed to recognise and reward best practice in the development of managed account portfolios.
The awards cover both single sector asset classes and multi asset class portfolios. In addition, there is an award specifically for managed account portfolios offered by advice firms that are integrated into the advice process, as well as an innovation award that advances the development of managed accounts.
“Managed accounts are becoming a significant part of the advice profession and are proving their worth now, with market volatility requiring the ability to respond rapidly. The managed account programs that are offered by advice firms are an important development that we want to recognise,” said IMAP Chair, Toby Potter.
“We want the IMAP Managed Account Awards to be a recognition of practice excellence 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. They deserve to be recognised
The closing date for entries for this year’s IMAP Managed Account Awards for submissions is now 26 June 2020.
The IMAP Managed Account Awards provided external recognition from the industry that the winners and finalists were all marketplace leaders in delivering their managed account portfolios for clients.
Seven award categories
Now in its third year, the awards are judged across 3 areas comprised of the following 7 categories:
Licensee Managed Account
Australian equities small cap
Australian Fixed Interest
The awards are selected by a respected panel of judges, comprising of experienced investment professionals who have a deep understanding of the portfolio construction and investment selection process.
This experience has been gained by working on investment committees, in running managed accounts and fund portfolios, and through their hands-on involvement in the development of managed account portfolios.
Last year’s winner of the Licensee Managed Account category, Viridian Advisory, said that winning the award was “significant” for the advice business.
“Winning this award clearly validates all the hard work we have put into building the managed accounts business within Viridian Advisory,” said Viridian Advisory, Chief Investment Officer, Piers Bolger.
“It also reflects the very strong professionally led investment team we have, our robust investment process, and the fact that, as a business, we are prepared to put the resources into our investment capabilities to deliver the best outcomes for our clients.”
Each category winner will be invited to present at IMAP Portfolio Management Conferences in Sydney & Melbourne, now being held in November 2020.
The Award Winners will be announced in August 2020
The 2020 IMAP Managed Account Award winners will be announced in August.
Each category award winner will be invited to present at IMAP Portfolio Management Conferences in Sydney and Melbourne, which will now be held in November 2020.
The winners will share their insights on what makes their approach to managed accounts so successful.
For more information on the IMAP Managed Account Awards, click here