The Research IP Fund Manager of the Year Awards are back in 2023, to round out the year that was and recognise the best fund managers in the country. Today, we are excited to announce the finalists.
Research IP has powered awards in New Zealand since 2015, with FundSource until 2019, and then as Research IP, and proudly sits behind the eponymous awards. Central banks in developed countries have hit pause on interest rate increases through the third quarter of 2023. However, markets are choppy with investors remaining uncertain from week to week with inflation and now conflict emerging around the world. This makes for an interesting period, where active funds management should be able to navigate the markets with more positive outcomes and lower drawdowns. But has that been the case? The awards will play a role by identifying the top-performing money managers, with categories such as Fund Manager of the Year, KiwiSaver Manager of the Year, Responsible Investment Manager of the Year, and new in 2023, Innovation of the Year.
In today’s fast-paced world, where technological advancements and shifting consumer expectations are reshaping the financial landscape, innovation has become a cornerstone of success. Financial institutions and service providers continuously strive to deliver new and improved solutions that revolutionise how we manage, invest, and protect our finances.
Research IP has created six broad themes to capture innovation:
- Innovation
- Impact
- Value proposition
- Scalability and sustainability
- Customer experience
- Industry leadership
On another front, we also want to take some time to reflect on the people who wear out their shoe leather in support of the funds management industry. Business Development and Client Service teams are an important piece of a successful funds management business. This year, we introduce the Relationship Manager / BDM of the Year, to recognise those at the coalface distributing and supporting investors and advisers.
Darren Howlin, Managing Director of Research IP, said: “Twelve months on from the 2022 Awards, we are excited to be heading to New Zealand for our eponymous awards. We are absolutely wrapped with the engagement from the industry during our shortlist process. We believe our awards recognise the hard work of fund managers, bringing together the best of the investment management industry. The event will come packed with insights from fund managers, including the risks in their portfolios and delving into the dark world of AI and what that means for financial services and beyond. There are some amazing takeaways.”
There is still time to have your say in the
Adviser Choice Awards and Investor Choice Awards.
Announcing the Finalists
Global Fixed Interest Fund of the Year
- Bentham Syndicated Loan Fund
- Colchester Emerging Markets Bond Fund
- Dimensional Five-Year Diversified FI NZD
- Milford Global Corporate Bond Fund
Australasian Fixed Interest Fund of the Year
- Daintree Core Income Trust (NZD)
- Daintree High Income Trust (NZD)
- Milford Cash Fund
- Nikko AM NZ Cash Fund
Global Property & Infrastructure Fund of the Year
- Maple-Brown Abbott Global Listed Infrastructure Fund
Australasian Property Fund of the Year
- Alceon Australian Property Fund
Alternatives Fund of the Year
- Janus Henderson Global Natural Resources Fund
- Partners Group Global Value Fund
- Salt Long Short Fund
- Schroder Specialist Private Equity Fund
Global Equities Fund of the Year
- Clarity Global Shares Fund
- Fairlight Global Small & Mid Cap Fund
- Schroder Global Recovery Fund
- SuperLife Europe Fund
Australian Equities Fund of the Year
- Airlie Australian Share Fund
- Allan Gray Australia Equity Fund
- Octagon Australian Equities Fund
- QuayStreet Australian Equity Fund
Australasian Equities Fund of the Year
- Devon Alpha Fund
- Milford Dynamic Fund
- Milford Trans-Tasman Equity Fund
- Pie Australasian Dividend Growth Fund
New Zealand Equities Fund of the Year
- Clarity New Zealand Equity Fund
- Kernel NZ 50 ESG Tilted Fund
- Nikko AM Core Equity Fund
- Salt NZ Dividend Appreciation Fund
Diversified Fund of the Year
- Generate Focused Growth Managed Fund
- InvestNow Foundation Series Growth Fund
- Milford Active Growth Fund
- QuayStreet Growth Fund
Major Award Finalists
Responsible Investment Manager of the Year
- Generate Investment Management
- Pathfinder Asset Management
- Tahito
Innovation of the Year
- Booster Innovation Fund
- Devon Global Impact Bond Fund
- Kernel Wealth
- Kōura Wealth Carbon Neutral Crypto Fund
- Mindful Money
- Pathfinder Green Bond Fund
KiwiSaver Manager of the Year
- BNZ Investment Services
- Fisher Funds Management
- Milford Asset Management
- QuayStreet Asset Management
Other major Awards will be announced live on the night
Adviser Choice – Equities
Adviser Choice – Fixed Interest
Adviser Choice – Property & Infrastructure
Adviser Choice – KiwiSaver
Investor Choice
Relationship Manager / BDM of the Year
and
Boutique Manager of the Year
Fund Manager of the Year
Finalists and winners will be announced via our dedicated awards page https://research-ip.com/awards/.
Smartshares took out the gong last year read more here.
Good luck,
The Research IP Team
Research IP is a leading provider of investment research, tools and technology. The inaugural 2019 Research IP awards were a huge success after previously powering the NZX’s FundSource Awards for four years. With extensive access to data insights and an open universe of funds to choose from, Research IP is experienced in undertaking the requisite research to award the very best.
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