Standard & Poor’s Fund Services, in association with Professional Planner, today announced the finalists for the 2011 S&P Fund Awards. This year, S&P is offering awards across 10 sectors and two group categories – Product Distributor of the Year and the coveted Fund Manager of the Year. In addition, this year there is a new award for Sustained Excellence.
The S&P Fund Awards are now in their eighth year in Australia and recognise excellence within the Australian fund management industry. 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.
S&P head of research, Leanne Milton says: “S&P congratulates each of the finalists on their nominations. There are some familiar faces from the past, and a healthy mix of boutique and mainstream managers. We are also pleased to be able include two sector awards this year in Alternative Strategies to distinguish the large array of equity-based strategies from those that we consider true diversifiers for investor’s portfolios. In addition, we have introduced a Sustained Excellence award that will be presented to a fund manager that has distinguished itself by consistently winning its sector award over a number of years, including 2011.”
Simon Hoyle, editor of Professional Planner, says: “Professional Planner’s audience is those financial planners who are committed to achieving true professional status for their industry. This cohort approaches the task of identifying and employing investment management firms in a very different way from those planners who are focused on sales or transactions. It’s critical for Professional Planner’s readers to know which investment management firms have tried and tested investment processes, the people to implement those processes and a proven track record of delivering what they say they will deliver. The S&P research methodology seeks to identify exactly those managers, and that is why Professional Planner is delighted to be associated with these awards.”
SECTOR FINALISTS (in alphabetical order)
Australian Fixed Interest
• AMP Capital Investors Ltd.
• BlackRock Investment Management (Australia) Ltd. – (Indexed)
• Colonial First State Global Asset Management Ltd.
• PIMCO Australia Pty Ltd. (Equity Trustees Ltd.)
• Tyndall Investment Management Ltd.
Global Fixed Interest (including Diversified)
• Bentham Asset Management Pty Ltd.
• BlackRock Investment Management (Australia) Ltd. – (Indexed)
• Macquarie Investment Management Ltd.
• PIMCO Australia Pty Ltd. (Equity Trustees Ltd.)
• Schroder Investment Management Australia Ltd.
Property
• AEW Capital Management L.P. (BT)
• AMP Capital Brookfield Pty Ltd.
• CBRE Clarion Securities
Alternative Equity Strategies
• Ascalon / Regal Funds Management
• Colonial First State Investments
• K2 Asset Management Ltd.
• Platinum Asset Management
Alternative Diversified Strategies
• AQR Capital Management
• Aurora/ Barclays Capital Fund Solutions
• BlackRock Investment Management (AUS)
• Winton (Macquarie Professional Series)
Australian Equities – Large-Cap
• FIL Investment Management Ltd. (Australia)
• Greencape Capital Pty Ltd. (Challenger Managed Investments Ltd.)
• Perennial Value Management (Perennial Investment Partners Ltd.)
• Schroder Investment Management Australia Ltd.
• Tyndall Investment Management Ltd.
Australian Equities – Small-Cap
• Aviva Investors Australia Ltd
• Celeste Funds Management
• Eley Griffiths Group Pty Ltd.
• Fairview Equity Partners Pty Ltd. (nabInvest)
• Invesco Australia Ltd.
Global Equities – Developed Markets
• Arrowstreet Capital (Macquarie Professional Series)
• Grant Samuel (Epoch Investment Partners)
• Independent Franchise Partners (Macquarie Professional Series)
• Platinum Asset Management
• Walter Scott (Macquarie Professional Series)
Global Equities – Emerging Markets
• Aberdeen Asset Management
• BT Investment Management (MFS International (U.K) Ltd.)
• Colonial First State Global Asset Management Ltd.
• Schroder Investment Management Australia Ltd.
Multi-Sector
• Advance Asset Management Ltd.
• BlackRock Investment Management (Australia) Ltd. (Scientific)
• BT Investment Management Ltd. (Macro Strategy)
• Perpetual Investments
• Schroder Investment Management Australia Ltd.
GROUP FINALISTS (in alphabetical order)
Product Distributor of the Year
• Challenger Managed Investments Limited
• Equity Trustees Limited · Macquarie Professional Series
• Pinnacle Investment Management Ltd
• Zurich Investment Management Ltd
Fund Manager of the Year
• BlackRock Investment Management (Australia) Ltd.
• Colonial First State Global Asset Management Ltd.
• PIMCO Australia Pty Ltd. (Equity Trustees Ltd.)
• Schroder Investment Management Australia Ltd.
• Winton (Macquarie Professional Series)
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.
