ENTRY CLOSING COUNTDOWN

This year marks the 18th BENCHMARK Fund of the Year Awards. It is an exceptional year to celebrate the launch of a most disruptive Sustainability and Qualitative analytic platform, BlueOnion by WealthAsia Media. The Group is putting forward a Special Offer for clients entering the awards this year. For a small nominal flat fee, entrants this year will enjoy Unlimited House Awards entries, Unlimited download of the sustainability reports for the participating funds, and Access to the BlueOnion Fund Hub for one full year. In addition, all entrants are entitled to participating in the best buy-side networking opportunity, the Gatekeeper Forum.

In conjunction with:

What You Need to Know to Enter?

Benchmark awards are focused on the sustainable investment practices of the operators and their stewardship of investor's capital. The awards have gained a solid industry reputation for running distinguished awards safeguarded by powerful gatekeepers from global institutions, family offices, and independent advisories. They are driven by the buy-side investors who will dominate the decision-making process of the awards. The process removes the sugar-coating and prettification and digs deeply into the providers’ operations, values, and practices. The process also holds the companies accountable for their behavior.

Categories 2021

The House Awards recognize 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

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 flagship strategy must:

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

The flagship strategy submitted does not have to be an authorized fund in the jurisdiction of competition. It can be a UCITS, SICAV, etc…

In consultation with our panel of 70-80 buy-side jurors, consisting of mainly private and premier banking gatekeepers/fund selectors, family offices, and institutional investors, plus a handful of independent consultants and researchers – we’ve designed a scoring system with a questionnaire containing multiple options and binary answers. There are 3 levels of scores, the final score is a weighted combination of Levels I, II, and III:

Level I Score: Fund Questionnaire
Level II: Score: Juror Assessment
Level III Score: The Gatekeeper’s Forum

Overall Score = 60% (Level I) + 30% (Level II)+ 10% (Level III)

Level I Score: All participants are scored based on their selections of the options preset for each question in the Fund Questionnaire. The scores also pre-defined for each option in each question along the five key pillars.

Level II Score: 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 overall Level I scores presented to them. Scoring at this level could be relatively subjective, as each juror has his/her selection priorities, often guided by their underlying needs. For example, a private banking gatekeeper would have a different priority on criteria selection versus a single-family office.

Level III Score: All participants are invited to join The Gatekeeper’s Forum to present their strategies to the jurors. 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 6-8 jurors will ask in-depth questions along the five key pillars for further understanding of the team practices. Jurors will score based on their satisfaction with the information received during the session.

Other Rules
Submitting Materials for Multiple Countries – If you are entering the same category for more than one country, you may use the same information, documents, and flagship fund across all the countries. 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 countries.

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. Please submit separate entries for each strategy, with the exception of Pillar 5-Corporate Strength.

Merging Categories To ensure the quality of the awards, categories with less than three funds participating may be merged to 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

This award aims to recognize an individual who has led his/her team to outstanding and consistent performance over three-year and five-year periods against the benchmark and their peers. In particular, such individuals have demonstrated excellent stewardship and have grown the fund/mandate/strategy’s assets without compromising the safety of investors’ capital and returns.

Winning Titles
The firm with the highest score in the respective category will win the “Manager of the Year" award. Up to two “Outstanding Manager" awards will be given to providers who are within a 5% margin below the Best-in-Class.

The nominated manager must:

  • have minimum 3 years track record
  • provide a flagship fund as best exemplifies his/her ability to lead, respond to market changes, add value to investors and manage risks

The nominated manager requires to submit a questionnaire to show how your leadership is in line with the criteria. There are 3 levels of scores, the final score is a weighted combination of Levels I, II and III:

Level I Score: Manager Questionnaire
Level II Score: Juror Assessment
Level III Score: The Gatekeeper’s Forum

Overall Score: 60% (Level I) + 30% (Level II) + 10% (Level III)

Level I Score: Submission and supporting documents should explain the following:

  • The portfolio manager’s leadership in demonstrating reasonable care and prudent judgement when managing clients’ assets
  • Other ways in which the portfolio manager has demonstrated alignment with investors’ interests
  • The portfolio manager’s response to a challenging situation and the outcome
  • What lessons have the portfolio manager learned from mistakes made.
  • Supplementary documentation can be provided, and there is no limit to the number of supporting documents which can be included

Level II Score: Jurors who have signed up/assigned to a particular peer group will score based on the their experience with the fund house and team, and the overall Level I scores presented to them. Scoring at this level could be relatively subjective, as each juror has his/her selection priorities, often guided by their underlying needs. For example, a private banking gatekeeper would have a different priority on criteria selection versus a single family office.

Level III Score: All participants are invited to join The Gatekeeper’s Forum to present their strategies to the jurors. 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 6-8 jurors will be asking in depth questions along the five key pillars for further understanding of the team practices. Jurors will score based on their satisfaction of the information received during the session.

Key Factors for Assessment by Jurors
The judges will evaluate the following factors about an individual manager.

  • Creativity
  • Forecasting Ability
  • Speed and rigor decision making
  • Response to periods of portfolio or market stress
  • Ethics, risk management
  • Conviction in their decisions
  • The outcome of the decisions
  • Role in stewardship
  • ESG integration

Other Rules

Submitting Materials for Multiple Countries
If you are entering the same category for more than one country, you may use the same information, documents and flagship fund across all the countries. 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 countries.

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. Please submit separate entries for each strategy, with the exception of Pillar 5-Corporate Strength.

Merging Categories
To ensure the quality of the awards, categories with less than three funds participating maybe merged to a larger category of the same kind without prior notice

  1. Asia Equity
  2. China Equity
  3. Europe Equity
  4. Emerging Markets Equity
  5. Global Equity
  6. Hong Kong Equity
  7. Singapore Equity
  8. Taiwan Equity
  9. US 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
  1. Multi-Assets Strategies

These awards recognize ETF providers who endeavor to develop products that help long-term investors achieve diversification, risk management, and asset allocation plans.

Winning Titles
The ETF with the highest final score in the respective category will be awarded the Best-in-Class (BIC) title. Up to two other ETFs with scores within 5% below BIC will be awarded Outstanding Achiever titles.

Although this program assesses investment strategies rather than funds, we ask for factsheets and other information related to the flagship ETF. The flagship ETF must meet the following criteria:

  • Must have a minimum 1-year track record
  • Must have an ISIN for the flagship ETF
  • Must provide a prospectus or fact sheet

There are 2 levels of scoring, and the final score is a weighted combination of Levels I and II:

Level I Score: ETF Questionnaire
Level II Score: Juror Assessment
Overall Score: 70% (Level I) + 30% (Level II)

Level I Score: All participants are scored based on their selections of the options preset for each question in the ETF Questionnaire. The scores also pre-defined for each option in each question along the five key pillars.

Level II Score: 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 overall Level I scores presented to them. Scoring at this level could be relatively subjective, as each juror has its selection priorities, often guided by its underlying needs. For example, a private banking gatekeeper would have a different priority on criteria selection versus a single-family office.

Other rules

Submitting Materials for Multiple Strategies – Separate groups of jurors will evaluate different product types, so please ensure one submission per strategy. Please submit separate entries for each strategy, except for Pillar 5-Corporate Strength. 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 merged to a larger category of the same kind without prior notice.

  1. Actively Managed ETF
  2. China A-shares ETF
  3. China Equity ETF
  4. Commodity ETF
  5. Fixed Income ETF
  6. Hedge Fund ETF
  7. High Dividend ETF
  8. Hong Kong Equity ETF
  9. Inverse/Leveraged ETF
  10. Physical ETF
  11. Real Estate ETF
  12. US Equity ETF
  13. Taiwan Large-Cap ETF
  14. Information Technology ETF

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

The Capability Awards recognize ETF service providers who have demonstrated excellence in problem-solving, bringing unique value propositions to investors.

Winner Selection
The firm with the highest score in the respective category will win the Best-in-Class award. Up to two Outstanding Achiever awards will be given to providers within a 5% margin below the Best-in-Class.

All ETF service providers who have the outstanding capability or significant improvement in various attributes can apply for these awards.

Juror Assessment

This score is given by the jurors. It is subjective because it depends on each juror’s interpretation of the information you provided and the jurors’ priorities, which often depend on the family office, bank, or investment advisor they serve

The Most Innovative ETF Award recognizes a provider that demonstrates excellence in problem-solving and brings unique value propositions to investors. These propositions could include risk mitigation, income generation, diversification, exposure to inaccessible markets and securities, or other challenges.

This award will be given to a provider who can demonstrate successful execution of strategies that may include the use of covered calls, shorting, duration reduction, applying different screens, a combination of indices, etc.

This award is given to providers with Smart Beta ETFs that seek to exploit to beat the benchmark over the long term. Judges for this category will be seeking qualities including:

  • the index’s selection of the securities and the weighting of the selected securities in the index
  • how the Smart Beta ETFs achieve excess returns and counter market fluctuations
  • the provider’s consideration of the underlying value of the companies, market caps of these companies, quality, momentum derived from risking stocks, and volatility derived from the macro environment and various cyclical outcomes.

In 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 purpose of the Sustainability Award is to assess fund managers’ 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. The thematic impact categories offer fund houses and ETF providers focused on driving environmental, social, or governance material impact to show off their capabilities and distinguish them from those who are green/blue/SDG washing. Of course, ESG is often a critical criterion across all our conventional awards, whether for active or passive managers. This year, the inclusion is even more profound.

We continue to recognize the Top Environmental, Social and Governance (ESG) and Global Compact (GC) Performing Funds, plus recognition of those integrating the most Paris-Agreement temperature aligned funds – the inclusion Award. From this year onward, Benchmark will also recognize the funds that have made the most significant improvements on ESG, GC, and temperature scores based on a Year-on-Year basis.

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

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

The flagship strategy submitted does not have to be an authorized fund in the jurisdiction of competition. It can be a UCITS, SICAV, etc…

Specific questions will be asked in each respective category, and upon completion of the questionnaire, the submission will be subject to three scoring levels. The final score is a weighted combination of Levels I, II, and III:

Level I Score: Sustainability Questionnaire
Level II: Score: Juror Assessment
Level III Score: The Gatekeeper’s Forum

Overall Score = 60% (Level I) + 30% (Level II)+ 10% (Level III)

Level I Score: All participants are scored based on their selections of the options preset for each question in the Fund Questionnaire. The scores also pre-defined for each option in each question along the five key pillars.

Level II Score: 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 overall Level I scores presented to them. Scoring at this level could be relatively subjective, as each juror has his/her selection priorities, often guided by their underlying needs. For example, a private banking gatekeeper would have a different priority on criteria selection versus a single-family office.

Level III Score: All participants are invited to join The Gatekeeper’s Forum to present their strategies to the jurors. 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 6-8 jurors will ask in-depth questions along the five key pillars for further understanding of the team practices. Jurors will score based on their satisfaction with the information received during the session.

Other Rules

Submitting Materials for Multiple Countries – If you are entering the same category for more than one country, you may use the same information, documents, and flagship fund across all the countries. 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 countries.

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. Please submit separate entries for each strategy, with the exception of Pillar 5-Corporate Strength.

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

Our theme equity categories are focused on funds bringing a positive impact on the world while making respectable risk-adjusted returns. This category participants will go through the same process as the House Awards participants with additional questions on Sustainability practices. These are the categories available for pitching in 2021:

  1. Agribusiness
  2. Alternative Energy
  3. Climate
  4. Environmental
  5. Natural Resources
  6. Water

The flagship fund submitted by the candidates will be drawn 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 180,000 funds with sustainability data, including ESG, Global Compact (GC), and Temperature Score over 65,000 funds in 14 countries.

www.blueonion.today

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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:

  • 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
  • the team buy-in and implementation: how multiple teams come to a consensus for the performance across the board
  • disclosure: disclosed policies and procedures for integrating ESGinformation and metrics into the investment process communicated to investee companies
  • execution: resources, constraints, and timeline management
  • 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 180,000 funds with sustainability data, including ESG, Global Compact (GC), and Temperature Score over 65,000 funds in 14 countries.

www.blueonion.today

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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:

  • the foundation of the practical stewardship principles
  • ongoing development and implementation of the stewardship policies
  • monitoring and assessment techniques of investee companies
  • the collaboration goals and engagement principles with investee companies and investors
  • how voting rights are exercised
  • how ESG is promoted as long-term value creation
  • 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 180,000 funds with sustainability data, including ESG, Global Compact (GC), and Temperature Score over 65,000 funds in 14 countries.

www.blueonion.today

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This award is given to fund houses that avoid investments into companies with revenue exposure to companies flagged for controversial business involvement, global norms violations, ESG considerations, and religious compliance.

Judges will be looking for qualities in:

  • your approach in avoiding securities that violate global norms and standards or other ESG considerations
  • how you exercise active ownership rights to steer investee companies to make changes
  • how you take externalities to beneficiaries as a priority and apply ethical investing into the process for exclusionary or negative screening
  • the faith-based values alignment on business involvement, if the flagship strategy is designed to meet certain religious investment needs

The Business Involvement of 14 flagged activities from BlueOnion to demonstrate the walking the talks of the fund houses, together with category ranking and scoring on ESG, GC, and Temperature performances against their peers.

*BlueOnion is Benchmark's disruptive fund research platform hosting over 180,000 funds with sustainability data, including ESG, Global Compact (GC), and Temperature Score over 65,000 funds in 14 countries.

www.blueonion.today

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Our theme equity categories are focused on ETFs bringing a positive impact on the world while making respectable risk-adjusted returns. Judges will look for your competitive proposition in the impact investment space, the substantial impact, both negative and positive, and/or the progress towards achieving those goals, the scale of the investments vs. the impact terms created, and how the impact contributes to society/economy-wide solution.

Participants will go through the same process as the House Awards participants with additional questions on Sustainability practices.  These are the categories available for pitching in 2021:

  1. Climate Impact ETF
  2. Environmental Focused ETF
  3. Social Impact Focused ETF
  4. Governance Focused ETF
  5. Sustainable Investing ETF

The flagship ETF submitted by the candidates will be drawn 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 180,000 funds with sustainability data, including ESG, Global Compact (GC), and Temperature Score over 65,000 funds in 14 countries.

www.blueonion.today

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This category awards providers with a suite of socially responsible ETFs that considers financial returns as well as a social good. The judges look for ETFs that cover principles such as company ethics, environmental stewardship, and human rights, and how the provider integrates ESG as a key investment process, and how the provider applies ESG solutions across core benchmarks, aligns client portfolios and enhance value creation for shareholders.

A Sustainability report of the flagship ETF submitted will be drawn from BlueOnion to demonstrate the walking the talks of provider, together with the ETF’s category ranking and scoring on ESG, GC, and Temperature performances against their peers.

*BlueOnion is Benchmark's disruptive fund research platform hosting over 180,000 funds with sustainability data, including ESG, Global Compact (GC), and Temperature Score over 65,000 funds in 14 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:

  • 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
  • the team buy-in and implementation: how multiple teams 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 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 180,000 funds with sustainability data, including ESG, Global Compact (GC), and Temperature Score over 65,000 funds in 14 countries. 

www.blueonion.today

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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:

  • the foundation of the practical stewardship principles
  • ongoing development and implementation of the stewardship policies
  • monitoring and assessment techniques of investee companies
  • the collaboration goals and engagement principles with investee companies and investors
  • how voting rights are exercised
  • how ESG is promoted as long-term value creation
  • 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 180,000 funds with sustainability data, including ESG, Global Compact (GC), and Temperature Score over 65,000 funds in 14 countries.

www.blueonion.today

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Key Dates

Submission Activities:Key Dates:
Entry Opens:July 26, 2021
Close of Entry:August 27, 2021
Submission Deadline:October 11, 2021
The Gatekeeper Forum:November 2-4, 2021
Judging Period:October and November 2021
Results Announcement:3rd week of November 2021
Media Outreach:Early January 2022
Gala Dinner: (subject to local social distancing restrictions)Early January 2022
Social Media CampaignFebruary and March 2022
PROCESS

Enter in 3 Simple Steps:

irst, decide on which investment strategies you would like to put forward. It could be something you take considerable pride in or an offering you want a candid assessment on by gatekeepers, fund selectors, and asset owners. You might consider registering these strategies for one or multiple jurisdictions: Hong Kong, Taiwan, and Singapore.

Second, click the “Enter Now” button and select the appropriate categories (investment strategies) and the jurisdiction/s you’re competing in – Hong Kong, Taiwan, Singapore, or a combination of these.

After confirming your registration, you will receive a link to the online submission portal to answer the Benchmark questionnaire and submit attachments to substantiate your responses. The questionnaire is structured according to 5 pillars which the judging panel and we consider to be key indicators of high-quality asset management:

        1. Investment approach;
        2. Portfolio Management;
        3. Performance & Risk;
        4. Stewardship;
        5. Corporate Quality.

Fees

ENTRY OPTIONS FEES
BEST VALUE -
Special BlueOnion Membership Offer:
1. Unlimited House Awards Entries
2. Full Access to the BlueOnion Fund Hub platform containing Sustainability and Quantitative data to over 180,000 funds for one full year
3. Unlimited download of a Sustainability Report for the funds entered into the competition for one full year
4. Attending the Gatekeeper Forum

• Flat Fee for House Awards Categories: USD 3,500 per Region
• Non-House Awards Categories: USD 980 per Category/per Region
Non-BlueOnion Members:
• Attending the Gatekeeper Forum
• USD 980 per Category per Region

The Gatekeeper Forum

The Gatekeeper Forum is a sub-set of the judging process with four to six jurors holding a two-way conversation with the manager of a contesting strategy. The forum allows the 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, Single and Multi-Family Offices to look under the hood before they invest. Another purpose of The Gatekeepers’ 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. Participants who are present at the forum receive Level III scoring points. Each juror has up to 10 points to allocate to each participant. Only invited jurors can select the sessions they are interested in. The forum was held virtually last year, with managers and jurors joining all over the world.

Our honorable Jurors for 2020

The 2021 jurors will be announced in September 2021.

Adeline Tan FIA

Wealth Business Leader, Hong Kong, Mercer

Alan Chan

Head of Investment, OCBC Wing Hang

Alvin Ma

Managing Director & Partner, Axiom Investment Management Limited

Alvin Poh, CFA, CAIA, CFTe

General Manager, Single Family Office

Angel Wu

Head of Product Management Group, Bank of Singapore

Ann Su

Fund Investment Solutions, Taiwan Lead, UBS Wealth Management

Arjan De Boer

Head of Markets and Investment Solutions, Asia, Indosuez Wealth Management

Arun R. Kelshiker, CFA, CAIA

Senior Investment Professional

Dr. Au King-lun, MH

Executive Director & Board Member, Financial Services Development Council

Belinda Hsieh

Executive Director, Head of Treasures Investment Product & Advisory, CBG & Wealth Management, DBS Bank (Hong Kong) Limited

Belle Liang

Head of Investment Advisory and Executive Director of Hang Seng Investment Services, Hang Seng Bank Limited

Benjamen Lim

Head of Hedge Fund Manager Research, Diamond Capital

Bryan Goh

CEO /CIO, Tsao Family Office Pte. Ltd

Charis Wong, CFA

Director, Head of Fund Solutions Hong Kong, Credit Suisse

Chiong Kong Chan

Investment Director, Tsao Family Office

Chris Ryan

Chairman & CEO, First Harbour Capital Partners Ltd

Clement Lai

Senior Investment Advisor of the Investment Advisory Department, Hang Seng Bank Limited

Colin Low

Head of Investment Research, Wealth Management Alliance

Dorcas Nga, CFA

Investment Director, Grandyear Capital, Single Family Office

Elsa Pau

CEO, WealthAsia Group

Freddy Lim

Co-Founder & Chief Investment Officer, StashAway

Gilbert Heng

Head of Product Due Diligence & Governance, CBG & Wealth Management, DBS Bank (Hong Kong)

Janet Li, CFA

Partner, Asia Head Business Leader, Mercer

Jaye Chiu

Head of Investment Products & Advisory, Bank of East Asia

Joanne Murphy, CAIA

Managing Director, Asia Pacific, CAIA Association

Jonathan Wan

Deputy Head of Retail Banking, ICBC (Asia) Limited

Larry Cao, CFA

Senior Director of Industry Research, CFA Institute

Mah Ching Cheng, CFA

Fund Advisory | Vice President Investment Products and Solutions, UOB Private Bank

Marie-Anne Kong

Partner, Asset Management Industry Leader, PricewaterhouseCoopers

Martin W Hennecke

Asia Investment Director, St. James’s Place Wealth Management

Meng Keet Wong

Head of Managed Product Solutions, UOB Private Bank

Dr. Mou Fung Chan

Chairman, Noble Apex Advisors Ltd

Nicholas Leung

Senior Vice President – Section Head, Investment Products & Advisory, Bank of East Asia

Nick Pollard

Managing Director, Asia Pacific, CFA Institute

Paul Smith, CFA

Independent corporate director

Peggy Lee

Head of Wealth Investment Products, Wealth & Personal Banking, HSBC

Peter Ryan-Kane CFA

Founder, PeRK Advisory

Serene Ang

Senior Fund Specialist, Credit Suisse

Simon Liu

Senior Investment Manager, St. James’s Place Wealth Management Group

Stephan Repkow

CEO and Founder, Wealth Management Alliance

Su Yen Chia

Head of Alternative Investments, WealthAsia Group

Wyman Leung

Chief Investment Officer, AMG Financial Group Ltd

Agnes Tai

Director, Great Glory Investment Corporation

Alexandra Tracy

President, Hoi Ping Ventures

Anthony Cheung

Honorary Treasurer and Board Governor, Friends of the Earth (HK)

Catherine Chen

Founder and Managing Partner, AvantFaire Holding

Prof. Christine Loh

Chief Development Strategist, Institute for the Environment HKUST

Katy Yung

Managing Partner, Sustainable Finance Initiative

Dr. Keith Lee

Senior Vice President, WWF Asia Sustainable Finance

Paula DiPerna

Special Advisor, CDP North America

Stephanie Choi

APAC Sustainable & Impact Investing (SII) Strategist in the Chief Investment Office, UBS Global Wealth Management

Yuni Choi

Associate Director of Investment, RS Group

美世顧問 香港投資咨詢業務主管

陳慧盈 FIA

偉榮投資 董事

戴潔瑩

Bank of Singapore, Head of Product Management Group

Angel Wu

Fund Investment Solutions, Taiwan Lead, UBS Wealth Management

Ann Su

新光銀行 財富管理部 副總經理

吳碧芬

Friends of the Earth (HK), Honorary Treasurer and Board Governor

Anthony Cheung

Founder and Managing Partner, AvantFaire Holding

Catherine Chen

銘傳大學企管系 政大財管系兼任副教授

黃慶堂 Ph.D. Finance

CFA Society Taiwan 理事

應德煇 CFA

CAIA Taiwan, Member

黃建中 CAIA

美世顧問 合夥人, 財富及投資業務亞洲區董事總經理

李子恩 CFA

CFA協會 金融分析研究高級總監

曹實 CFA

Chairman, Noble Apex Advisors

Dr. Mou Fung Chan

APAC Sustainable & Impact Investing (SII) Strategist in the Chief Investment Office, UBS Global Wealth Management

Stephanie Choi

國立屏東大學 財金系副教授

呂宗勳

Chief Investment Officer, AMG Financial Group

Wyman Leung M.Phil, FRM
Organizer
Official Research Platform
Education Partner
Education Partner
Supporting Partner
Data Partner
Co-Organizer
Sustainability Data Partner
Social Media Partner

The Benchmark Sustainable Wealth Forum is a knowledge exchange where industry leaders and winners of the Benchmark awards are featured. The Forum covers the financial eco-system and discovers the inside out of the providers’ practices that lead to a more sustainable industry through responsible and ethical investing in protecting the investors across multiple generations. The inaugural series covers the Winners at the Benchmark Wealth Management Awards and the Benchmark Fund of the Year Awards 2020. The topics covered in the Asset Management Series include Investment Propositions, Sustainability, and ESG approaches, Investor Protection, and Global Opportunities and Risks.

Between March and May of this year, we have helped seven winning companies gain over 200,000 impressions per interview on LinkedIn and Facebook with an average engagement rate of 3.16% compared to the market average of 2%.