Challenge and consider changing your licensee
- published on 17/05/2012
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The professional obligations of financial planners trump those of their employers and should guide their behaviour in dealing with practices or processes that ... [more]
Collingwood couldn’t do it. Can Colonial?
- 7 October, 2011
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To become a profession there are certain foundations and hallmarks that the profession should meet
In 2010 the S&P Fund Awards Fund Manager of the Year, presented in association with Professional Planner, went to Colonial First State Global Asset Management.
In a feat that eluded Collingwood in this year’s AFL Grand Final, Colonial will be looking to go back-to-back , after being shortlisted for the 2011 awards’ top honour, along with BlackRock Investment Management, PIMCO Australia, Schroder Investment Management and Winton.
There are familiar faces in the Product Distributor of the Year category, too, where Macquarie is on-track for a hat-trick. Product Distributor of the Year is open to organisations that bring to market the investment management capabilities of a third party. In 2010 the award went to the Macquarie Professional Series, following its success in 2009.
Macquarie is shortlisted again in 2011, along with Challenger Managed Investments, Equity Trustees, Pinnacle Investment Management and Zurich Investment Management.
Consistency is a virtue among fund managers – along with an adherence to delivering what is promised. Doing “what it says on the tin” is critical for financial planners searching for reliable investment solutions for clients.
Investment performance cannot be predicted; but if performance is an outcome of a known, transparent and robust process, then surprises may at least be minimised. It’s when fund managers do unexpected things that planners get caught on the hop, and when undertakings to clients are compromised.
The S&P Fund Awards reward consistency by examining not the raw performance data of a fund manager, but the people, systems and processes that underlie that process.
It’s an approach to defining “the best” that rewards quality and recognises those fund management organisations with a genuine commitment to creating fund management products and solutions that in turn help financial planners deliver value to clients.
2011 FINALISTS
Fund Manager of the Year
• BlackRock Investment Management (Australia)
• Colonial First State Global Asset Management
• PIMCO Australia (Equity Trustees)
• Schroder Investment Management Australia
• Winton (Macquarie Professional Series)
Previous winners: Colonial First State Global Asset Management (2010); BlackRock Investment Management (2009)
Product Distributor of the Year
• Challenger Managed Investments
• Equity Trustees
• Macquarie Professional Series
• Pinnacle Investment Management
• Zurich Investment Management
Previous Winners: Macquarie Professional Series (2010); Macquarie Professional Series (2009)
The awards will be announced at a business luncheon at The Ivy, Sydney, on Friday October 14, 2011. For enquiries about the event please contact Sean Scallan at Conexus Financial on (02) 9227 5719 or via email at sean.scallan@conexusfinancial.com.au.
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