Clicky

Fund Manager of the Year Awards 2018

 

Congratulations to all the Winner and Finalaists of the 2018 Money Management Fund Manager in accociation with our research partner Lonsec.

This years over 400 of the industry's finest came together to celebrate excellence across the funds and wealth management  sector.

For this years photos please visit Money Management's facebook page.

 

Event Details

Date: 10 May 2018
Location: Shangri-La Hotel - Sydney
Time: 6.30pm - Late

 

Tab

Categories

There are more than 20 fund management categories where the finalists and winners are rated by Lonsec Research.

The process Lonsec implemented to select the winners for each award category is consistent with last year’s process and consisted of three primary components.

Firstly, as an initial screen, fund managers needed to be rated ‘recommended’ or higher by Lonsec in their category. Lonsec’s managed funds research process is qualitatively skewed.

Lonsec believes that managing money is a combination of art and science, and that there are a number of critical ingredients that combine to produce a quality investment product. Lonsec’s assessment of people and the investment process they employ has the greatest impact on its rating process.

From this screened universe, Lonsec utilised two equally weighted components to select the Fund Manager of the Year winners in each category.

The first component was the one-year excess return for representative funds for the calendar year 2017.

 Since the majority of retail flows are invested in wholesale trusts via platforms, wholesale trusts were used as the vehicles for performance calculation for managers.

The second component was a qualitative analyst ‘momentum’ score, which the Lonsec research team determined for fund managers in each category. Factors that were considered in this momentum score included process enhancements, team stability and depth, management of funds under management (FUM) capacity and risk management.

The highest scoring fund manager, from the aggregate of these two equally weighted components, was declared the winner in each category.

In summary, managers who have performed well against the benchmark within their category and have strong positive qualitative momentum, as assessed by Lonsec, are finalists for these awards.

In regard to the overall Fund Manager of the Year award, Lonsec used a voting process involving the Lonsec research team.

Firstly, nominations were made for managers. Secondly, nominated managers were then ranked by senior members of the Lonsec research team. The highest ranking manager was declared the winner.

 

Money Management will collect nominations for other areas of the industry and award the Business Development ManagerYoung AchieverParaplanner, Financial Planner of the Year and the Lifetime Achievement award.

Fund Manager of the Year

Rated by Lonsec

Sponsored by

Global Equities (Broad Cap)

Rated by Lonsec

Global Equities (Regional & Emerging Markets)

Rated by Lonsec

Global Equities Fixed Income

Rated by Lonsec

Australian Equities (Broad Cap)

Rated by Lonsec

Australian Equities (Small Cap)

Rated by Lonsec

Equities (Long Short)

Rated by Lonsec

Property & Infrastructure Securities

Rated by Lonsec

Alternative Investments

Rated by Lonsec

Multi-Sector

Rated by Lonsec

Asset Allocator of the Year

Rated by Lonsec

Australian Fixed Income (inc Diversified)

Rated by Lonsec

Sponsored by

SMA Portfolio Award

Rated by Lonesc

ETF Provider

Rated by Lonsec

Responsible Investments

Rated by Lonsec.

Retirement Product Innovation

Rated by Lonsec

Emerging Manager

Rated by Lonsec

Direct Property Fund

Rated by Lonsec

BDM of the Year

Nominations are being collected by Money Management.

BDM of the Year award recognises outstanding business development managers working in various sectors of the financial services industry. Nominees are judged on technical expertise, product knowledge and business acumen, in addition to the value they add to the brand they represent.

 

Financial Planner of the Year

Nominations are being collected by Money Management.

The Financial Planner of the Year award celebrates the best in the financial planning profession. The entry and judging process will be conducted in two stages. The judges will be looking for a comprehensive overview of the nominee's personal attributes and career achievements. 

 

Paraplanner of the Year

Nominations are being collected by Money Management. 

The paraplanner of the year award celebrates excellence behind the scenes of the financial planning profession – the paraplanner. The entry and judging process will be conducted in two sperate stages.

 

Young Achiever of the Year

Nominations are being collected by Money Management.

Open to anyone working within the financial services industry that will be below the age of 35 at midnight on 10th May 2018. The judges will be looking to find the most talented individual working within the financial services industry.

 

Lifetime Achievement Award

also presented on the night

View Finalists

BDM of the Year

NSW/ACT

  • Lina Brescia, AIA Australia
  • Simon Felice, CommInsure
  • Mitchell Ramsbotham, TAL
  • Lydia Kapterian, Colonial First State
  • Geoff Mulray, TAL

VIC/TAS

  • Shadia Kouzma, ANZ Onepath Wealth
  • Ravi Verma, Ventura Funds Management
  • Peter Vlachos, AMP

QLD

  • Liam Carroll, TAL
  • Hosea Huang, TAL
  • Brad Tyley, BT Financial Group

WA/SA/NT

  • Emma Crothers, AIA Australia
  • Bruce Tiver, Colonial First State
  • Michael Carroll, NAB Wealth

Financial Planner of the Year

Mark O’Flynn, Tupicoffs Pty Ltd

Simon McGuirk, Wealth Market

Ben Travers, Pitcher Partners Wealth Management

Paraplanner of the Year

Tahir Adeel, Strategy First Financial Planning

Chris Cynkar, RSM Financial Services

Young Achiever of the Year

Crystal Bobir

Caleb Dozzi

Helena McGeorge