The Institute of Managed Account Professions (IMAP) have named Kearney Group as finalist for the 2022 IMAP Managed Account Awards.

Judges have selected the Group’s Ethos Portfolios for the inaugural award for best ESG Portfolio. Other finalists in the ESG category include: Lonsec, Morgan Stanley Wealth Management, Russell Investments, and DNR Capital.

The IMAP Managed Account Awards recognise excellent practice, by advice firms and investment managers.

IMAP says the Awards are “important for both clients and those working in the industry as the best service providers have proven processes, are well resourced, and have a clear investment philosophy with solid track records.”

“We’re honoured to be considered for this award,” says Group CEO, Paul Kearney. “It’s great to see the huge effort behind Ethos being recognised.”

 

The ethos behind Ethos Portfolios.

“We believe good investment is responsible investment,” says Paul. Moreover, we know “short-term gains that come at the expense of our community and planet, aren’t really ‘good returns’.”

Ethos Managed Portfolios was born out of this belief. So, the Portfolios explicitly consider environmental, social and governance (‘ESG’) factors in fund manager selection and investment decision-making processes.

Paul says ESG criteria is not only ‘nice to have’. It’s also indicative of high performance and long term value; a view is supported by research from the RIAA.

In their findings, the RIAA notes that “responsible investment funds outperform mainstream funds over most time frames and asset classes.” ¹

 

Quality finalists, expert panel.

“IMAP have been industry and thought leaders in the Managed Accounts space for many years,” says Kearney Group COO, Matt Englund.

And IMAP has assembled an expert panel to judge the Awards.

The panelists boast “experience on investment committees, in running managed account and fund portfolios, and through hands-on involvement in the development of managed account portfolios,” says IMAP.

“To be considered by such an eminent panel for the inaugural ESG award is a credit to the team here at Kearney Group and our partners at Zenith,” Matt concludes.

 

Winners announced in August.

Award winners will be announced on August 24. The award ceremony will take place in Sydney, Australia.

 

Learn more.

You can also learn more about Ethos Managed Portfolios and all things ESG, here at Kearney Group.

Contact us to make the switch to Ethos.

For more about the IMAP Awards, click here.