House Awards
Benchmark has upped its notch 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 by Morningstar and BlueOnion for investment and sustainability performance will be used for scoring.
CO-ORGANIZED WITH:
Methodology
The House Awards can be entered by self-nomination or nomination by the judging committee. 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 view these facets as interlocking pieces that form a cohesive whole. Benchmark's five pillars are Investment Approach, Performance & Risk, Portfolio Management, Stewardship, and Corporate Quality.
Although this program assesses investment strategies rather than funds, we request factsheets and other information related to the oldest share class of a flagship fund so that the same metrics can evaluate all candidates. The strategy must:
✓ Have a minimum 3-year 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 require authorization of funds in the jurisdiction of competition. It can be a UCITS, SICAV, etc..…
The assessment period is from January 1, 2024 to December 31, 2024.
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.
Step 1 – Decide which investment strategies you would like to pursue.
Step 2 – Fill out the Multiple-Choice Questionnaire for each entered category. Due to the increasing number of entries each year, we can no longer offer each fund an opportunity to the Gatekeeper Forum. To present the best candidates to the judges, those who have met the qualifying threshold will be shortlisted to enter the Gatekeeper Forum. These shortlisted candidates are selected based on 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 specified criteria for each type of award. This is a subjective process, and the judges will be provided with the submissions, as well as the independent financial performance reporting from Morningstar and the sustainability performance from 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 gain a deeper understanding of team practices. Jurors assigned to a particular peer group will score based on their experience with the fund house and team, as well as the evidence presented.
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 area separately. Submit all the answers and documents for the first region, then input the related submission ID for the other areas.
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.
Awards Categories and Criteria
Active Managers
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
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Asia Pacific ex-Japan Equity
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China Equity
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Europe Equity
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Global Equity
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Global Income Equity
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Global Emerging Markets Equity
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Greater China Equity
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Hong Kong Equity
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India Equity
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Japan Equity
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US Equity
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US Income Equity
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US Small & Mid-Cap Equity
Please note that the final naming of the award category may differ from the list displayed here.
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Natural Resources Sector Equity
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Consumer Goods & Services Sector Equity
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Energy Sector Equity
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Financials Sector Equity
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Healthcare Sector Equity
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Infrastructure Sector Equity
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Technology Sector Equity
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Real Estate Sector Equity
Please note that the final naming of the award category may differ from the list displayed here.
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Asia Fixed Income
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China Fixed Income
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Emerging Markets Fixed Income
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Europe Fixed Income
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Global Fixed Income
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High Yield Fixed Income
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Hong Kong Fixed Income
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US Fixed Income
Please note that the final naming of the award category may differ from the list displayed here.
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Aggressive Mixed Asset
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Balanced Mixed Asset
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Conservative Mixed Asset
Please note that the final naming of the award category may differ from the list displayed here.
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Awards Categories and Criteria
Active Managers
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
-
Asia Pacific ex-Japan Equity
-
China Equity
-
Europe Equity
-
Global Equity
-
Global Income Equity
-
Global Emerging Markets Equity
-
Greater China Equity
-
Hong Kong Equity
-
India Equity
-
Japan Equity
-
US Equity
-
US Income Equity
-
US Small & Mid-Cap Equity
Please note that the final naming of the award category may differ from the list displayed here.
-
-
Natural Resources Sector Equity
-
Consumer Goods & Services Sector Equity
-
Energy Sector Equity
-
Financials Sector Equity
-
Healthcare Sector Equity
-
Infrastructure Sector Equity
-
Technology Sector Equity
-
Real Estate Sector Equity
Please note that the final naming of the award category may differ from the list displayed here.
-
-
Asia Fixed Income
-
China Fixed Income
-
Emerging Markets Fixed Income
-
Europe Fixed Income
-
Global Fixed Income
-
High Yield Fixed Income
-
Hong Kong Fixed Income
-
US Fixed Income
Please note that the final naming of the award category may differ from the list displayed here.-
-
Aggressive Mixed Asset
-
Balanced Mixed Asset
-
Conservative Mixed Asset
Please note that the final naming of the award category may differ from the list displayed here.
-