ASIA AWARDS 2015 HONG KONG

Transcription

1 ASIA AWARDS 2015

2

3 Thank you for taking the time to come to the inaugural Citywire Asia Awards here in Hong Kong. Citywire s basic philosophy is to produce content which helps investors to make the best investment decisions. These awards are based on our unique performance data for individual fund managers and asset management groups running funds available in Hong Kong. Citywire is very much committed to Asia. Our first overseas office opened in Singapore in 2012 and we now have dedicated subsidiaries and offices in both Singapore and Hong Kong. We are an owner managed company, taking a long term view and are delighted to be here. Inside this booklet you will find the detailed methodology for the Citywire Best Group Awards and the Citywire Best Fund Manager Awards, as well as the shortlists in each category. Lawrence Lever Executive Chairman, Citywire Financial #CWAsiaAwards

4 Citywire tracks and rates fund managers in 39 countries across the globe. This amounts to 12,000 fund managers running 19,000 portfolios in more than 200 investment sectors. Citywire has been following individual fund managers as they move from group to group for more than 15 years. This gives us the ability to create career track records of their performance. Citywire Ratings were introduced in September 2002 and rate managers on a purely quantitative basis.

5 Citywire Best Group & Best Fund Manager Awards We have 24 awards in total to present this evening. These awards reward consistency of a fund group s stable of managers over a period of up to seven years. Best Group Awards are based on Citywire s Global Group Ratings. These assess a fund group s average risk-adjusted returns in a particular sector, over seven years to 31 December This is then filtered down by the chosen country. Our Best Fund Manager Awards highlight those individual managers adding the most value above their Citywire applied benchmark over three years until 31 December 2014.

6 Citywire Best Group Awards Methodology To win an award, groups must go through the Citywire Group Ratings methodology, which pits them against the best global talent in an investment sector. The winner is the top fund group available to investors in Hong Kong How does it work? Citywire Group Ratings recognise the expertise of the group as a whole in managing money in specific investment sectors, rewarding the depth of talent that sits at the core of the best asset management houses. Our unique, quant-based methodology ensures fair and transparent scrutiny of the capabilities of each fund group, and allows for comparison between boutiques and global giants. To make our analysis as comprehensive as possible, every manager in every sector in Citywire s coverage is included regardless of where they are based.

7 Manager experience: Every fund manager that has managed money for three years or more counts towards the Citywire Fund Group Rating in every sector that they are eligible for. The longer the better: Track records beyond three years (up to a maximum of seven years) in a sector count towards fulfilling a manager s maximum score potential. This is in recognition of the difficulty in consistently outperforming over the long term. Co-managers are attributed scores based on how long they have been contributing to the performance of their funds. Outperformance: Managers must add value above their benchmark over this time period. How much they outperform gives them a manager score. Handling money: Managers are attributed a small bonus for managing considerable assets in a sector. Scoring the group: All managers in the fund group active in that sector, who fulfil the criteria, are grouped into their teams of co-managers and have their scores averaged to produce a group score. Country: We then filter for where the group s funds in that sector are registered for sale. If the group registers one or more of their funds in a particular country, their global score is then awarded to them in that country.

8 Citywire Best Fund Manager Awards Methodology Best Fund Manager Awards go to the individual fund manager generating the highest risk-adjusted returns in a particular sector over the past three years in Hong Kong. These are based on the individual track records for all funds they have run in the sector over this period. Best Fund Manager Awards are derived by isolating the individuals with the highest risk-adjusted returns at a sector level, in the chosen country, over three years to 31 December In order to qualify, fund managers must hold a January 2015 Citywire Rating for their risk-adjusted performance, across all markets, for three years to 31 December These are the managers delivering the most positive alpha over that time. Our ratings methodologies are actuarially approved by AKG Actuaries & Consultants.

9 Award Categories

10 Citywire Best Group 2015 & Best Fund Manager 2015 Categories BEST GROUP 2015 BEST FUND MANAGER 2015 Bonds - Asia Pacific Hard Currency BEST GROUP 2015 BEST FUND MANAGER 2015 Bonds - Emerging Markets Global Hard Currency BEST GROUP 2015 BEST FUND MANAGER 2015 Bonds - Global High Yield BEST GROUP 2015 BEST FUND MANAGER 2015 Bonds - Asia Pacific Local Currency BEST GROUP 2015 BEST FUND MANAGER 2015 Bonds - Global BEST GROUP 2015 BEST FUND MANAGER 2015 Bonds - US Dollar

11 BEST GROUP 2015 BEST FUND MANAGER 2015 Equity - Asia Pacific Excluding Japan BEST GROUP 2015 BEST FUND MANAGER 2015 Equity - Global Emerging Markets BEST GROUP 2015 BEST FUND MANAGER 2015 Equity - Japan BEST GROUP 2015 BEST FUND MANAGER 2015 Equity - Europe BEST GROUP 2015 BEST FUND MANAGER 2015 Equity - Global Equities BEST GROUP 2015 BEST FUND MANAGER 2015 Equity - North America

12 BEST GROUP 2015 Bonds - Asia Pacific Hard Currency BlackRock Eastspring Investments Fidelity Worldwide Investment JP Morgan Asset Management UBS Global Asset Management

13 BEST FUND MANAGER 2015 Bonds - Asia Pacific Hard Currency Ashley Perrott Bryan Collins David Lai Stephen Chang Wai Mei Leong UBS Global Asset Management Fidelity Worldwide Investment Eastspring Investments JP Morgan Asset Management Eastspring Investments

14 BEST GROUP 2015 Bonds - Asia Pacific Local Currency Aberdeen Asset Management Alliance Bernstein BlackRock Franklin Templeton Investments Legg Mason Global Asset Management

15 BEST FUND MANAGER 2015 Bonds - Asia Pacific Local Currency Brad Gibson, Douglas Peebles, Paul DeNoon & Hayden Briscoe Chia-Liang Lian Chow Yang Ang, Rajeev De Mello Guan-Yi Low Michael Hasenstab, Dong ll Kim & Vivek Ahuja Alliance Bernstein Legg Mason Global Asset Management Schroders Eastspring Investments Franklin Templeton Asset Management

16 BEST GROUP 2015 Bonds - Emerging Markets Global Hard Currency Aberdeen Asset Management Alliance Bernstein MFS Investment Management PIMCO Threadneedle Investments

17 BEST FUND MANAGER 2015 Bonds - Emerging Markets Global Hard Currency Eric Baurmeister Helene Williamson Matt Ryan & Ward Brown Michael Mon, Douglas Peebles, Paul DeNoon & Matthew Sheridan Morgan Stanley Investment Management First State Investments MFS Investment Management Alliance Bernstein

18 BEST GROUP 2015 Bonds - Global BNY Mellon Asset Management Legg Mason Global Asset Management Manulife Asset Management Morgan Stanley Investment Management PIMCO

19 BEST FUND MANAGER 2015 Bonds - Global Andrew Wells Ariel Bezalel Dan Janis Gibson Smith & Darrell Watters Scott A. Mather Fidelity Worldwide Investment Jupiter Asset Management Manulife Asset Management Janus Capital PIMCO

20 BEST GROUP 2015 Bonds - Global High Yield HSBC Global Asset Management Janus Capital PIMCO Principal Global Investors Robeco

21 BEST FUND MANAGER 2015 Bonds - Global High Yield Andrew Jessop Darrin Smith & Mark Denkinger Paul DeNoon Sander Bus Wesley Sparks PIMCO Principal Global Investors Alliance Bernstein Robeco Schroders

22 BEST GROUP 2015 Bonds - US Dollar JP Morgan Asset Management Manulife Asset Management PIMCO Schroders Threadneedle Investments

23 BEST FUND MANAGER 2015 Bonds - US Dollar David Oliphant Douglas Peebles, Paul DeNoon & Gershon Distenfeld Howard Greene Rick Rieder Robert Persons, Josh Marston & Jeffrey Wakelin Threadneedle Investments Alliance Bernstein Manulife Asset Management BlackRock MFS Investment Management

24 BEST GROUP 2015 Equity - Asia Pacific Excluding Japan Aberdeen Asset Management First State Investments Robeco Schroders Value Partners

25 BEST FUND MANAGER 2015 Equity - Asia Pacific Excluding Japan Andrew Swan Joohee An Joshua Blaise Crabb Michiel van Voorst Rahul Chadha BlackRock Mirae Asset Global Investments Old Mutual Global Investors Robeco Mirae Asset Global Investments

26 BEST GROUP 2015 Equity - Europe BlackRock Fidelity Worldwide Investment Invesco JP Morgan Asset Management MFS Investment Management

27 BEST FUND MANAGER 2015 Equity - Europe Brian Hall John Baker, Jonathan Ingram & Anis Lahlou-Abid Ken Hsia Martin Walker & John Surplice Stephanie Butcher BlackRock JP Morgan Asset Management Investec Asset Management Invesco Invesco

28 BEST GROUP 2015 Equity - Global Emerging Markets Aberdeen Asset Management Eastspring Investments Fidelity Worldwide Investment First State Investments JP Morgan Asset Management

29 BEST FUND MANAGER 2015 Equity - Global Emerging Markets Dean Newman Jonathan Asante Joohee An Laurent Saltiel Nick Price Invesco First State Investments Mirae Asset Global Investments Alliance Bernstein Fidelity Worldwide Investment

30 BEST GROUP 2015 Equity - Global Equities Calamos Asset Management Franklin Templeton Investments MFS Investment Management Morgan Stanley Investment Management Wells Fargo Asset Management

31 BEST FUND MANAGER 2015 Equity - Global Equities Avi Lavi & Takeo Aso David Mannheim & Roger Morley Hilary Natoff Mark Breedon Mikhail Zverev Alliance Bernstein MFS Investment Management Fidelity Worldwide Investment Investec Asset Management Standard Life Investments

32 BEST GROUP 2015 Equity - Japan Aberdeen Asset Management Eastspring Investments Fidelity Worldwide Investment Old Mutual Global Investors Schroders

33 BEST FUND MANAGER 2015 Equity - Japan Dean Cashman Ken Maeda Nick Price Shoichi Mizusawa & Nicholas Weindling Yoshimi Hashimoto Eastspring Investments Schroders Fidelity Worldwide Investment JP Morgan Asset Management Fidelity Worldwide Investment

34 BEST GROUP 2015 Equity - North America JP Morgan Asset Management MFS Investment Management Robeco Threadneedle Investments Wells Fargo Asset Management

35 BEST FUND MANAGER 2015 Equity - North America Mark Donovan & David Pyle Peter Bourbeau Richard Nackenson Richie Freeman & Evan Bauman Samantha McLemore Robeco Legg Mason Global Asset Management Neuberger Berman Legg Mason Global Asset Management Legg Mason Global Asset Management

36 NOTES

37 NOTES

38 NOTES

39 Copyright Citywire Financial Publishers Ltd ( Citywire ), The content of this presentation/guide is confidential and is protected by the laws of England and Wales and other countries throughout the world. This presentation/guide is only for the Copyright exclusive Citywire use of Financial the intended Publishers recipient, Ltd ( Citywire ), any unauthorised The content reproduction, of this presentation/guide distribution or is confidential exhibition and of is this protected presentation/guide by the laws of England or any and of its Wales content and other is prohibited countries throughout and may the result world. in This civil presentation/guide liability, criminal is prosecution only for the exclusive or both. use Citywire s of the intended name recipient, and logo any and unauthorised the names reproduction, of any Citywire distribution products or exhibition and of services this presentation/guide included in or this any presentation/guide of its content is prohibited are and trade may result marks in civil of liability, Citywire. criminal Nothing prosecution contained or both. in Citywire s this presentation/guide name and logo and shall the names be construed of any Citywire as products conferring and services any licence included or in right this presentation/guide under any Citywire are trade patent, marks copyright of Citywire. or trade Nothing mark. contained in this presentation/guide shall be construed as conferring any licence or right under any Citywire patent, copyright or trade mark.

40 @CitywireAsia #CWAsiaAwards citywire.hk