For the second year running, Professional Planner and fund research group Standard & Poor’s (S&P) have joined forces to recognise excellence in the Australian managed funds industry. Today, we are pleased to announce the complete list of finalists in the 2010 S&P/Professional Planner Fund Awards.
The awards recognise outstanding achievement in 10 separate sectors, as well as an overall Fund Manager of the Year, and Product Distributor of the Year.
Two new sector have been added to the line-up for 2010: best structured product, and best separately managed account (SMA).
A director of fund services at S&P, Leanne Milton, says the list of finalists includes some new faces, and “a healthy mix of boutique and mainstream managers”.
The S&P Fund Awards are now in their seventh year in Australia. The methodology is based on a qualitative assessment of specific investment-management capabilities within a sector, rather than being based on past performance of individual funds.
In 2009 Macquarie edged out Equity TRustees, Pinnacle Investment Management and Zurich Investment Management to claim Product Distributor of the Year, while BlackTock Investment Management won the coveted Fund Manager of the Year award, beating Colonial First State MLC Investments and Vanguard to the title.
The 2010 awards will be announced at a business luncheon at The Ivy, Sydney, on Friday Oct. 29, 2010. For enquiries about the event please contact Laurence Jarvis at Conexus Financial on (02) 9227 5704 or via email at laurence.jarvis@conexusfinancial.com.au
SECTOR FINALISTS (in alphabetical order)
Australian Fixed Interest
– AMP Capital Investors
– Colonial First State Investments
– PIMCO Australia (Equity Trustees)
– Tyndall Investment Management
– UBS Global Asset Management (Aust)
International Fixed Interest (including Diversified)
– Bentham Asset Management
– Colonial First State Investments
– Macquarie Investment Management
– PIMCO Australia (Equity Trustees)
– Schroder Investment Management Australia
Property
– AEW Capital Management (BT)
– AMP Capital Brookfield
– CBRE Global Real Estate Securities (Advance)
– ING Clarion Real Estate Securities
Alternative Strategies
– BlackRock Investment Management (Aust)
– Colonial First State Global Asset Management
– Denning Pryce (Zurich)
– K2 Asset Management
– Platinum Asset Management
Australian Equities – Large Cap
– Ausbil Dexia
– BT Investment Management
– Fidelity Investments Australia
– Perennial Investment Partners (Perennial Value Management)
– Tyndall Investment Management
Australian Equities – Small Cap
– Aviva Investors Australia
– Celeste Funds Management
– Eley Griffiths Group
– Fairview Equity Partners
– Invesco Australia
International Equities – Developed Markets
– Arrowstreet Capital (Macquarie Professional Series)
– Independent Franchise Partners (Macquarie Professional Series)
– MFS Investment Management (BNP Paribas Investment Partners (Australia))
– Platinum Asset Management
– Walter Scott & Partners (Macquarie Professional Series)
International Equities – Emerging Markets
– Aberdeen Asset Management
– Colonial First State Investments
– Franklin Templeton Investments Australia
– Schroder Investment Management Australia
Separately Managed Accounts
– Dalton Nicol Reid
– Goldman Sachs Asset Management & Partners Australia
– Ralton Asset Management
Structured Products
– AXA Asia-Pacific (N.M. Superannuation – RE)
– Commonwealth Bank of Australia
– ING Funds Management
GROUP FINALISTS (in alphabetical order)
Product Distributor of the Year
– Equity Trustees
– Macquarie Professional Series
– Pinnacle Investment Management
– Zurich Investment Management
Fund Manager of the Year
– Colonial First State Investments
– Fidelity Investments Australia
– Perennial Investment Partners
– Schroder Investment Management Australia
– Tyndall Investment Management
Further information on the S&P Fund Awards can be found HERE
