IMAP reveals finalists in managed accounts awards

Yasmine Raso

Senior Journalist, Financial Newswire

6 August 2025

The Institute of Managed Accounts Professionals (IMAP) has recognised 28 individual fund managers as finalists in its 2025 Managed Account Awards.

The awards program features nine categories covering select asset classes, licensee activities, responsible investing and innovation within managed accounts.

A statement from IMAP confirmed the judgement process involves both quantitative and qualitative analysis, conducted by a panel of ‘adjudicators’ including Brad Matthews, SQM Research’s Chetan Trehan, Lonsec Investment Solutions’ Deanne Baker, Dominic McCormick, consulting specialist Nigel Douglas, Foresight Analytics’ Rob da Silva, and IMAP Chair Toby Potter.

The winners will be awarded at a ceremony held in Sydney at the end of August.

The finalists 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