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.

The post Standard & Poor’s Announces 2011 S&P Fund Awards Finalists appeared first on AdviserVoice.