Institutional Asset Management Awards 2019
The Institutional Asset Management Awards, in association with Pension Bridge, is the most prestigious awards program of its kind in North America. With a independent and rigorous judging process, winning an IAMA will directly lead to new allocations, improved inflows, and greater recognition from the institutional investment world.
Entry deadline: August 28, 2019
Awards ceremony: November 6, 2019 | Metropolitan Club, New York
Awards Schedule
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June 24,2018 Entry Opening Date
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August 28,2019 Entry Closing Date
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November 8,2018 Awards Ceremony
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Welcome to the Institutional Asset Management Awards
A revitalised awards program that will recognize and reward the institutional asset management industry for performance and excellence across various strategies, enabling asset managers to benchmark and prove themselves against their competition. Using a brand new quantitative and qualitative judging methodology, heavily researched with our advisory board and the market to ensure the metrics and weightings are reflective of investment decisions being made by CIO’s.
The fund categories are open to any funds that have institutional investors, including, but not limited to, SMAs.
The judging will be 2-stage. The first stage will use purely the quantitative elements to derive leader boards from the entries. These leader boards will inform and populate the shortlists for each category, who will go through to the second stage of judging where a panel of independent and impartial judges from Institutional Investors and Consultants will ensure firstly that the data is correct and will use their knowledge and the qualitative elements of the entry process to decide on the winners by category.
The awards are split into 4 category groups, with 2 sets of fund performance categories, consultant categories and investor categories.
WHY ENTER?
- Win allocations and increase inflows: The programme and methodology has been developed in consultation with the institutional investment community to be reflected of how real world investment decisions are made. Therefore if you are shortlisted, or win, one of our awards, it is a very simple seal of approval that you are the asset manager to allocate too.
- Be judged by the experts: We have compiled an exceptional panel of judges from across the continent to ensure that the real innovators and performers win our awards. These are CIO’s, and investors with decision making power in some of the largest allocators in the world, entering gains you exposure in front of them.
- Benchmark yourself against your competitors: There is no better way to understand how you are performing. Benchmark yourself and understand the areas you need to improve to grow your business.
- Recognise and reward your teams: The IAMA’s will allow you to reward your teams work over the years through recognition and celebration.
HOW TO ENTER THE AWARDS
How to enter the awards
- Review the categories and entry rules
Carefully read through this year’s Awards categories and the accompanying entry criteria to help you decide which categories to enter and what information to include in your entry. All data requested is through June 2019.
- Complete the official online entry form
Submit the official entry form, by the entry deadline of 5pm EDT on Wednesday, August 28, 2019.
Entries close at the above time, so make sure you have submitted your online entry form in time.The Awards are FREE to enter, and you can submit as many entries as you wish across all categories. The shortlist will be announced in September 2019.
How to complete the online entry form
- Create an online profile to then access the entry form - you will use this to draft and submit your award entry(ies)
- Complete the online entry form - you can draft and save your submission, then return to edit it at a later date up until the entry deadline. PLEASE NOTE: All entry forms automatically save as drafts. You need to submit your entry form in order for it to be considered by the judges.
- Submit the online entry form – go to the ‘dashboard’ section of your online profile. Tick the box(es) next to your entry(ies) and click the Submit Selected button underneath.
- Make your final submission by the entry deadline - Wednesday, August 28, 2019.
If you have any questions regarding entering the Awards, please contact:
Beth Hall
b.hall@pageantmedia.com
646-931-9050
Download the Entry Kit
Click below to dowload the entry kit for this year's Institutional Asset Management Awards.
CATEGORIES
*please only respond on OCIO Assets
JUDGING METHODLOGY
The judging will be 2-stage. The first stage will use purely the quantitative elements to derive leader boards from the entries. These leader boards will inform and populate the shortlists for each category, who will go through to the second stage of judging where a panel of independent and impartial judges from Institutional Investors and Consultants will ensure firstly that the data is correct and will use their knowledge and the qualitative elements of the entry process to decide on the winners by category. All data requested is through June 2019.
Check out the judging methodology below to see how each category group will be marked.
Fund Performance Category Mix 1: Fixed Income, Equities, Hedge Funds & Other
Quantitative
1-year total net return of in USD (10%) ending June 2019
3-year annualised net return in USD (5%) ending June 2019
5-year annualised net return in USD (5%) ending June 2019
Standard deviation over 1-year total net returns (20%) ending June 2019
Standard deviation over 3-year annualised net returns (10%) ending June 2019
Standard deviation over 5-year annualised net returns (10%) ending June 2019
Net AUM growth in real terms over 12 month-period (AUM to be supplied in USD) (10%) ending June 2019
Net AUM Growth % terms over 12-month period (AUM to be supplied in USD) (10%) ending June 2019
Qualitative
Customer servicing (communication, provision of research, education etc) (5%)
Ownership and organisational structure (5%)
Style/strategy drift (5%)
ESG/Innovation (5%)
Fund Performance Category Mix 2: Private Equity, Real Estate, and Other
Quantitative
50% split based on the below
3-year IRR (15%) ending June 2019
5-year IRR (15%) ending June 2019
3-year TRR (5%) ending June 2019
5-year TRR (5%) ending June 2019
3-year DPI (5%) ending June 2019
5-year DPI (5%) ending June 2019
Qualitative
Customer servicing (communication, provision of research, education etc) (15%)
Investment Style (15%)
ESG/Innovation (20%)
Advisory/OCIO Categories
Quantitative
Number of US mandate wins (10%) ending June 2019
Total Asset Value of UD mandate wins (10%) ending June 2019
Business growth (10%) ending June 2019
Qualitative
Demonstrate how advice you have given in the past 12 months has made a significant impact on returns for at least 3 institutional clients. Use data and examples to prove the point. (40%). 30% will also be given to innovations, ESG thinking and implementation and customer servicing.
Investor categories
Purely Qualitative
These categories will be judged by a selection of independent consultants and asset managers and will look at criteria such as returns over 1/3 and 5 year periods and will be looking for evidence on how the fund has implemented one-year investment plans, how it has integrated ESG within the fund strategy and how the fund has interacted with both consultants and asset managers.
The judges are carefully selected for their wealth of experience and expertise, as well as their absence of conflicts of interest.
PLEASE NOTE: Judges do not adjudicate categories that any associated institution might have entered, and are obliged to declare potential conflicts of interest prior to assessments.
Judging disclaimer
The judging panel will be split into groups with judges assessing the quality of submissions based on their expertise in our various sections of services, asset management and diversity. Judges will not be allowed to be involved in any category that their firm has entered or where any other conflict exists.
JUDGING PANEL
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Biography
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EVENT INFO
The Institutional Asset Management Awards 2019 will take place in New York, on Wednesday, November 6, 2019.
Timings
6:30pm Welcome drinks reception
7:30pm Three course dinner & awards ceremony
9:45pm Post dinner drinks
11:00pm Event close
Venue Information
Metropolitan Club
1 E 60th St
New York
NY 10022
USA
Dress code
Formal attireMap and directions to venue
CONTACT US
Sponsorship & tables inquiries
Pierre Aghabala
P.Aghabala@pageantmedia.com
646-931-9048
General enquiries
Beth Hall
b.hall@pageantmedia.com
646-931-9050
FOLLOW US
#IAMAwards
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