We’re proud to announce that Morgan Stanley Wealth Management Australia has been awarded both the Licensee Managed Account and Multi Asset categories at the 2025 IMAP Managed Account Awards.
These accolades reflect independent recognition of the strength, quality, and depth of our investment capabilities, and specifically celebrate the work of our Investment Strategy and Solutions team. Morgan Stanley has consistently featured as finalists or winners in these awards since 2021 showcasing commitment to our in-house managed portfolio capabilities.
Recognising Excellence in Managed Accounts
Presented annually by the Institute of Managed Account Professionals (IMAP), these awards highlight best practice among Australian investment managers and licensees. The judging process involved a comprehensive review of our investment and solutions capability, including:
- Investment committee structure and resourcing
- Alignment with our investment philosophy
- Client and adviser communications
- Portfolio performance, risk metrics, and cost efficiency
A Testament to Teamwork and Strategy
Winning the Multi Asset category, the most competitive award, underscores our commitment to risk-adjusted portfolio management and long-term value creation. As IMAP Chair Toby Potter noted:
“A strong set of results from Morgan Stanley in the Multi Asset award, the largest and most strongly contested category. This was complimented by excellent risk metrics, and reflects the risk adjusted approach to portfolio management which the Morgan Stanley team have developed. Australia’s largest managed accounts portfolio managers contest this category and the win, yet again, is a tribute to Morgan Stanley.”
Strength in Partnerships
We also congratulate Aoris Investment Management on winning the International Equities category. As one of our third-party SMA partners, their recognition further reinforces the strength and diversity of our wealth management offering in Australia.
Looking Ahead
These awards are a testament to the expertise and strategic vision of our team. We remain committed to delivering exceptional outcomes for our clients and continuing to lead in managed account innovation.
