Award Summary

This award category is applicable to any fund house that manages at least one actively managed global equity strategy. The fund(s) submitted for consideration must be active and long-only and must use a broad global equity index as a benchmark, but can use any investment style (e.g. growth, value, blend, small cap, large cap, all cap).

Award Summary

This award category is applicable to any fund house that manages at least one actively managed US equity strategy. The fund(s) submitted for consideration must be active and long-only, but can use any investment style (e.g. growth, value, blend, small cap, large cap, all cap).

Award Summary

This award category is applicable to any fund house that manages at least one actively managed Asia Pacific ex Japan equity strategy. The fund(s) submitted for consideration must be active and long-only, but can use any investment style (e.g. growth, value, blend, small cap, large cap, all cap). In terms of geography, the fund(s) can invest in a combination of any countries in the Asia Pacific region but cannot exclusively cover the following equity markets (for which there are stand-alone categories):
Greater China (including but not limited to H-shares, A-shares and Taiwan)
Japan
India

Award Summary

This award category is applicable to any fund house that manages at least one actively managed Greater China equity strategy. The fund(s) submitted for consideration must be active and long-only, but can use any investment style (e.g. growth, value, blend, small cap, large cap, all cap). In terms of geography, the fund(s) can cover Greater China (Onshore China, Hong Kong, Taiwan, Macau) as a whole, or the single markets of Hong Kong, Taiwan or Macau, but cannot exclusively cover the China A-shares market (for which there is a stand-alone category).

Award Summary

This award category is applicable to any fund house that manages at least one actively managed China A-shares equity strategy. The fund(s) submitted for consideration must be active and long-only, but can use any investment style (e.g. growth, value, blend, small cap, large cap, all cap).

Award Summary

This award category is applicable to any fund house that manages at least one actively managed Japan equity strategy. The fund(s) submitted for consideration must be active and long-only, but can use any investment style (e.g. growth, value, blend, small cap, large cap, all cap). In terms of geography, the fund(s) must predominantly invest in equities issued by companies with exposure to the Japanese economy.

Award Summary

This award category is applicable to any fund house that manages at least one actively managed emerging market equity strategy. The fund(s) submitted for consideration must be active and long-only, but can use any investment style (e.g. growth, value, blend, small cap, large cap, all cap). In terms of geography, the fund(s) can cover global emerging markets, a selection of emerging market countries, or a single emerging market country but it cannot exclusively cover the following equity markets (for which there are stand-alone categories):
China
India

For the purposes of these awards, Asian Private Banker uses the MSCI definition of emerging markets.

Award Summary

This award category is applicable to any fund house that manages at least one actively managed India equity strategy. The fund(s) submitted for consideration must be active and long-only, but can use any investment style (e.g. growth, value, blend, small cap, large cap, all cap). In terms of geography, the fund(s) must predominantly invest in equities issued by companies with exposure to the Indian economy.

Award Summary

This award category is applicable to any fund house that manages at least one equity ETF of any type/investment focus.

Award Summary

This award category is applicable to any equity fund that has been launched since 1 July 2022. The fund(s) submitted for consideration will be judged in terms of performance and assets gathered from private banking and wealth management clients since launch, as well as other relevant distribution, marketing and content-related activities.

Award Summary

This award category is applicable to any fund house that manages at least one actively managed thematic strategy focused on technology. Relevant technological themes include but are not limited to the internet, software, digitalisation, ecommerce, artificial intelligence, robotics, digital currencies, and/or semiconductors. The fund(s) submitted for consideration must be active and long-only, can use any investment style (e.g. growth, value, blend, small cap, large cap, all cap), and must invest predominantly in equities issued by companies within the technology sector. The fund(s) submitted for consideration can cover any market. The submitted fund(s) cannot exclusively focus on the ESG/Sustainable theme, for which there is a separate category.

Award Summary

This award category is applicable to any fund house that manages at least one actively managed ESG/sustainable equity strategy. The fund(s) submitted for consideration must be active and long-only, but can cover any market in which the companies invested adhere to best practices across environmental, social and governance themes. Relevant ESG themes include but are not limited to climate change, clean energy, pollution and natural resource conservation; diversity, equity, inclusion, social justice, gender and racial equality; corporate structure and disclosure, treatment of shareholders, business ethics and anti-corruption efforts.

Award Summary

This award category is applicable to any fund house that manages at least one actively managed equity strategy with a bias towards investing in companies that pay significant and/or growing dividends. The fund(s) submitted for consideration must be active and long-only, but can be any geography or target company size (i.e. small cap or large cap).

Award Summary

This award category is applicable to any fund house that manages at least one actively managed equity strategy with a bias towards the value style. The fund(s) submitted for consideration must be active and long-only, but can be any geography or target company size (i.e. small cap or large cap).