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You are in   Business Excellence   ⁄   Best Practice   ⁄   IMAP Announces 2025 Managed Account Awards finalists

IMAP Announces 2025 Managed Account Awards finalists

05 Aug 2025
From IMAP - Institute of Managed Account Providers

The Institute of Managed Account Professionals (IMAP) has announced the finalists of the 2025 IMAP Managed Account Awards.

The awards cover both single sector asset classes and multi asset class programs delivered as either MDA portfolios or platform based SMAs.

In addition, the IMAP Licensee Award and Boutique Licensee Award specifically recognises managed account programs developed by Advice practices and licensees that are integrated into their advice process.

IMAP also recognises the two additional areas of Responsible Investing and Innovation within Managed Accounts.

The IMAP Awards take into account quantitative analysis and qualitative judgement.

The Awards are adjudicated by a panel of independent researchers and other specialists. Blackrock partnered with IMAP to undertake the quantitative analysis as well as sponsoring the Licensee Managed Account Portfolio categories. Australian Ethical are sponsors of the Responsible Investing Award, SQM Research are sponsors of the Innovation Award and Centric are sponsors of the Boutique Licensee Award. This year we welcome SuitabilityHub as our Technology Partner.

The Finalists for 2025 are:

Licensee Managed Account

  • Investblue
  • Morgan Stanley
  • Perpetual Private

Boutique Licensee Managed Account

  • Alvia Asset Partners
  • Halcyon Private Wealth
  • Mont Wealth Advisors
  • Strategic Wealth Lifestage

Responsible Investing Portfolio

  • Betashares
  • Implemented Portfolios
  • Lonsec
  • Russell Investment Management

Australian Equities

  • Infinity Asset Management
  • Lonsec
  • Perpetual Private
  • Resonant Asset Management

Australian Equities Small Cap

  • Accordius
  • Antares Equities
  • Infinity Asset Management

International Equities

  • Aoris
  • Loftus Peak
  • PPM Private Portfolio Managers

Multi Asset

  • Drummond Capital
  • Infinity Asset Management
  • Innova Asset Management
  • MLCAM
  • Morgan Stanley

Innovation

  • Count
  • LAB
  • North
  • Russell Investment Management

Fixed Interest

  • BondAdviser
  • MST Financial
  • Real Asset Management
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