Standard & Poor’s Fund Services, in association with Professional Planner magazine, 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 we are launching 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.
Head of Research, Leanne Milton said: “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.”
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 Asset 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 (UK) 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 14 October 2011.