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IMAP announces 2023 Managed Account Awards winners

29 Aug 2023

From IMAP - Institute of Managed Account Providers

The Institute of Managed Account Professionals (IMAP) has announced the Winners of the 2023 IMAP Managed Account Awards across 9 categories.

As in previous years, the quality and number of entries continues to grow, a reflection of the maturity of the managed account market in Australia.

“In 2022 IMAP introduced an ESG category to reflect the growing volume of ESG portfolios and in 2023 the inaugural Boutique Licensees category highlights the smaller advice businesses now working with experienced asset consultants to develop portfolios that reflect their investment philosophy. It’s part of the professionalisation of advice.” said Toby Potter – IMAP Chair on behalf of the judges.

“We wish to congratulate the winners in each of the awards categories; Single Sector Asset Classes (4), Multi Asset Class , ESG, Innovation, Licensee category and the new Boutique Licensee category.”

“In particular, the strength of the Licensee Category and Boutique Licensee Category recognise the breadth of use of managed accounts. Evaluation of the Licensees this year was enhanced with analysis of each portfolio using the BlackRock Aladdin risk and factor tools” says Potter

The multi asset class category is the most heavily contested. Speaking on behalf of the judges, Dominic McCormick said “While there is a clear qualitative scoring approach around investment philosophy, process, team and collateral, combined with risk adjusted performance, there was more discussion between the judges on the finalists in this category than in any other”

Toby Potter, Chair of IMAP. “I want to thank the Judging panel of independent researchers and other specialists for their time & energy. There are a significant number of entries each year and the work involved in reviewing them all in depth is considerable.”

The IMAP 2023 Managed Account Awards Category Winners are:

Tags:Dominic McCormick Toby Potter

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