Awards Information

Celebrating its 20th anniversary, the Benchmark Fund of the Year Awards pushes the envelope to reach new heights in driving best practices and sustainability with its methodology that recognizes a fund strategy performing outstandingly in investment performance, risk management, and ESG performance.

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 28, 2023
Awards Ceremony:August 28, 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.

Our honorable Jurors for 2022

Jurors for 2023 will be revealed after closing

Adeline Tan FIA

Wealth Business Leader, Hong Kong, Mercer

Agnes K Y Tai

Director, Great Glory Investment Corporation

Alan Chan

Head of Investment, OCBC Wing Hang

Alexandra Tracy

President, Hoi Ping Ventures

Angus Choi

Partner, ESG Advisory, KPMG

Anthony Cheung

Honorary Treasurer and Board Governor Friends of the Earth (Hong Kong)

Belinda Hsieh

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

Belle Liang

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

Catherine Chen

Founder and CEO AvantFaire Investment Management

Claire Chen

Leads Fund Due Diligence team in Greater China, DBS Private Bank

Clement Lai

Chief of Fund Advisory, Investment Advisory Department, Investment Products and Advisory Business, Hang Seng Bank Limited

Elsa Pau

Group CEO, Blueonion

Francesco Stadler

Director of Impact Funds & Ventures, Sustainable Finance Initiative

Joanne Murphy

Managing Director, Asia Pacific, CAIA Association

Jonathan Wan

Deputy Head of Retail Banking & Wealth Management Department, ICBC (Asia) Limited

Kenny Chong

Head of Investment Services, Wealth Management Alliance

Kent Chen

Senior Vice President, The Shanghai Commercial & Savings Bank, LTD.

Larry Cao, CFA

Senior Director of Industry Research, CFA Institute

Leo Lee

Chief Investment Officer, Grace Harmony (Hong Kong) Limited

Leo Pui

Head of Investment Product, ICBC (Asia) Limited

Martin Chen

Executive Director, Raffles Family Office

Martin W. Hennecke

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

Nicholas Leung

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

Nick Pollard

Managing Director, Asia Pacific, CFA Institute

Pamela Mar

Managing Director, Digital Standards Initiative, International Chamber of Commerce

Paul Smith, CFA

Licensed Representative, Peak Capital Limited

Richard Harris

Founder & CEO, Port Shelter

Sammy Koo

EY – Parthenon, Partner, Strategy and Transactions

Serena Mak

Executive Director of Sustainable Finance, DBS Bank (HK)

Simon Liu

Head of Investment Research, St. James’s Place Wealth Management Group

Stephan Repkow

CEO and Founder, Wealth Management Alliance

Zita Chung

Chief Investment Officer, Sun Life Group

黃慶堂 Ph.D. Finance

銘傳大學企管系 政大財管系兼任副教授

黃建中

CAIA Taiwan, Member

呂宗勳

國立屏東大學 財金系副教授

吳碧芬

新光銀行 財富管理部 副總經理

應德煇 CFA

CFA Society Taiwan 理事