Congratulations to the winners of the Benchmark Fund of the Year Awards. It is an exceptional year to celebrate Benchmark Hong Kong 20th anniversary!  This is also the year we co-organize the award with the most disruptive Sustainability and Qualitative analytic platform, BlueOnion, a sister company of organizer, WealthAsia Media. The committee is overwhelmed with this year's submissions across the region and sincere gratitude to the 40 jurors who have diligently screened through the hard work of the fund houses and have attended 35 Gatekeeper Forum sessions.

Co-organizer

GRAND TITLE ANNOUNCEMENTS

To be announced at the Gala Awards Ceremony

Winners of the 2023's Awards

The House Awards recognize managers of various asset classes and strategies for delivering sustained, consistent outperformance on a risk-adjusted basis.  The winning strategy has demonstrated excellence across five Benchmark's forward-looking pillars across Investment Approach, Performance & Risk, Portfolio Management, Stewardship, and Corporate Quality.

Winning Titles
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.

Winners of the 2023's Awards

Asset ClassCategoryCompanyAward
EquityAsia Income EquityRegrettably, there are no winners in this category
EquityChina EquityBNP Paribas Asset ManagementBest-in-Class
EquityChina Income EquityRegrettably, there are no winners in this category
EquityGlobal EquityNinety One Best-in-Class
EquityHong Kong EquityRegrettably, there are no winners in this category
EquityUS EquityNinety One Outstanding Achiever
Sector EquityTechnology & Communications Sector EquityFranklin Templeton Investments (Asia) LimitedOutstanding Achiever
Sector EquityTransportation Sector EquityRegrettably, there are no winners in this category
Fixed IncomeAsia Fixed IncomeBEA Union Investment ManagementBest-in-Class
Fixed IncomeAsia Fixed IncomeBOCHK Asset Management LimitedOutstanding Achiever
Fixed IncomeAsia Fixed IncomeTaikang Asset Management (Hong Kong) Company LimitedOutstanding Achiever
Fixed IncomeChina Fixed IncomeBOCHK Asset Management LimitedOutstanding Achiever
Fixed IncomeChina Fixed IncomeTaikang Asset Management (Hong Kong) Company LimitedOutstanding Achiever
Fixed IncomeEmerging Markets Fixed IncomeRegrettably, there are no winners in this category
Fixed IncomeGlobal Fixed IncomeManulife Investment ManagementBest-in-Class
Fixed IncomeGlobal Fixed IncomeBNY Mellon Investment Management Hong Kong LimitedOutstanding Achiever
Fixed IncomeGlobal Fixed IncomeE Fund Management (Hong Kong) Co., Limited.Outstanding Achiever
Fixed IncomeGlobal Fixed IncomePrincipal Hong KongOutstanding Achiever
Fixed IncomeHigh Yield Fixed IncomePrincipal Hong KongBest-in-Class
Fixed IncomeHigh Yield Fixed IncomeBOCHK Asset Management LimitedOutstanding Achiever
Fixed IncomeHong Kong Fixed IncomeRegrettably, there are no winners in this category
Fixed IncomeUS Fixed IncomeAmundi Hong Kong LimitedOutstanding Achiever
Multi-AssetsAsia Allocation Mixed AssetRegrettably, there are no winners in this category
Multi-AssetsBalanced Mixed AssetRegrettably, there are no winners in this category
Multi-AssetsFlexible Mixed AssetManulife Investment ManagementBest-in-Class
Multi-AssetsFlexible Mixed AssetAmundi Hong Kong LimitedOutstanding Achiever
Multi-AssetsFlexible Mixed AssetBOCHK Asset Management LimitedOutstanding Achiever
AlternativesLong/Short EquityChina Asset Management (Hong Kong) LimitedBest-in-Class
CategoryCompanyAward
Best Asia Equity ETF IssuerRegrettably, there are no winners in this category
Best China Equity ETF IssuerHang Seng Investment Management LimitedBest-in-Class
Best China Equity ETF IssuerChina Asset Management (Hong Kong) LimitedOutstanding Achiever
Best Hong Kong Equity ETF IssuerHang Seng Investment Management LimitedBest-in-Class
Best Hong Kong Equity ETF IssuerCSOP ASSET MANAGEMENTOutstanding Achiever
Best Smart Beta Equity ETF IssuerRegrettably, there are no winners in this category
Best US Equity ETF IssuerRegrettably, there are no winners in this category
Best Fixed Income ETF IssuerCSOP ASSET MANAGEMENTOutstanding Achiever
Best Blockchain-linked ETF IssuerCSOP ASSET MANAGEMENTOutstanding Achiever
Best Leveraged & Inversed ETF IssuerCSOP ASSET MANAGEMENTOutstanding Achiever
Asset ClassCategoryCompanyAward
EquityAsia Pacific ex-Japan EquityUOB Asset ManagementOutstanding Achiever
EquityChina EquityBNP Paribas Asset ManagementBest-in-Class
EquityGlobal EquityNinety One Best-in-Class
EquityGreater China EquityUOB Asset ManagementOutstanding Achiever
Sector EquityTechnology & Communications Sector EquityRegrettably, there are no winners in this category
Sector EquityTransportation Sector EquityRegrettably, there are no winners in this category
Fixed IncomeAsia Fixed IncomeManulife Investment ManagementOutstanding Achiever
Fixed IncomeGlobal Fixed IncomeManulife Investment ManagementBest-in-Class
Fixed IncomeGlobal Fixed IncomeBNY Mellon Investment Management Hong Kong LimitedOutstanding Achiever
Fixed IncomeSingapore Fixed IncomeManulife Investment ManagementBest-in-Class
Fixed IncomeSingapore Fixed IncomeUOB Asset ManagementOutstanding Achiever
Multi-AssetsBalanced Mixed AssetRegrettably, there are no winners in this category
Multi-AssetsConservative Mixed AssetFullerton Fund Management Company LtdOutstanding Achiever
Multi-AssetsFlexible Mixed AssetManulife Investment ManagementBest-in-Class
AlternativesLong/Short EquityRegrettably, there are no winners in this category
指標類別獲獎公司獎項
亞洲股票收益宏利投信傑出表現
中國股票滙豐投信傑出表現
全球股票施羅德投信同級最佳
全球股票富蘭克林華美投信傑出表現
全球股票收益從缺,該類別無合資格得獎者
印度股票瀚亞投信同級最佳
印度股票群益投信傑出表現
台灣中小型股票統一投信同級最佳
台灣股票元大投信同級最佳
台灣股票安聯投信傑出表現
大中華股票統一投信傑出表現
日本股票從缺,該類別無合資格得獎者
美國股票法銀巴黎投顧同級最佳
產業股票 - 基礎建設元大投信同級最佳
產業股票 - 基礎建設統一投信傑出表現
產業股票 - 房地產元大投信傑出表現
產業股票 - 科技及通訊統一投信同級最佳
產業股票 - 科技及通訊法銀巴黎投顧傑出表現
全球固定收益施羅德投信同級最佳
新興市場固定收益安本同級最佳
美國固定收益瀚亞投信同級最佳
高收益固定收益施羅德投信同級最佳
亞洲股債混合從缺,該類別無合資格得獎者
平衡型股債混合富蘭克林投顧同級最佳
平衡型股債混合群益投信傑出表現
平衡型股債混合瀚亞投信傑出表現
積極型股債混合群益投信同級最佳
積極型股債混合復華投信傑出表現
靈活型股債混合施羅德投信同級最佳
多元策略從缺,該類別無合資格得獎者
指標類別獲獎公司獎項
最佳Smart Beta股票型ETF發行商富邦投信同級最佳
最佳Smart Beta股票型ETF發行商凱基投信傑出表現
最佳全球股票ETF發行商國泰投信同級最佳
最佳台灣股票ETF發行商國泰投信同級最佳
最佳台灣股票ETF發行商群益投信傑出表現
最佳美國股票ETF發行商富邦投信同級最佳
最佳Smart Beta固定收益型ETF發行商國泰投信同級最佳
最佳固定收益ETF發行商元大投信同級最佳
最佳固定收益ETF發行商國泰投信傑出表現
最佳AI機器ETF發行商國泰投信同級最佳
最佳槓桿與反向ETF發行商元大投信同級最佳
最佳量子計算ETF發行商新光投信傑出表現

The  Sustainability Award recognizes fund managers’ ability to manage medium- to long-term environmental, social, and governance (ESG) risks and opportunities, and are walking their talk sustainability practices. 

The flagship fund submitted by the candidates needs to demonstrate the walking the talks of the fund houses’ ESG, GC, and Temperature performances against their peers.

CategoryCompanyAward
Climate GovernanceBNP Paribas Asset ManagementOutstanding Climate Governance Award
Climate StrategyBNP Paribas Asset ManagementBest Climate Strategy Award
ESG IntegrationBNP Paribas Asset ManagementBest Equity ESG Integration Award
StewardshipBNP Paribas Asset ManagementOutstanding Stewardship Award
TransparencyRegrettably, there are no winners in this category
Impact Thematic - GSS BondPing An of China Asset Management (Hong Kong) Company LimitedBest-in-Class
CategoryCompanyAward
ESG IntegrationAmundi Hong Kong Limited Best-in-Class
CategoryCompanyAward
Climate StrategyBNP Paribas Asset ManagementBest Climate Strategy Award
ESG IntegrationBNP Paribas Asset ManagementBest Equity ESG Integration Award
StewardshipBNP Paribas Asset ManagementOutstanding Stewardship Award
Climate GovernanceBNP Paribas Asset ManagementOutstanding Climate Governance Award
TransparencyRegrettably, there are no winners in this category
指標類別獲獎公司獎項
最佳股票型ESG整合大獎鋒裕匯理投信同級最佳
最佳股票型ESG整合大獎永豐投信傑出表現
最佳股票型ESG整合大獎國泰投信傑出表現
最佳固定收益型ESG整合大獎從缺,該類別無合資格得獎者
盡職治理大獎國泰投信同級最佳
水資源主題法銀巴黎投顧傑出表現
永續生活從缺,該類別無合資格得獎者
環境影響從缺,該類別無合資格得獎者
社會影響法銀巴黎投顧同級最佳
能源轉型從缺,該類別無合資格得獎者
指標類別獲獎公司獎項
ESG整合大獎元大投信同級最佳
盡職治理大獎富邦投信同級最佳
治理影響富邦投信同級最佳
碳減排國泰投信同級最佳

The Top fund awards series are not open for nomination.

Benchmark's top Mutual Funds are selected based purely on quantitative data in our BlueOnion fund database. The subset awards strategies that demonstrate medium-to-long-term tangible outcomes without exposing the investors to unnecessary risks.  The performance assessment for the Top Funds in each category is calculated below:

20% – 1 Yr Annualized Return
25% – 3 Yr Annualized Return
20% – 1 Yr Sortino Ratio
25% – 3 Yr Sortino Ratio
10% – BlueOnion ESG Score

Winning Titles
The funds that are ranked in the top first Percentile (1st/100) in their respective peer groups will be awarded the Best-in-Class (BIC) title, and the funds ranked in the second and third Percentile (2nd/100 and 3rd/100) will be awarded the Outstanding Achiever (OSA) title.

ISINNameBENCHMARK CategoryAward Winners
LU0346390510Fidelity ASEAN Y-Acc-USDASEAN EquityBest-in-Class
LU1775963454Invesco Pacific Equity A USD ADAsia EquityBest-in-Class
LU0702159939Fidelity Asian Smaller Coms Y-Acc-USDAsia ex-Japan EquityBest-in-Class
LU1238072513AB China A Shares Eq A CNHChina A Shares EquityBest-in-Class
LU0936576080Fidelity China Focus Y-Dis-USDChina EquityBest-in-Class
LU0827876664BGF Emerging Europe D4 GBPEurope Emerging Markets EquityBest-in-Class
LU0334858593Invesco Pan European Equity A USD ADEurope EquityBest-in-Class
HK0000013786JPMorgan SAR European BEurope EquityOutstanding Achiever
LU0353648032Fidelity European Div Y-Acc-EUREurope Income EquityBest-in-Class
LU0414045582Allianz European Equity Div A EUREurope Income EquityOutstanding Achiever
LU1775961243Invesco Cnttl Eur Sm Cp Eq A USD ADEurope Small/Mid-Cap EquityBest-in-Class
LU1123736321MFS Meridian European Smlr Coms W1 USDEurope Small/Mid-Cap EquityOutstanding Achiever
LU1240328812Invesco Euro Equity A EUR AccEurozone EquityBest-in-Class
LU0640798160Eastspring Inv Global EM Dynamic AGlobal Emerging Markets EquityBest-in-Class
LU1174051687AB Global Core Eq A HKDGlobal EquityBest-in-Class
LU1075212081Invesco Global Equity Income A USD MD-GIGlobal Income EquityBest-in-Class
IE00BFMHRM44Neuberger Berman Glb Eq Mgtrnd USD AAccGlobal Small/Mid-Cap EquityBest-in-Class
HK0000133154PineBridge FS - Greater China Eq (Prov)Greater China EquityBest-in-Class
HK0000582236Hang Seng Index D HKD AccHong Kong EquityBest-in-Class
LU0329071053Jupiter India Select L GBP A IncIndia EquityBest-in-Class
LU1118698981Eastspring Inv Japan Dynamic AJJapan EquityBest-in-Class
LU0572961604Janus Henderson Hrzn Jpn Smr Coms A2 JPYJapan Small/Mid-Cap EquityBest-in-Class
IE0000828933Barings Latin America A USD IncLatin America EquityBest-in-Class
LU0622169059HSBC GIF Russia Equity ACEURRussia EquityBest-in-Class
GB0000407618HSBC FTSE 100 Index Retail IncUK EquityBest-in-Class
LU1120825812AB Concentrated US Eq A HKDUS EquityBest-in-Class
LU0006061336BGF US Mid-Cap Value A2US Small/Mid-Cap EquityBest-in-Class
ISINNameBENCHMARK CategoryAward Winners
LU0280430660Pictet-Clean Energy Transition P USDAlternative Energy Sector EquityBest-in-Class
LU0280433847Pictet-Premium Brands P USDConsumer Goods & Services Sector EquityBest-in-Class
LU0029873410Templeton Glb Climate Change A(Ydis)EUREcology Sector EquityBest-in-Class
LU0936579340Fidelity Global Technology Y-Dis-EURTechnology Sector EquityBest-in-Class
LU0058720904AB Intl Health Care A USDHealthcare Sector EquityBest-in-Class
LU0357321016Manulife GF - Healthcare FundHealthcare Sector EquityOutstanding Achiever
IE00BZ18W456BNY Mellon Global Infras Inc USD B IncInfrastructure Sector EquityBest-in-Class
LU0630314457Ninety One GSF Glb Ntrl Res A Acc HKDNatural Resources Sector EquityBest-in-Class
LU1223082196Schroder ISF Global Gold A Acc USDPrecious Metals Sector EquityBest-in-Class
IE00B0T0GQ85Neuberger Berman US RE Scs USD A AccReal Estate Sector EquityBest-in-Class
ISINNameBENCHMARK CategoryAward Winners
HK0000133162PineBridge FS - Asian Bond (Prov)Asia Fixed IncomeBest-in-Class
LU2201853467GS Asia High Yld Bd OC HKD IncAsia High Yield Fixed IncomeBest-in-Class
LU0683067010BGF China Bond C3 USDChina Fixed IncomeBest-in-Class
LU0827877803BGF Euro Corporate Bond D3 EUREUR Corporate Fixed IncomeBest-in-Class
LU0346393704Fidelity Euro Short Term Bond Y-Acc-EUREUR Diversified Fixed IncomeBest-in-Class
IE00BJXS6N82HSBC Global Corporate Bond ETF HCHGlobal Corporate Fixed IncomeBest-in-Class
LU0736563031AB Emerging Market Corp Debt A2 USDGlobal Emerging Markets Corporate Fixed IncomeBest-in-Class
LU0532660536Capital Group EM Local Debt (LUX) CGlobal Emerging Markets Fixed IncomeBest-in-Class
LU0533018510Capital Group EM Debt (LUX) CGlobal Emerging Markets Fixed IncomeOutstanding Achiever
HK0000616265ChinaAMC Global Invmt Grd Bd I USD IncGlobal Fixed IncomeBest-in-Class
IE00B5BG2273PIMCO GIS Glb Bd E GBP Hedged IncGlobal Fixed IncomeOutstanding Achiever
LU0152890744Capital Group GlobHiInc (LUX) CGlobal Flexible Fixed IncomeBest-in-Class
IE00BL6VJ735Man GLG Hi Yld Opps DV USD Acc HGlobal High Yield Fixed IncomeBest-in-Class
LU0353648891Fidelity Global Infl-Link Bd A-Acc-USDGlobal Inflation-Linked Fixed IncomeBest-in-Class
KYG9319N2996Value Partners Gt CHN HY Inc A Acc RMBUhGreater China High Yield Fixed IncomeBest-in-Class
LU1345482589Fidelity China High Yield Y-Dis-USDGreater China High Yield Fixed IncomeOutstanding Achiever
HK0000582293Hang Seng Hong Kong Bond D AccHKD Fixed IncomeBest-in-Class
IE00B19Z4P52FTGF WA US Hi Yld B (G) USD Dis(D)High Yield Fixed IncomeBest-in-Class
HK0000103850CICC RMB Fixed Income IRMB Fixed IncomeBest-in-Class
LU1567059347Capital Group US CorpBd (LUX) ZUSD Corporate Fixed IncomeBest-in-Class
LU0111478441BNP Paribas USD Short Duration Bd PrivlRUSD Diversified Fixed IncomeBest-in-Class
LU0102830279AB Mortgage Income A2X USDUSD Flexible Fixed IncomeBest-in-Class
ISINNameBENCHMARK CategoryAward Winners
CNE100002425HSBC Jintrust Dyn Stgy Mixed Secs Invm HAggressive Mixed AssetsBest-in-Class
LU1998163734Capital Group CapIncBldr (LUX) Zh-EUREUR Aggressive AllocationBest-in-Class
LU0243957312Invesco Pan European Hi Inc A EUR QDEUR Conservative AllocationBest-in-Class
LU1038902414UBS (Lux) KSS Eur GrInc € P-8%-mdEUR Moderate AllocationBest-in-Class
LU2083901392HSBC GIF US Income Focused AM3H GBPGBP Allocation 20-40% EquityBest-in-Class
GB00B3P6P648St James's Strategic Managed IncGBP Allocation 60-80% EquityBest-in-Class
LU0532662821Capital Group EM Tot Opp (LUX) CGlobal Emerging Markets AllocationBest-in-Class
HK0000304805Pictet Strategic Income P dm HKDUSD Flexible AllocationBest-in-Class
LU1883839398Amundi Fds Pio Inc Opps A2 USD CUSD Moderate AllocationBest-in-Class

Eligibility

For eligibility, the fund must:

  • be registered for sale in Hong Kong, Taiwan, Singapore, respectively
  • have a minimum three years track record 

Judging

TOP FUND AWARDS

Performances between October 1, 2022, and September 30, 2023, for 12 month returns, and October 1, 2020, to September 30, 2023, for 3 year returns based on the following criteria:

  • 1 Year & 3 Year Annualized Return
  • 1 Year & 3 Year Sortino Ratio
  • Over ESG Score

The effective weights of each score set in the calculation are as follows:

  • Annualized Return: 20% (1 Year)+ 25% (3 Year)
  • Sortino Ratio: 20% (1 Year)+ 25% (3 Year )
  • Over ESG: 10%
Data Source:
Fund Data: Morningstar
ESG Data: BlueOnion
ISINNameBENCHMARK CategoryAward Winners
SG9999008742Eastspring Inv UT Singapore Asean EquityASEAN EquityBest-in-Class
LU0348783233Allianz Oriental Income A USDAsia EquityBest-in-Class
LU0702159939Fidelity Asian Smaller Coms Y-Acc-USDAsia ex-Japan EquityBest-in-Class
LU1238072513AB China A Shares Eq A CNHChina A Shares EquityBest-in-Class
LU0936576080Fidelity China Focus Y-Dis-USDChina EquityBest-in-Class
LU0827876664BGF Emerging Europe D4 GBPEurope Emerging Markets EquityBest-in-Class
LU0203349245Schroder ISF European Value C DisEurope EquityBest-in-Class
LU0414045582Allianz European Equity Div A EUREurope Income EquityBest-in-Class
FR0011036920Oddo BHF Avenir Europe CN-EUREurope Small/Mid-Cap EquityBest-in-Class
LU0528102725AB Eurozone Eq A SGDEurozone EquityBest-in-Class
LU1273028123GS Eurozone EQ Inc-R Cap EUREurozone EquityOutstanding Achiever
LU0069450319Fidelity EURO STOXX 50® A-Dis-EUREurozone EquityOutstanding Achiever
LU0640798160Eastspring Inv Global EM Dynamic AGlobal Emerging Markets EquityBest-in-Class
LU0070217475JPM Global Select Equity A (acc) USDGlobal EquityBest-in-Class
LU1991130466Capital Group World G&I (LUX) CGlobal EquityOutstanding Achiever
LU0225771319Schroder ISF Global Eq Yld C Dis USD QGlobal Income EquityBest-in-Class
IE00BFMHRM44Neuberger Berman Glb Eq Mgtrnd USD AAccGlobal Small/Mid-Cap EquityBest-in-Class
LU0140637140Schroder ISF Greater China C Acc USDGreater China EquityBest-in-Class
SG9999000194FSSA Regional China A AccGreater China EquityOutstanding Achiever
LU0626261605Franklin India A(acc)SEKIndia EquityBest-in-Class
LU1259265335Eastspring Inv Japan Dynamic CJJapan EquityBest-in-Class
LU0354059841Eastspring Inv Japan Smllr Coms AJapan Small/Mid-Cap EquityBest-in-Class
LU0827883959BGF Latin American D4 EURLatin America EquityBest-in-Class
SG9999010532Nikko AM Shenton Singapore Div Eq JPYSingapore EquityBest-in-Class
LU1379001651Capital Group InvCoAmer (LUX) CUS EquityBest-in-Class
LU0006061336BGF US Mid-Cap Value A2US Small/Mid-Cap EquityBest-in-Class
ISINNameBENCHMARK CategoryAward Winners
LU0114721508Fidelity Sust Cnsmr Brds A-Dis-EURConsumer Goods & Services Sector EquityBest-in-Class
LU0260866552Templeton Glb Climate Change B (acc) USDEcology Sector EquityBest-in-Class
LU0251853072AB Intl Health Care A EUR AccHealthcare Sector EquityBest-in-Class
LU0357321016Manulife GF - Healthcare FundHealthcare Sector EquityOutstanding Achiever
IE00BZ18W456BNY Mellon Global Infras Inc USD B IncInfrastructure Sector EquityBest-in-Class
LU0630314457Ninety One GSF Glb Ntrl Res A Acc HKDNatural Resources Sector EquityBest-in-Class
LU1223082196Schroder ISF Global Gold A Acc USDPrecious Metals Sector EquityBest-in-Class
LU1316543088Janus Henderson Hrzn PanEurpPtyEqs A2SGDReal Estate Sector EquityBest-in-Class
LU1560650563Fidelity Global Technology Y-Acc-USDTechnology Sector EquityBest-in-Class
ISINNameBENCHMARK CategoryAward Winners
LU1626020710Franklin Glbl Convert Secs W(acc) USDGlobal Convertible Fixed IncomeBest-in-Class
SG9999007975iFAST-Eastspring Lion Bond Fund MAsia Fixed IncomeBest-in-Class
LU2201852733GS Asia High Yld Bd Base USD MIncAsia High Yield Fixed IncomeBest-in-Class
LU1797663538Fidelity China RMB Bond Y-MG-RMBChina Fixed IncomeBest-in-Class
LU0113258742Schroder ISF EURO Corp Bd C Acc EUREUR Corporate Fixed IncomeBest-in-Class
LU1504571149Allianz Advcd Fxd Inc S/D AT EUREUR Diversified Fixed IncomeBest-in-Class
IE00BFG1R668Dimensional Global ShtTerInvGrFI GBPDistGlobal Corporate Fixed IncomeBest-in-Class
LU0736563031AB Emerging Market Corp Debt A2 USDGlobal Emerging Markets Corporate Fixed IncomeBest-in-Class
LU0532660536Capital Group EM Local Debt (LUX) CGlobal Emerging Markets Fixed IncomeBest-in-Class
IE00B5BG2273PIMCO GIS Glb Bd E GBP Hedged IncGlobal Fixed IncomeBest-in-Class
LU0152890744Capital Group GlobHiInc (LUX) CGlobal Flexible Fixed IncomeBest-in-Class
LU1692484949UBS (Lux) BS Float Rt Inc $ HKD P-mdistGlobal High Yield Fixed IncomeBest-in-Class
LU0353648891Fidelity Global Infl-Link Bd A-Acc-USDGlobal Inflation-Linked Fixed IncomeBest-in-Class
LU1486845883ODDO BHF Euro Credit Short Dur CN-EURHigh Yield Fixed IncomeBest-in-Class
LU0845699684Schroder ISF China Lcl Ccy Bd C Acc USDRMB Fixed IncomeBest-in-Class
SGXZ18528414United SGD S (Dist) USD HedgedSGD Fixed IncomeBest-in-Class
IE00BZ1BKV76Pinebridge USD Inv Grd Crdt YD USD IncUSD Corporate Fixed IncomeBest-in-Class
IE00BDT57R20PIMCO GIS Low Dur Inc Institutional AccUSD Diversified Fixed IncomeBest-in-Class
LU0232573278AB American Income S EURUSD Flexible Fixed IncomeBest-in-Class
ISINNameBENCHMARK CategoryAward Winners
SGXZ76400761Schroder Asia More+ SGD A AccAsia AllocationBest-in-Class
IE00BYTYV416Dimensional World Allc 80/20 EUR DistEUR Aggressive AllocationBest-in-Class
IE00B9L4LR73Dimensional World Allc 40/60 EUR DistEUR Conservative AllocationBest-in-Class
IE00BG800W59PIMCO GIS Strategic Inc Instl EURH AccEUR Conservative AllocationOutstanding Achiever
LU0107768219Schroder ISF Inflation Plus C Acc EUREUR Flexible AllocationBest-in-Class
LU1038902414UBS (Lux) KSS Eur GrInc € P-8%-mdEUR Moderate AllocationBest-in-Class
LU1820812722Capital Group CapIncBldr (LUX) Zdh-GBPGBP Allocation 60-80% EquityBest-in-Class
LU0532662821Capital Group EM Tot Opp (LUX) CGlobal Emerging Markets AllocationBest-in-Class
LU0433181954First Eagle Amundi International AU2-CUSD Aggressive AllocationBest-in-Class
LU1196394099DWS Invest Multi Opportunities USD LCHUSD Flexible AllocationBest-in-Class
ISINNameBENCHMARK CategoryAward Winners
LU0370038324GS Alt Beta-P Cap USDMultistrategyBest-in-Class
LU1103307317GS Absolute Ret Trkr Base Acc USDMultistrategyOutstanding Achiever
LU0757427116Threadneedle (Lux) Enhanced Cmdts AUBroad BasketBest-in-Class
IE00BYX7TK89PIMCO GIS Cmdty Real Ret Instl GBP H AccBroad BasketOutstanding Achiever

Eligibility

For eligibility, the fund must:

  • exists on the BlueOnion fund database
  • be registered for sale in Hong Kong, Taiwan, Singapore
  • have a minimum 3 years track record for the Performance award

Judging

TOP FUND AWARDS

Performances between October 1, 2022, and September 30, 2023, for 12 month returns, and October 1, 2020, to September 30, 2023, for 3 year returns based on the following criteria:

  • 1 Year & 3 Year Annualized Return
  • 1 Year & 3 Year Sortino Ratio
  • Over ESG Score

The effective weights of each score set in the calculation are as follows:

  • Annualized Return: 20% (1 Year)+ 25% (3 Year)
  • Sortino Ratio: 20% (1 Year)+ 25% (3 Year )
  • Over ESG: 10%
Data Source:
Fund Data: Morningstar
ESG Data: BlueOnion
ISIN基金名稱指標類別獎項
TW000T2545B7永豐滬深300紅利指數基金-人民幣類型中國A股同級最佳
LU0346390866富達基金-中國聚焦基金 (Y股累計美元)中國股票同級最佳
LU0702159939富達基金-亞洲小型企業基金 (Y股累計美元)亞洲不包括日本股票同級最佳
LU1775963454 景順新興市場(不含中國)股票基金A-年配息股 美元亞洲股票同級最佳
LU0054578231貝萊德智慧數據永續環球小型企業基金 A2全球中小型股票同級最佳
LU0837974525安本基金 - 新興市場小型公司基金 X 累積 美元 全球新興市場中小型股票同級最佳
LU0640798160瀚亞投資-全球新興市場動力股票基金A(美元)全球新興市場股票同級最佳
LU0476945315富蘭克林坦伯頓全球投資系列-互利全球領航基金美元Z(acc)股全球股票同級最佳
LU0607513230景順環球股票收益基金 A USD全球股票收益同級最佳
LU0055114457富達基金-印尼基金 - A印尼股票同級最佳
TW000T1623D9群益印度中小基金N-新臺幣印度股票同級最佳
TW000T0903Y2統一黑馬基金台灣中小型股票同級最佳
TW000T3786A8國泰台灣高股息傘型基金之台灣高股息基金-新台幣A(不配息)台灣股票同級最佳
TW000T0921Y4統一強漢基金(新台幣)大中華股票同級最佳
GB00BF2H6K58霸菱德國增長基金 - A USD Acc德國股票同級最佳
LU0130323438歐義銳榮義大利卓越股票基金R意大利股票同級最佳
IE0000828933霸菱拉丁美洲基金 - USD拉丁美洲股票同級最佳
LU1670715975M&G日本小型股基金A(歐元) 日本中小型股票同級最佳
IE00BF4KRV02野村基金(愛爾蘭系列)-日本策略價值基金(T日圓類股)日本股票同級最佳
LU1118698981瀚亞投資 - 日本動力股票基金 AJ JPY日本股票傑出表現
LU1775947333景順東協基金A-年配息股 美元東協股票同級最佳
LU0069450319富達基金 - 歐盟50®基金 A-DIST-EUR歐元區股票同級最佳
LU0127786431高盛歐元高股息基金P股歐元歐元區股票傑出表現
LU0260871552 富蘭克林坦伯頓全球投資系列-歐洲中小型企業基金美元A (acc)股 歐洲中小型股票同級最佳
LU0196876865宏利環球基金 - 新興東歐基金 - AA歐洲新興市場股票同級最佳
LU0334858593景順泛歐洲基金 A USD Inc歐洲股票同級最佳
LU0267986122景順泛歐洲股票收益基金A股 歐元歐洲股票收益同級最佳
HK0000055787摩根泰國(美元)(累計)泰國股票同級最佳
LU0346392649富達基金-澳洲多元股票基金 (Y股累計澳幣)澳大利亞及紐西蘭股票同級最佳
LU0006061336貝萊德美國中型企業價值基金 A2 美國中小型股票同級最佳
LU1429558221法盛盧米斯賽勒斯美國成長股票基金-R/A美元級別美國股票同級最佳
LU0997794549瑞銀 (盧森堡) 美國總收益股票基金 (美元) I-A1-累積美國股票收益同級最佳
LU1775979708 景順英國動力基金A-年配息股 英鎊英國股票同級最佳
LU0229945570 富蘭克林坦伯頓全球投資系列-金磚四國基金美元A (acc)股 金磚四國股票同級最佳
HK0000055712摩根南韓(美元)(累計)韓國股票同級最佳
LU0149536715施羅德環球基金系列 - 香港股票C類股份 - 累積單位香港股票同級最佳
ISIN基金名稱指標類別獎項
LU0357321016宏利環球基金 - 康健護理基金 - AA產業股票-健康護理同級最佳
LU1808990813聯博-國際醫療基金AD月配級別美元產業股票-健康護理傑出表現
TW000T0349A8第一金全球水電瓦斯及基礎建設收益基金-累積型-新臺幣產業股票-基礎設施同級最佳
LU0073233875 摩根士丹利美國房地產基金產業股票-房地產同級最佳
LU0280431049百達–環保能源–R USD產業股票-替代能源同級最佳
LU0280434068百達-精選品牌-R 美元產業股票-消費品及服務同級最佳
LU0029873410鄧普頓環球氣候變化基金 A (Ydis) EUR產業股票-生態同級最佳
TW000T3605Y0安聯全球生技趨勢基金-新臺幣產業股票-生物科技同級最佳
TW000T0910Y7統一奔騰基金產業股票-科技同級最佳
LU0256331728施羅德環球基金系列-環球能源(美元)C-累積產業股票-能源同級最佳
TW000T0826Y5PGIM保德信全球資源基金產業股票-自然資源同級最佳
SG9999001143新加坡大華黃金及綜合基金產業股票-貴金屬同級最佳
LU1223082279施羅德環球基金系列-環球黃金(美元)A-累積-產業股票-貴金屬傑出表現
LU0346388704富達基金-全球金融服務基金 Y產業股票-金融同級最佳
ISIN基金名稱指標類別獎項
LU1480985495瑞士隆奧亞洲價值債券基金-P配息(美元)亞洲固定收益同級最佳
LU1284734750富達基金-亞洲非投資等級債券基金 (Y股穩定月配息美元)亞洲高息固定收益同級最佳
TW000T2122M2柏瑞亞太非投資等級債券基金-N類型(美元)亞洲高息固定收益傑出表現
TW000T5005V7路博邁優質企業債券基金N月配(南非幣)全球企業固定收益同級最佳
LU0149084476 摩根士丹利環球可轉換債券基金全球可換股固定收益同級最佳
TW000T0625E3景順六年到期特選全球債券基金累積型南非幣全球固定收益同級最佳
LU0862305348瑞聯UBAM新興市場投資等級公司債券基金美元 RC全球新興市場企業固定收益同級最佳
LU0353648891富達基金-全球通膨連結債券基金 (A股累計美元)全球通脹挂鉤固定收益同級最佳
LU0390710027 富達基金-全球短期收益基金 (A股累計美元)全球靈活固定收益同級最佳
LU1883838820鋒裕匯理基金環球非投資等級債券 U 美元全球高收益固定收益同級最佳
LU0113258742施羅德環球基金系列-歐元企業債券(歐元)C-累積歐元企業固定收益同級最佳
LU0346390197富達基金 - 歐元債券基金Y-ACC-EUR歐元多元化固定收益同級最佳
LU0146925176瑞聯UBAM美國優質中期公司債券基金美元 IC美元企業固定收益同級最佳
IE0004858456駿利亨德森美國短期債券基金 Class Ainc美元多元化固定收益同級最佳
TW000T2211Y8復華全球債券基金美元多元化固定收益傑出表現
LU0102830279聯博-按揭收益基金-A2X Acc美元靈活固定收益同級最佳
LU0415181899瑞銀 (盧森堡) 歐元非投資等級債券基金 (歐元) I-A1-累積高息固定收益同級最佳
ISIN基金名稱指標類別獎項
LU0815116594資本集團新興市場全面機會基金(盧森堡)Bgd全球新興市場股債混合同級最佳
TW000T2125R4柏瑞多重資產特別收益基金-N9類型(美元)新臺幣保守型股債混合同級最佳
TW000T1114Y5摩根平衡基金新臺幣平衡型股債混合同級最佳
TW000T0717Y6 瀚亞理財通基金A類型–新台幣 新臺幣平衡型股債混合傑出表現
LU1582984909M&G入息基金A(歐元月配)歐元平衡型股債混合同級最佳
LU1158069473歐義銳榮靈活策略入息基金RM4歐元靈活型股債混合同級最佳
TW000T3779C9國泰泰享退系列2029目標日期組合基金-新台幣P目標日期 2026 - 2030同級最佳
TW000T3780C7國泰泰享退系列2039目標日期組合基金-新台幣P目標日期 2036 - 2040同級最佳
TW000T3781C5國泰泰享退系列2049目標日期組合基金-新台幣P 目標日期 2046+同級最佳
LU2135367709M&G收益優化基金A(美元避險月配) F美元保守型股債混合同級最佳
LU1065169283富蘭克林坦伯頓全球投資系列-全球平衡基金美元Z(acc)股美元平衡型股債混合同級最佳
LU1095742018鋒裕匯理長鷹多重資產基金 FA-MD (月配息)美元積極型股債混合同級最佳
LU1516354310 施羅德環球基金系列-環球目標回報(美元)C-累積 美元靈活型股債混合同級最佳

Eligibility

For eligibility, the fund must:

  • be registered for sale in Hong Kong, Taiwan, Singapore, respectively
  • have a minimum three years track record 

Judging

TOP FUND AWARDS

Performances between October 1, 2022, and September 30, 2023, for 12 month returns, and October 1, 2020, to September 30, 2023, for 3 year returns based on the following criteria:

  • 1 Year & 3 Year Annualized Return
  • 1 Year & 3 Year Sortino Ratio
  • Over ESG Score

The effective weights of each score set in the calculation are as follows:

  • Annualized Return: 20% (1 Year)+ 25% (3 Year)
  • Sortino Ratio: 20% (1 Year)+ 25% (3 Year )
  • Over ESG: 10%
Data Source:
Fund Data: Morningstar
ESG Data: BlueOnion
ISIN基金名稱指標類別獎項
TW000T2545B7永豐滬深300紅利指數基金-人民幣類型 中國A股同級最佳
LU0318931192富達基金-中國聚焦基金 (A股累計歐元) 中國股票同級最佳
LU0702159426富達基金-亞洲小型企業基金 (A股歐元) 亞洲不包括日本股票同級最佳
LU0084617165荷寶亞太優越股票基金 D 歐元 亞洲股票同級最佳
LU0054578231貝萊德智慧數據永續環球小型企業基金 A2 全球中小型股票同級最佳
LU0640798160瀚亞投資-全球新興市場動力股票基金A(美元) 全球新興市場股票同級最佳
LU0474346029聯博-新興市場價值基金A股歐元 全球新興市場股票傑出表現
LU1075359262安聯全球多元投資風格股票基金-A配息類股(歐元) 全球股票同級最佳
LU1097692070景順環球股票收益基金A-穩定月配息股 美元 全球股票收益同級最佳
TW000T1623D9群益印度中小基金N-新臺幣 印度股票同級最佳
TW000T2003Y9日盛上選基金(A類型) 台灣中小型股票同級最佳
TW000T3803Y1富達台灣成長基金 台灣股票同級最佳
TW000T0921Y4統一強漢基金(新台幣) 大中華股票同級最佳
IE0004851022霸菱拉丁美洲基金-A類歐元配息型 拉丁美洲股票同級最佳
LU0069970746法巴日本小型股票基金 C (日幣) 日本中小型股票同級最佳
LU1118698981瀚亞投資-日本動力股票基金Aj (日圓) 日本股票同級最佳
TW000T1622Y7群益東協成長基金-新臺幣 東協股票同級最佳
LU0069450319富達基金-歐盟50R基金 (A股歐元) 歐元區股票同級最佳
LU0138075311富蘭克林坦伯頓全球投資系列-歐洲中小型企業基金歐元A (acc)股 歐洲中小型股票同級最佳
LU0196876865宏利環球基金-新興東歐基金AA股 歐洲新興市場股票同級最佳
LU1882449124鋒裕匯理基金新興歐非中東股票 T 歐元 歐洲新興市場股票傑出表現
LU0161305759施羅德環球基金系列-歐洲價值股票(歐元)C-累積 歐洲股票同級最佳
LU0353648032富達基金-歐洲入息基金 (Y股累計歐元) 歐洲股票收益同級最佳
IE00B19Z1F40美盛銳思美國小型公司基金A類股歐元配息型(A) 美國中小型股票同級最佳
LU0860350577普徠仕(盧森堡)系列-普徠仕美國大型成長股票Q級別(美元) 美國股票同級最佳
LU1429558221法盛盧米斯賽勒斯美國成長股票基金-R/A美元級別 美國股票傑出表現
LU0315560408法盛漢瑞斯美國股票基金-R/A英鎊級別 美國股票傑出表現
ISIN基金名稱指標類別獎項
TW000T3237Y2野村全球生技醫療基金 產業股票-健康護理同級最佳
TW000T0576B4元大全球不動產證券化基金-新台幣B類型配息 產業股票-房地產同級最佳
LU0280435461百達-能源轉型-R歐元 產業股票-替代能源同級最佳
TW000T3208Y3野村全球品牌基金-累積類型新臺幣計價 產業股票-消費品及服務同級最佳
LU0029873410富蘭克林坦伯頓全球投資系列-全球氣候變遷基金歐元A (Ydis)股 產業股票-生態同級最佳
TW000T3605Y0安聯全球生技趨勢基金-新臺幣 產業股票-生物科技同級最佳
TW000T3228Y1野村高科技基金 產業股票-科技同級最佳
TW000T3205Y9野村e科技基金 產業股票-科技傑出表現
TW000T0910Y7統一奔騰基金 產業股票-科技傑出表現
TW000T0826Y5PGIM保德信全球資源基金 產業股票-自然資源同級最佳
SG9999001143新加坡大華黃金及綜合基金 產業股票-貴金屬同級最佳
LU0273158872DWS 投資全球神農 LC 產業股票-農業同級最佳
ISIN基金名稱指標類別獎項
LU0251569942施羅德環球基金系列-亞洲債券(歐元)A1-累積 亞洲固定收益同級最佳
TW000T2122K6柏瑞亞太非投資等級債券基金-N9類型 亞洲高息固定收益同級最佳
IE00B4Y6F407美盛西方資產全球藍籌債券基金A類股美元配息型(M) 全球企業固定收益同級最佳
LU0232535269聯博-短期債券基金A股歐元 全球固定收益同級最佳
TW000T2117Q3柏瑞ESG新興市場企業策略債券基金-N類型(南非幣) 全球新興市場企業固定收益同級最佳
LU1756174931安本基金 - 前緣市場債券基金 X 月配息 美元 全球新興市場固定收益同級最佳
LU0817816308資本集團全球機會非投資等級債券基金(盧森堡) Zd 全球靈活固定收益同級最佳
LU0390710027富達基金-全球短期收益基金 (A股累計美元) 全球靈活固定收益傑出表現
TW000T3775A1國泰主順位資產抵押非投資等級債券基金-新台幣A(不配息) 全球高收益固定收益同級最佳
LU0648599867MFS全盛基金系列-MFS全盛全球非投資等級債券基金 A1(歐元) 全球高收益固定收益傑出表現
LU0113258742施羅德環球基金系列-歐元企業債券(歐元)C-累積 歐元企業固定收益同級最佳
LU0106234999施羅德環球基金系列-歐元短期債券(歐元)C-累積 歐元多元化固定收益同級最佳
LU0219443354MFS全盛基金系列-MFS全盛有限償還期基金 A2(美元) 美元企業固定收益同級最佳
LU0175074516百達-美元中短期債券-R美元 美元多元化固定收益同級最佳
LU0232527241聯博-房貸收益基金A2X級別歐元 美元靈活固定收益同級最佳
IE00B8J3FG63野村基金(愛爾蘭系列)-美國非投資等級債券基金(TD澳幣類股) 高息固定收益同級最佳
ISIN基金名稱指標類別獎項
LU0815116750資本集團新興市場完全機會基金(盧森堡) Bgd (美元) 全球新興市場股債混合同級最佳
TW000T3221Y6野村鴻利基金 新臺幣平衡型股債混合同級最佳
TW000T2214Y2復華神盾基金 新臺幣積極型股債混合同級最佳
LU0913601281安聯收益成長基金-AM穩定月收類股(歐元避險) 歐元平衡型股債混合同級最佳
LU1442549025MFS全盛多元資產優選成長基金 A1 (歐元) 美元平衡型股債混合同級最佳
LU1240313467歐義銳榮靈活策略入息基金 RU2 美元靈活型股債混合同級最佳

Eligibility

For eligibility, the fund must:

  • be registered for sale in Taiwan
  • have a minimum five years track record 

Judging

TOP REGULAR SAVING FUNDS

Performances between October 1, 2022, and September 30, 2023, for 12 month returns, October 1, 2020, to September 30, 2023, for 3 year returns, and October 1, 2018, to September 30, 2023, for 5 year returns based on the following criteria:

  • 1 Year, 3 Year & 5 Year IRR

The effective weights of each score set in the calculation are as follows:

  • IRR: 40% (1 Year) + 30% (3 Year) + 30% (5 Year)

Data Source:
Fund Data: Morningstar

Asset ClassISINNameBENCHMARK CategoryAward Winners
EquityJP5344090005ChinaAMC CSI 300 ETFChina A Shares EquityBest-in-Class
EquityHK0000251360Hang Seng China Enterprises ETFChina EquityBest-in-Class
EquityHK0000313434iShares Core Hang Seng ETFHong Kong EquityBest-in-Class
EquityLU0292109690Xtrackers Nifty 50 Swap ETF 1CIndia EquityBest-in-Class
EquityHK0000297785iShares Core MSCI Taiwan ETFTaiwan EquityBest-in-Class
EquityHK0000297660iShares NASDAQ 100 ETFUS EquityBest-in-Class
EquityHK0000515871Premia MSCI Vietnam ETFVietnam EquityBest-in-Class
Fixed IncomeSG9999002026ABF Pan Asia Bond IndexAsia Fixed IncomeBest-in-Class
Asset ClassISINNameBENCHMARK CategoryAward Winners
EquityLU0659578842Xtrackers MSCI Singapore ETF 1CSingapore EquityBest-in-Class
Fixed IncomeSGXC70121915Nikko AM SGD Investment Grd Corp Bd ETFSGD Fixed IncomeBest-in-Class
ISIN基金名稱指標類別獎項
TW0000073907元大MSCI中國A股國際通ETF基金中國A股同級最佳
TW0000070309台新MSCI中國基金中國股票同級最佳
TW0000085000元大臺灣ESG永續ETF基金台灣股票同級最佳
TW0000069202富邦臺灣公司治理100基金台灣股票傑出表現
TW0000064500富邦日本東証基金日本股票同級最佳
TW0000064609元大標普500基金美國股票同級最佳
TW0000077007國泰標普北美科技ETF基金產業股票-科技同級最佳
TW00000726B9國泰息收ETF傘型基金之新興市場5年期(以上)美元息收投資等級債券基金全球新興市場固定收益同級最佳
TW00000860B6群益1-5年期投資等級公司債ETF基金美元企業固定收益同級最佳
TW00000710B3復華1至5年期非投資等級債券基金高息固定收益同級最佳
Competition Details and Rules 2023

Benchmark has upped its notch on its 20th anniversary and introduced a more up-to-date judging methodology based on merits by the sustainable financial and ESG performance.  All participants are scored based on their selections of the options preset for each question in the Questionnaire. Independent reports with data provided by Morningstar for investment performance and BlueOnion for sustainability performance will be used for scoring.

The House Awards can be entered by self-nomination.  The objective of this award is to recognize active and passive managers of various asset classes and strategies for delivering sustained, consistent outperformance on a risk-adjusted basis while maintaining excellence in Benchmark's pillars. Benchmark and the buy-side community believe that investment strategies are best evaluated holistically rather than over-emphasizing past returns and risk metrics. In that light, our assessment is based on multiple facets of portfolio and risk management, and corporate strength. We see these facets as interlocking pieces forming a whole picture. Benchmark's five pillars are Investment Approach, Performance & Risk, Portfolio Management, Stewardship, and Corporate Quality.

Winning Titles
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

Eligibility:

Although this program assesses investment strategies rather than funds, we ask for factsheets and other information related to the oldest share class of a flagship fund so that all candidates can be measured by the same metrics. The strategy must:

    • have a minimum 3 years track record
    • have an ISIN code
    • must provide a prospectus or fact sheet

You can submit more than one fund to each category by entering the fund into a separate entry. The strategies presented do not have to be authorized funds in the jurisdiction of competition. It can be a UCITS, SICAV, etc..…

3 Steps to the Title:

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

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.

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. 

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.

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 strategy, except Pillar 5-Corporate Strength (only need to submit this once for all entries). DO NOT send one request to represent different strategies.

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.

  1. Asia Equity
  2. Asia Pacific ex-Japan Equity
  3. Asia Income Equity
  4. Asia Emerging Markets Equity
  5. Asia Small & Mid-Cap Equity
  6. China Equity
  7. China Income Equity
  8. China Small & Mid-Cap Equity
  9. Europe Equity
  10. Global Equity
  11. Global Income Equity
  12. Global Small & Mid Cap Equity
  13. Global Emerging Markets Equity
  14. Greater China Equity
  15. Hong Kong Equity
  16. India Equity
  17. Japan Equity
  18. Singapore Equity
  19. Taiwan Large-Cap Equity
  20. Taiwan Small & Mid-Cap Equity
  21. Thailand Equity
  22. US Equity
  23. US Income Equity
  24. US Small & Mid-Cap Equity
  25. UK Equity

Please note that the final naming of the award category may differ from the list displayed here.

  1. Biotechnology Sector Equity
  2. Consumer Discretionary Sector Equity
  3. Consumer Staples Sector Equity
  4. Financial Sector Equity
  5. Gold & Precious Metals Sector Equity
  6. Healthcare Sector Equity
  7. Industrial Sector Equity
  8. Infrastructure Sector Equity
  9. Information Technology Sector Equity
  10. Materials Sector Equity
  11. Real Estate Sector Equity
  12. Utilities Sector Equity

Please note that the final naming of the award category may differ from the list displayed here.

  1. Asia Fixed Income
  2. China Fixed Income
  3. Emerging Markets Fixed Income
  4. Europe Fixed Income
  5. Global Fixed Income
  6. High Yield Fixed Income
  7. Hong Kong Fixed Income
  8. Singapore Fixed Income
  9. Taiwan Fixed Income
  10. US Fixed Income
  11. RMB Fixed Income
  1. Aggressive Mixed Asset
  2. Asia Allocation Mixed Asset
  3. Balanced Mixed Asset
  4. Conservative Mixed Asset
  5. Flexible Mixed Asset
  1. Absolute Return
  2. Credit Focus
  3. Global Macro
  4. Long/Short Equity
  5. Market Neutral
  6. Multi Strategies

Eligibility:

Although this program assesses investment strategies rather than funds, we ask for factsheets and other information related to the oldest share class of a fund so that all candidates can be measured by the same metrics. The Index fund or ETF must:

    • have a minimum 1-year track record
    • have an ISIN code
    • must provide a prospectus or fact sheet

You can submit more than one index fund or ETF to each category by entering the fund into a separate entry.

Judging:

All participants are scored based on their selections of the options preset for each question in the Questionnaire. The scores were also pre-defined for each option in each question. Independent reports with data provided by  Morningstar for investment performance and BlueOnion for sustainability performance will be used in the algorithmic assessment for scoring. 

The Conventional Series:

  1. Best Active ETF Issuer
  2. Best Smart Beta Equity ETF Issuer
  3. Best Smart Beta Fixed Income ETF Issuer
  4. Best Global Equity ETF Issuer
  5. Best China Equity ETF Issuer
  6. Best US Equity ETF Issuer
  7. Best Asia Equity ETF Issuer
  8. Best Fixed Income ETF Issuer
  9. Best Emerging Markets ETF Issuer
  10. Best Leveraged & Inversed ETF Issuer
  11. Best Taiwan Large-Cap Equity ETF (for Taiwan only)
  12. Best Hong Kong Equity ETF Issuer (for Hong Kong only)
  13. Best Singapore Equity ETF Issuer (for Singapore only)

The New Age Series:

  1. Best Metaverse ETF Issuer
  2. Best Blockchain-linked ETF Issuer
  3. Best AI & Robotics focused ETF Issuer
  4. Best Quantum Computing ETF Issuer
  5. Best Islamic ETF Issuer
  6. Best Space ETF Issuer (aerospace and satellite)

In an industry managing trillions of dollars, investment managers' decisions, directly and indirectly, affect countless lives, the environment, and the overall fabric of life every day. The Sustainability Award aims to assess the fund manager's ability to manage medium- to long-term environmental, social, and governance (ESG) risks and opportunities. ESG is now a mainstream Category for Mutual Funds and ETF s to show off their walking their talk sustainability practices. We continue to recognize the funds driving the most sustainable impact while generating shareholders' value.  

Eligibility:

To enter, the fund best exemplifies your capability, must:

  • have a minimum 1-year track record
  • provide the oldest share class fund as best exemplifies
  • have an ISIN code
  • provide prospectus or fact sheet

You can submit more than one fund to each category by entering the fund into a separate entry. The strategies presented do not have to be authorized funds in the jurisdiction of competition. It can be a UCITS, SICAV, etc..…

3 Steps to the Title:

Step 1: – Decide which investment strategies you would like to put forward. We have listened to our hard-working contestants and decided to allow them to enter more than one fund in each category. Please consider choosing the bundle package that will enable you to enter more funds into one type than going ala carte.

Step 2: – Fill out the Multiple Choice Questionnaire to be shortlisted. 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 this second round of assessment. These shortlisted candidates are determined by the quality of the answers provided in the questionnaire.

Step 3: – Shortlisted candidates who made it to the Gatekeeper Forum will complete the rest of the questionnaire, which is the text responses of the submission. Judges will score their interviews with the PM/CIO based on the criteria specified in their scorecards. This is a subjective process, and the judges will be provided with the independent financial performance provided by Morningstar and the sustainability performance by BlueOnion.  This is a highly curated forum where only the PM, CIO, or Product Specialists are invited to meet the Senior Gatekeepers in person. During the 30-minute session, a panel of 3-5 jurors will ask in-depth questions along the five critical pillars for further understanding of team practices.   Jurors will be provided the overall Level I and II submission and an independent report extracted from independent sources – Morningstar for the fund's financial performance and BlueOnion for the fund's sustainability performance.    Jurors who have signed up/assigned to a particular peer group will score based on their experience with the fund house and team and the evidence presented in front of them. Cutting at this stage could be relatively subjective, as each juror has their selection priorities, often guided by their underlying needs and experiences. For example, a private banking gatekeeper would prioritize criteria selection differently than a single-family office.

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.

Submitting Materials for Multiple Strategies – Separate groups of jurors will evaluate different product types, so please make sure there is one submission per strategy. DO NOT send one submission to represent different strategies.

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.

Our impact thematic categories for active strategies are targeted at positively impacting the world while making respectable risk-adjusted returns. Judges will look for your competitive proposition on the impact investment negative and positive impact, the progress towards achieving those goals, the scale of the investments vs. the impact terms created, and how the effect contributes to society/economy-wide solutions.

Categories for 2023:
      1. Alternative Energy
      2. Carbon Reduction
      3. Circular Economy
      4. Ecosystem Regeneration
      5. Energy Transition
      6. Environmental Impact
      7. Food and Nutrition
      8. GSS Bond
      9. Natural Resources
      10. Regenerative Agriculture
      11. Social Impact
      12. Sustainable Living
      13. Sustainable Planet/World
      14. Waste management
      15. Water Focused

      Please note that the final naming of the award category may differ from the list displayed here.

Judging:

Judges will also evaluate the fund based on the alignment level with the EU's SFDR  Article 9 regulatory technical standard 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. You can enter more than one fund for each category by registering under a separate entry.

*BlueOnion is Benchmark's disruptive fund research platform hosting over 290,000 funds with sustainability data, including ESG, Global Compact (GC), and Temperature Score in 67 countries.

www.blueonion.today

The ESG Integration Award recognizes investment management companies that demonstrate commitments to integrate ESG into their investment decision-making throughout the investment process for the entire suites of their products and investment activities. It reinforces ESG's role in Long-Term Value Creation.

Categories available for pitching:

  1. Best Equity ESG Integration
  2. Best Fixed Income ESG Integration
  3. Best Multi-Assets ESG Integration
  4. Best Alternative ESG Integration

Judges will be looking for qualities in the:

  • Systematic approach: innovative approaches to applying environmental, social, and governance (ESG) analysis to the funds being managed across the board, despite the sectors, countries, and asset classes
    Alignment level with the EU's SFDR Article 8 regulatory technical standard for ESG integration
  • Buy-in of the team and implementation: how multiple units come to a consensus for the performance across the board
  • Disclosure: disclosed policies and procedures for integrating ESG information and metrics into the investment process communicated to investee companies
  • Execution: resources, constraints, and timeline management
  • Outcomes: How are results measured?

Judges will also evaluate the fund based on the alignment level with the EU's SFDR Article 8 regulatory technical standard for ESG integration.

An independent ESG and critical 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. 

*BlueOnion is Benchmark's disruptive fund research platform hosting over 290,000 funds with sustainability data, including ESG, Global Compact (GC), and Temperature Score in 67 countries.

www.blueonion.today

This award recognizes fund houses putting the welfare of the beneficiaries at the forefront. This award is given to the fund houses that embrace Responsible Investing and practice Active Ownership and integrate ESG into their ownership policies and practices while driving positive real-world goals. Apart from illustrating their collaborative engagement initiatives with the investees, they prioritize outcomes at the society/economy-wide scales, such as addressing climate change and corruption, rather than purely focusing on pure risks and returns of the holdings in the portfolio.

Judges will be looking for qualities in:

  1. the foundation of the practical stewardship principles
  2. ongoing development and implementation of the stewardship policies
  3. monitoring and assessment techniques of investee companies
  4. the collaboration goals and engagement principles with investee companies and investors
  5. how voting rights are exercised
  6. how ESG is promoted as long-term value creation
  7. level of transparency, disclosure, and reporting

Multiple funds of the candidates will be drawn randomly from BlueOnion* to demonstrate the walking the talks of the fund houses’ ESG, GC, and Temperature performances against their peers.

*BlueOnion is Benchmark's disruptive fund research platform hosting over 290,000 funds with sustainability data, including ESG, Global Compact (GC), and Temperature Score in 67 countries.

www.blueonion.today

The Transparency Award recognizes investment management companies that demonstrate commitment to disclosing the firm's and their investment portfolios' climate-related financial risks and how their existing processes support their investment decisions.

Judges will also evaluate the house based on the level of disclosure under the TCFD guideline of the four pillars of Governance, Strategy, Goals & Metrics, and Risk Management, and the other 11 metrics associated with the four pillars.

Judges will be looking for qualities in the:

  1. TCFD Report from the last reporting cycle
  2. Additional voluntary disclosures beyond regulatory requirement
  3. Percentage of companies in the constituents that are aligned with the disclosures of the four pillars and 11 topics and their qualities of disclosure
  4. Policies and procedures disclosed for strategies tackling physical and transition risks described in the reporting, and the goals and metrics set for achievement

BlueOnion* will provide an independent TCFD alignment report for the fund to assist the jurors with the assessment.  The information will reveal the underlying companies of the constituents that are aligned with the disclosure requirement based on five levels: Basic, Foundation, Core, Enhanced, and Unaligned.

*BlueOnion is Benchmark's disruptive fund research platform hosting over 290,000 funds with sustainability data, including ESG, Global Compact (GC), and Temperature Score in 67 countries.

www.blueonion.today

The Climate Risk Management Award recognizes an investment house that identifies, assesses, and manages climate-related risks as part of the core risk management protocol.

Judges will be looking at the approaches of the firm to manage climate-related risks and opportunities:

    1. How the manager engages with the investees to set climate-risk metrics and encourage sustainable practices in their operations, and the same goes for fixed-income houses, their collaborative and collective engagement
    2. How the manager's risk management teams integrate traditional investment processes to monitor counterparty and credit risks
    3. How the team uses carbon-related and climate risk metrics to enable a deeper financial analysis of potential risks during security selection
    4. What are the metrics being used for risk mitigation?
    5. The paths the manager has taken before divestment and the stakeholder's protection.

BlueOnion* will provide independent Risk Scores for the funds managed by the manager randomly chosen to assist the jurors with the assessment.  The information will reveal the underlying companies of the constituents that are aligned with the overall ESG, a standalone Environmental, Social, and Governance Risk Score, and the Carbon Risk Score.

*BlueOnion is Benchmark's disruptive fund research platform hosting over 290,000 funds with sustainability data, including ESG, Global Compact (GC), and Temperature Score in 67 countries.

www.blueonion.today

The Climate Governance Award recognizes an investment house with apparent board oversight and management's role in assessing and managing climate-related risks and opportunities.

Judges will be looking at the approaches of the firm to governance in climate-related risks and opportunities:

  1. How the board has laid out the policies and defined clear responsibilities between the board and the management involvement and the risks articulation to include fiduciary duties, risk mitigation, etc.
  2. How a consensus comes about for board-approved policies, goals, and target setting and how progress is measured and reported
  3. The strategies and activities for upskilling internal skill sets and expertise, linkage to corporate strategy, and capacity building for senior management to the most junior personnel

BlueOnion* will provide independent Environmental Commitment scores for the funds randomly chosen from the investment firm to assist the jurors with the assessment.

The information will reveal the overall portfolio of the funds chosen and their underlying companies of the constituents of their public pledges to  Renewable Energy Usage Target, Sustainability Integration, Air Emissions Reduction, Ensuring Environmental Protection, Biodiversity Protection Targets, Hazardous Waste Reduction, and Water Strategy

*BlueOnion is Benchmark's disruptive fund research platform hosting over 290,000 funds with sustainability data, including ESG, Global Compact (GC), and Temperature Score in 67 countries.

www.blueonion.today

The Climate Strategy Award recognizes an investment house with the best strategy to tack actual and potential impacts of climate-related risks and opportunities on both the organization and their investment portfolio levels.

Judges will be looking at the approaches of the firm strategy development in climate-related risks and opportunities:

  1. How objectives are set to promote stewardship and encourage investees for climate strategy development
  2. How the managers are capturing green investment opportunities while targeting to reduce the carbon footprint and mitigate exposure to carbon-intensive assets
  3. How is the process of identifying and mitigating the portfolios' transition and physical risks and the percentages of exposures to both dangers, and the divestment/re-weighting of holdings to reduce exposure to stranded assets
  4. What impact do the firm's portfolios have on climate change – the 1.5°C or 2.0°C scenario compared to the benchmark? What are the firm's scenario analysis and stress testing helping to value the assets at risk

BlueOnion* will provide independent reporting on Carbon Exposures for the funds randomly chosen from the investment firm to assist the jurors with the assessment.

The information will reveal the overall portfolio of the funds chosen and their underlying companies of the constituents of their exposures in Stranded Assets, Country Risk, Carbon Footprint, Scope 1&2 emissions, water withdrawal and toxic waste production, and the Temperature Alignment of 1.5°C or 2.0°C scenario.

*BlueOnion is Benchmark's disruptive fund research platform hosting over 290,000 funds with sustainability data, including ESG, Global Compact (GC), and Temperature Score in 67 countries.

www.blueonion.today

Eligibility:

To enter, the fund best exemplifies your capability must:

  • have a minimum 1-year track record
  • provide the oldest share class fund as best exemplifies
  • have an ISIN code
  • provide prospectus or fact sheet

You can submit more than one fund to each category by entering the fund into a separate entry. The strategies presented do not have to be authorized funds in the jurisdiction of competition. It can be a UCITS, SICAV, etc..…

3 Steps to the Title:

Step 1: – Decide which investment strategies you would like to put forward. We have listened to our hard-working contestants and decided to allow them to enter more than one fund in each category. Please consider choosing the bundle package that will enable you to enter more funds into one type than going ala carte.

Step 2: – Fill out the Multiple Choice Questionnaire to be shortlisted. 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 this second round of assessment. These shortlisted candidates are determined by the quality of the answers provided in the questionnaire.

Step 3: – Shortlisted candidates who made it to the Gatekeeper Forum will complete the rest of the questionnaire, which is the text responses of the submission. Judges will score their interviews with the PM/CIO based on the criteria specified in their scorecards. This is a subjective process, and the judges will be provided with the independent financial performance provided by Morningstar and the sustainability performance by BlueOnion.  This is a highly curated forum where only the PM, CIO, or Product Specialists are invited to meet the Senior Gatekeepers in person. During the 30-minute session, a panel of 3-5 jurors will ask in-depth questions along the five critical pillars for further understanding of team practices.   Jurors will be provided the overall Level I and II submission and an independent report extracted from independent sources – Morningstar for the fund's financial performance and BlueOnion for the fund's sustainability performance.    Jurors who have signed up/assigned to a particular peer group will score based on their experience with the fund house and team and the evidence presented in front of them. Cutting at this stage could be relatively subjective, as each juror has their selection priorities, often guided by their underlying needs and experiences. For example, a private banking gatekeeper would prioritize criteria selection differently than a single-family office.

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.

Submitting Materials for Multiple Strategies – Separate groups of jurors will evaluate different product types, so please make sure there is one submission per strategy. DO NOT send one submission to represent different strategies.

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.

Our impact thematic categories for passive strategies are targeted at positively impacting the world while making respectable risk-adjusted returns. Judges will look for your competitive proposition on the impact investment negative and positive impact, the progress towards achieving those goals, the scale of the investments vs. the impact terms created, and how the effect contributes to society/economy-wide solutions.

Categories for 2023:
  1. Alternative Energy
  2. Carbon Reduction
  3. Circular Economy
  4. Ecosystem Regeneration
  5. Energy Transition
  6. Environmental Impact
  7. Food and Nutrition
  8. GSS Bond
  9. Natural Resources
  10. Regenerative Agriculture
  11. Social Impact
  12. Sustainable Living
  13. Sustainable Planet/World
  14. Waste management
  15. Water Focused

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 ETF providers' ESG scoring, Risk ranking and rating, as well as the Paris Agreement's Temperature alignment against their peers.  You can enter more than one fund for each category by registering under a separate entry.

*BlueOnion is Benchmark's disruptive fund research platform hosting over 290,000 funds with sustainability data, including ESG, Global Compact (GC), and Temperature Score in 73 countries.

www.blueonion.today

    •  
Judging:

Judges will also evaluate the fund based on the alignment level with the EU's SFDR  Article 9 regulatory technical standard 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. You can enter more than one fund for each category by registering under a separate entry.

*BlueOnion is Benchmark's disruptive fund research platform hosting over 290,000 funds with sustainability data, including ESG, Global Compact (GC), and Temperature Score in 67 countries.

www.blueonion.today

The ESG Integration Award recognizes investment management companies that demonstrate commitments to integrate ESG into their investment decision-making throughout the investment process for the entire suites of their products, investment activities and reinforces ESG's role in Long-Term Value Creation.

Judges will be looking for qualities in:

  1. the systematic approach: innovative approaches to applying environmental, social, and governance (ESG) analysis to the funds being managed across the board, despite the sectors, countries, and asset classes
  2. the team buy-in and implementation: how multiple teams come to a consensus for the performance across the board
  3. disclosure: disclosed policies and procedures for integrating ESG information and metrics into the investment process communicated to investee companies
  4. execution: resources, constraints, and timeline management
  5. outcomes: How are results measured the key learnings from this approach

Multiple funds of the candidates will be drawn randomly from BlueOnion to demonstrate the walking the talks of the fund houses’ ESG, GC, and Temperature performances against their peers.

*BlueOnion is Benchmark's disruptive fund research platform hosting over 290,000 funds with sustainability data, including ESG, Global Compact (GC), and Temperature Score in 67 countries.

www.blueonion.today

Many ETF providers provide excuses for not exercising proper stewardship owing to the nature of being “passive". This award recognizes ETF providers for putting the welfare of the beneficiaries at the forefront, and those who believe in Passive Managers having an Active Voice – who practice responsible Investing and active ownership and integrate ESG into their ownership policies and practices while driving positive real-world goals. Apart from illustrating their collaborative engagement initiatives with the investees, they prioritize outcomes at the society/economy-wide scales, such as addressing climate change and corruption, rather than purely focusing on pure risks and returns of the holdings in the portfolio.

Judges will be looking for qualities in:

  1. the foundation of the practical stewardship principles
  2. ongoing development and implementation of the stewardship policies
  3. monitoring and assessment techniques of investee companies
  4. the collaboration goals and engagement principles with investee companies and investors
  5. how voting rights are exercised
  6. how ESG is promoted as long-term value creation
  7. level of transparency, disclosure, and reporting

Multiple funds of the candidates will be drawn randomly from BlueOnion to demonstrate the walking the talks of the fund houses’ ESG, GC, and Temperature performances against their peers.

*BlueOnion is Benchmark's disruptive fund research platform hosting over 290,000 funds with sustainability data, including ESG, Global Compact (GC), and Temperature Score in 67 countries.

www.blueonion.today

    •  

The Transparency Award recognizes ETF Issuers that demonstrate commitment to disclosing the firm's and their investment portfolios' climate-related financial risks and how their existing processes support their investment decisions.  

Judges will be looking for qualities in the:

  1. TCFD Report from the last reporting cycle
  2. Additional voluntary disclosures beyond regulatory requirement
  3. Percentage of companies in the constituents that are aligned with the disclosures of the four pillars and 11 topics and their qualities of disclosure
  4. Policies and procedures disclosed for strategies tackling physical and transition risks described in the reporting, and the goals and metrics set for achievement

Judges will also evaluate the house based on the level of disclosure under the TCFD guideline of the four pillars of Governance, Strategy, Goals & Metrics, and Risk Management, and the other 11 metrics associated with the four pillars.

* BlueOnion will provide an independent TCFD alignment report for the fund to assist the jurors with the assessment.  The information will reveal the underlying companies of the constituents that are aligned with the disclosure requirement based on five levels: Basic, Foundation, Core, Enhanced, and Unaligned.

*BlueOnion is Benchmark's disruptive fund research platform hosting over 290,000 funds with sustainability data, including ESG, Global Compact (GC), and Temperature Score in 67 countries.

www.blueonion.today

The Climate Risk Management Award recognizes ETF Issuers that identify, assess, and manages climate-related risks as part of the core risk management protocol.

Judges will be looking at the approaches of the firm to manage climate-related risks and opportunities:

  1. How the manager engages with the investees to set climate-risk metrics and encourage sustainable practices in their operations, and the same goes for fixed-income houses, their collaborative and collective engagement
  2. How the manager's risk management teams integrate traditional investment processes to monitor counterparty and credit risks
  3. How the team uses carbon-related and climate risk metrics to enable a deeper financial analysis of potential risks during security selection
  4. What are the metrics being used for risk mitigation?
  5. The paths the manager has taken before divestment and the stakeholder's protection.

* BlueOnion will provide independent Risk Scores for the funds managed by the manager randomly chosen to assist the jurors with the assessment.  The information will reveal the underlying companies of the constituents that are aligned with the overall ESG, a standalone Environmental, Social, and Governance Risk Score, and the Carbon Risk Score.

*BlueOnion is Benchmark's disruptive fund research platform hosting over 290,000 funds with sustainability data, including ESG, Global Compact (GC), and Temperature Score in 67 countries.

www.blueonion.today

The Climate Governance Award recognizes ETF Issuers with apparent board oversight and management's role in assessing and managing climate-related risks and opportunities.

Judges will be looking at the approaches of the firm to governance in climate-related risks and opportunities:

  1. How the board has laid out the policies and defined clear responsibilities between the board and the management involvement and the risks articulation to include fiduciary duties, risk mitigation, etc.
  2. How a consensus comes about for board-approved policies, goals, and target setting and how progress is measured and reported
  3. The strategies and activities for upskilling internal skill sets and expertise, linkage to corporate strategy, and capacity building for senior management to the most junior personnel

* BlueOnion will provide independent Environmental Commitment scores for the funds randomly chosen from the investment firm to assist the jurors with the assessment.

The information will reveal the overall portfolio of the funds chosen and their underlying companies of the constituents of their public pledges to  Renewable Energy Usage Target, Sustainability Integration, Air Emissions Reduction, Ensuring Environmental Protection, Biodiversity Protection Targets, Hazardous Waste Reduction, and Water Strategy

*BlueOnion is Benchmark's disruptive fund research platform hosting over 290,000 funds with sustainability data, including ESG, Global Compact (GC), and Temperature Score in 67 countries.

The Climate Strategy Award recognizes ETF Issuers with the best strategy to tack actual and potential impacts of climate-related risks and opportunities on both the organization and their investment portfolio levels.

Judges will be looking at the approaches of the firm strategy development in climate-related risks and opportunities:

  1. How objectives are set to promote stewardship and encourage investees for climate strategy development
  2. How the managers are capturing green investment opportunities while targeting to reduce the carbon footprint and mitigate exposure to carbon-intensive assets
  3. How is the process of identifying and mitigating the portfolios' transition and physical risks and the percentages of exposures to both dangers, and the divestment/re-weighting of holdings to reduce exposure to stranded assets
  4. What impact do the firm's portfolios have on climate change – the 1.5°C or 2.0°C scenario compared to the benchmark? What are the firm's scenario analysis and stress testing helping to value the assets at risk

* BlueOnion will provide independent reporting on Carbon Exposures for the funds randomly chosen from the investment firm to assist the jurors with the assessment.

The information will reveal the overall portfolio of the funds chosen and their underlying companies of the constituents of their exposures in Stranded Assets, Country Risk, Carbon Footprint, Scope 1&2 emissions, water withdrawal and toxic waste production, and the Temperature Alignment of 1.5°C or 2.0°C scenario.

*BlueOnion is Benchmark's disruptive fund research platform hosting over 290,000 funds with sustainability data, including ESG, Global Compact (GC), and Temperature Score in 67 countries.

Our honorable Jurors for 2023

Adeline Tan FIA
Wealth Business Leader, Hong Kong, Mercer
Dr. Agnes KY Tai
Director, Great Glory Investment Corporation
Alan Chan
Head of Investment, OCBC Wing Hang
Alexandra Tracy
President, Hoi Ping Ventures
Alvin Poh
Head of External Fund Managers, Income Insurance
Angus Choi
Partner, ESG Advisory, KPMG
Annie Chan
Head of Investment Due Diligence, DBS
Annie Chen
Deputy Chief Executive, China Construction Bank (Asia)
Anthony Cheung
Hon. Treasurer and Board Governor Friends of the Earth (HK)
Arjan De Boer
Head of Markets & Investment Solutions, Asia, Indosuez Wealth Management
Belinda Hsieh
MD, Head of Treasures Investment Products & Advisory, CBG & WM, DBS Bank
Belle Liang
Chief Investment Officer, Investment and Wealth Solutions, Hang Seng Bank
Billy Wong
Senior Director, Business Proposition and Client Solution, BCT Group
Catherine Chen
Founder and CEO, AvantFaire Investment Management
Charlotte Hui
Partner, PwC Hong Kong
Clement Lai
Chief of Fund Advisory, Investment Advisory Department, Investment Products and Advisory Business, Hang Seng Bank
Colin Low
Head of Investment Research, Wealth Management Alliance
Elsa Pau
Group CEO, BlueOnion
Francesco Stadler
Director of Impact Funds & Ventures, Sustainable Finance Initiative
Freddie Cheng
Principal, Head of MPF Business, Hong Kong, Wealth, Mercer
Dr. Gloria Siu
Chief Executive, Gain Miles Group
Joanne (Jo) Murphy
Alternative Industry Senior Executive
Jonathan Wan
Deputy Head of Personal Banking, ICBC (Asia) Limited
Leo Lee
Chief Investment Officer, Grace Harmony (Hong Kong) Limited
Leo Pui
Head of Investment Product, ICBC (Asia) Limited
Leonie Kelly
Director, Head of Sustainable Investment Consulting, Ogier
Loretta Ng
Partner, PwC Sustainability
Michael Atkinson
Partner, Financial Services, PwC Hong Kong
Michael Au
Managing Director, District Capital
Nicholas Leung
SVP, Investment Products & Advisory Dept, Bank of East Asia
Pamela Mar
MD, Digital Standards Initiative (DSI), International Chamber of Commerce
Paul Smith, FCA, CFA, MA
CEO, Warlencourt Limited
Dr. Richard Harris
Founder & CEO, Port Shelter
Serena Mak
Board Governor and Hon. Secretary, Friends of the Earth (HK)
Simon Ho
Head of Wealth Management, ZA Bank
Song Sheng Harn, CFA, CIPM, CAIA
Vice President, Due Diligence and Investment Analyst, UOB Private Bank
Stephan Repkow
CEO and Founder, Wealth Management Alliance
Stephanie Choi
Sustainable and Impact Investing Strategist, UBS Global Wealth Management
Victor Teo, CFA
Director, Sustainable Finance, Consumer, Private & Business Banking, Standard Chartered Bank
Victoria Shapovalova
Manager, Risk Advisory Services - Climate & Sustainability, Deloitte
Submission Activities:Hong Kong & SingaporeTaiwan
Entry Open:September 13, 2023Click Here
Early Bird Close:October 4, 2023
Entry Close:October 11, 2023
Submission Period:September 27 - October 27, 2023
Judging PeriodOctober 20 - November 10, 2023
The Gatekeeper Forum:November 7 - November 9, 2023
Results Announcement:November 29, 2023
Awards Ceremony:February 2024
Flat Fee Per Entry
USD 1,080
Early Bird Offer

10% Off

Multi-entry Discount
For 4th entry or above

5% Off

Multi-Country Discount
For Every Multi-Country Entry

5% Off

Complimentary with Each Entry
(House awards entries only)
2-page Benchmark Gap Analysis Report
See Sample

The Gatekeeper Forum is a sub-set of the judging process with three to five jurors holding a two-way conversation with the manager of a contesting strategy. The forum allows the shortlisted contestants’ CIO or Portfolio Manager to showcase how they're running a profitable strategy and respond to technical questions raised by the gatekeepers.  The Forum is a highly curated platform that connects both the buy and sell side of funds and empowers gatekeepers from Private Banks, Institutions, Foundations, and Single and Multi-Family Offices to look under the hood before they invest. Another purpose of the Gatekeeper Forum is to promote investment clarity and transparency. The interaction between senior fund house representatives and our jurors can reveal the underlying idea generation and philosophy of the contesting strategies from multiple perspectives, particularly from a qualitative and ESG perspective. Judges will be presented with independent financial and sustainability performances provided by Morningstar and BlueOnion together with narratives of the challenges provided by the shortlisted candidates. Only invited jurors can select the sessions they are interested in. The forum was held virtually last year, with managers and jurors joining from all over the world and this year the forum will be conducted in a hybrid format.

The Gatekeeper Forum 2023