The strategy with the highest final score in its peer group wins the Best-in-Class award. Up to two Outstanding Achiever awards will be given to Strategies within a 5% margin below the Best-in-Class.

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Judges will evaluate the fund based on the alignment level with the EU's SFDR Article 8 and 9 regulatory technical standards for sustainable impact. An independent ESG and key sustainability metrics report of the funds submitted by the candidates will be drawn from BlueOnion to demonstrate the walking the talks of the funds' ESG scoring, Risk ranking, and rating, as well as the Paris Agreement's Temperature alignment against their peers. 

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3 Steps to the Title:

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Step 1: – Decide which investment strategies you would like to put forward. 

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Step 2: – Fill out the Multiple Choice Questionnaire for each entered category. Due to increasing entries yearly, we can no longer offer each fund an opportunity to the Gatekeeper Forum. To present the best of the best in front of the judges, candidates who have met the qualifying threshold will be shortlisted to enter the Gatekeeper Forum. These shortlisted candidates are determined by the quality of the answers provided in the questionnaire.

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Step 3: – Attend The Gatekeeper Forum, where judges will rate their interviews with the PM/CIO based on the criteria specified for each type of award. This is a subjective process, and the judges will be provided with the submissions, the independent financial performance reporting provided by Morningstar, and the sustainability performance by BlueOnion. The forum is highly curated, and only the PM, CIO, or Product Specialists are invited to meet the Senior Gatekeepers in person. During the 30-minute session, 3-5 jurors will ask in-depth questions along the five critical pillars to further understand team practices.  Jurors signed up/assigned to a particular peer group will score based on their experience with the fund house and team and the evidence presented. 

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Other Rules:
Submitting Materials for Multiple Regions – If you are entering the same category for more than one region, you may use the same information, documents, and flagship fund across all the areas. For example, you've entered your global fixed-income strategy for Hong Kong, Singapore, and Taiwan. You may use the same information for all three regions.  You would still need to complete the submission for each region separately.  Submit all the answers and documents for the first region, then simply input the related submission ID for the other regions.

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Submitting Materials for Multiple Strategies – Separate groups of jurors will evaluate different product types, so please make sure there is one submission per strategy. Please submit separate entries for each system, except Pillar 5-Corporate Strength (only need to submit this once for all entries). DO NOT send one request to represent different strategies.

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Merging Categories – To ensure the quality of the awards, categories with less than three funds participating may be incorporated into a larger category of the same kind without prior notice.