Investment, Asset & Wealth Management Award

Evaluation

100% automatic, from the data and evidence you submit

Minimum score to win

70 / 100

Measurement period

Three years to 31 December 2025 for investment performance measures; financial year 2025 for the others

Who can apply

• An asset, wealth or fund manager licensed by the capital market authority or competent regulator
• A documented performance record of at least three years
• Audited financial statements for the measurement period with an unqualified opinion from an independent external auditor
• No material regulatory or judicial sanction against the entity during the measurement period

Indicators and weights

1. Benchmark outperformance

   AUM-weighted share of funds and mandates whose net-of-fee return beat their benchmark over three years; every fund and discretionary mandate with a three-year record is included without selection, and the benchmark is the one in the prospectus or mandate at the start of the period (later changes are not accepted)

   25%
   Show points and evidenceHide

   Points

   • 70 – < 100 % 100
   • 55 – < 70 % 80
   • 40 – < 55 % 50
   • 0 – < 40 % 20

   Evidence

   Fund performance reports certified by the custodian or auditor, with the benchmarks

2. Information ratio

   AUM-weighted three-year information ratio (excess return divided by tracking error)

   15%
   Show points and evidenceHide

   Points

   • ≥ 0.5 ratio 100
   • 0.25 – < 0.5 ratio 70
   • 0 – < 0.25 ratio 40
   • -5 – < 0 ratio 10

   Evidence

   Calculation certified by risk management or an independent data provider

3. GIPS compliance

   Status of compliance with the Global Investment Performance Standards (GIPS) at year end

   15%
   Show points and evidenceHide

   Points

   • Compliant and independently verified100
   • Claims compliance without independent verification60
   • Not compliant0

   Evidence

   Independent verification report or the published compliance statement

4. Net new money

   Net subscriptions minus redemptions during the year as a percentage of opening assets under management

   15%
   Show points and evidenceHide

   Points

   • ≥ 15 % 100
   • 5 – < 15 % 70
   • 0 – < 5 % 40
   • -100 – < 0 % 10

   Evidence

   AUM and flows report certified by the auditor or custodian

5. Client retention

   Share of assets of clients existing at the start of the year that remained with the manager at year end

   10%
   Show points and evidenceHide

   Points

   • 95 – < 100 % 100
   • 90 – < 95 % 80
   • 85 – < 90 % 50
   • 0 – < 85 % 20

   Evidence

   Clients and assets report from the portfolio management system

6. Responsible investment

   Level of application of a responsible investment policy or Sharia screening to assets under management

   10%
   Show points and evidenceHide

   Points

   • PRI signatory with a published report, or a documented policy applied to over 75% of assets100
   • Documented policy applied to 50–75% of assets60
   • No policy applied to half of assets0

   Evidence

   Approved policy and application report or the PRI report

7. Investment limit breaches

   Number of active breaches of regulatory or contractual investment limits during the year as recorded by compliance

   10%
   Show points and evidenceHide

   Points

   • ≥ 6 count 0
   • 3 – < 6 count 30
   • 1 – < 3 count 60
   • 0 – < 1 count 100

   Evidence

   Compliance breach register with a statement signed by the head of compliance

Each indicator gives 0 to 100 points; its share of the total is its weight. Ties are decided by the indicators listed first in the scorecard; payment or package never affects the score.

1. Done

   Nominations open

   26 October 2026 · 13:10

2. Upcoming

   Nominations close

   27 November 2026 · 01:10

3. Upcoming

   Judging starts

   27 November 2026 · 01:11

4. Upcoming

   Judging ends

   4 December 2026 · 13:00

5. Upcoming

   Results announced

   4 December 2026 · 13:10

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