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.

Toby Potter, IMAP Chair: “Managed Accounts have become one of the fastest growing parts of the advice profession because they provide advisers and licensees with a superior way of delivering better client outcomes that more closely align with client goals. We are seeing continued evolution of the technology and portfolio management capability in Managed Accounts”.

“We had more entrants this year than ever, and a wider variety of portfolios. We are demanding ever higher standards of ourselves as a profession and this is reflected in the standard of portfolio management from the asset consultants, investment teams and the advisers who connect these capabilities to each client’s own circumstances”.

“The IMAP Managed Account Awards are only possible because of the commitment of the judges who dedicate considerable time, and the benefit of their professional expertise, to assessing the many entries which we receive. On behalf of all the entrants I want to thank them for their efforts.”

The IMAP 2025 Managed Account Awards Category Winners are:

About the IMAP Awards Judges

Deanne Baker has joined the judging panel for the first time this year and is Deputy Chief Investment Strategist for Evidentia.

Brad Matthews has 30 + years experience in the finance industry and is a highly regarded investment strategist.

Dominic McCormick cofounded multi asset and alternatives manager Select Asset Management.

Nigel Douglas is the principal of Douglas Funds Consulting and provides investment committee and research services.

Rob da Silva is Head of Research at Foresight analytics and has 39+ years of experience across two careers as a highly regarded investment manager & a leading research ratings expert.

Chetan Trehan is Sector Head real Assets, Alternatives and Multi Asset Funds with research house SQM Research.

Toby Potter is Chair of IMAP and Executive Director of Philo Capital Advisers.

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Nigel Douglas, Chief Executive Officer, of Douglas Funds Consulting Pty Ltd, drawing on statistical analysis by asset allocation specialist research firm Heuristic Investment Systems, carried out in-depth research as to why investors are directing their attention to global small-cap equities.

Among the key research findings:

• A standalone allocation to global small-caps of 5 per cent is justified for a typical ‘balanced’ Australian institutional portfolio (including large-cap global equities, emerging market equities and domestic small-cap equities) from a strategic asset allocation perspective, relative to other asset classes.
• There is a definite opportunity for active managers to add value given the breadth of investment opportunities.
• Global small caps ex Australia (in Australian dollar terms), on average, have outperformed global large caps by about 4.2 per cent a year over the past 15 years (to 29 January 2016) with their respective volatility not that dissimilar.
• The top quartile of investment managers in this asset class have consistently beaten the index by about 3 per cent (gross of fees) over 5 and 10 years with some highly ranked managers doing even better.

Read the white paper here.

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