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BENCHMARK has launched its 9th installment of the Fund of the Year Awards. The competition will examine fund performance and fund houses that have performed well over the past 12 months.
“As the market becomes more volatile each year, we believe it is important for both investors and advisors to be able to identify top notch fund products and providers who have stayed above their peers in delivering best risk-adjusted performance,” said Elsa Pau, Publisher and Editor-in-Chief of BENCHMARK magazine.
The competition is made up of two parts: the FUND Awards and the HOUSE Awards. The FUND Awards, which is not open for entry, continues the competition’s quantitative analysis of the top 100 funds in key categories. Using its methodology and tools, the organizer, WealthAsia, will partner with Morningstar Asia to determine the winners.
The HOUSE Awards, which is now open for entries, will go beyond statistical analysis to look at other qualitative areas of a total of 11 categories to identify the key performers in this volatile period, and 14 categories for providers who excel in their capabilities such as Investor Education, Socially Responsible Investment, Best Disclosure, Client Support and Advisor Education.
Jurors, comprised of one group for Mutual Funds, one group for ETF, and another group for MPF, will use paper submissions to determine the winners.
The deadline for entries is October 22, 2012 and for paper submissions is November 13, 2012. The winners will be announced in December 2012 and the awards will be presented at the Awards Gala Reception in February 2013.
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