PineBridge Wins Award for Fund Manager of the Year - Asia Pacific ex Japan Equities

Elizabeth Soon, Portfolio Manager, accepts the award on behalf of PineBridge Investments.

Elizabeth Soon, Portfolio Manager, accepts the award on behalf of PineBridge Investments.

PineBridge has been crowned Fund Manager of the Year 2019 – Asia Pacific ex Japan Equities category by Investment Week. The publication’s Fund Manager of the Year Awards celebrate the outstanding achievements of fund managers who are shaping the future of the investment industry.

Elizabeth Soon, portfolio manager and head of Asia ex Japan equities, collected the award, which recognized the PineBridge Asia ex Japan Small Cap Equity fund, at an awards ceremony in London.

“We are delighted to be recognised for the global collaboration that powers PineBridge and, most importantly, our ongoing efforts to provide the best possible outcomes for our clients” said Soon. “The award further acknowledges the tremendous opportunities in Asia ex Japan small caps – the unsung superheroes of the equities universe - which, compared with their larger counterparts, are often underappreciated’.

The judging process consisted of a rigorous qualitative and quantitative assessment1, with the shortlisted funds screened for their performance track record and relative risks management over a three-year period to 31 December 2018. Each category finalist was further assessed by a panel of leading fund selectors.

We congratulate all the finalists and winners. Visit Investment Week to read more about their accomplishments.

Third-party rankings and recognition from rating services or publications are no guarantee of future investment success. Working with a highly rated advisor does not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client’s evaluation. Generally, ratings, rankings, and recognition are based on information prepared and submitted by the advisor, and are part of a process in which not all advisors elect to participate. A more detailed disclosure of the criteria used in making these rankings is included herein.

1Methodology: Quantitative judging process - Performance screening criteria: A weighted score was given to each fund's percentile ranking within its sector over each of the three discrete years to 31 December 2018. There is a 20% weighting to the percentile ranking during the 12 months to 31 December 2016, 30% to 31 December 2017, and 40% to the period to 31 December 2018. In addition, a 10% weighting was given to the fund's Sortino ratio to give an indication of relative risk. The four separate figures were added together to give a single number, with the highest possible score being 100.

Any fund with assets of less than £50m as of 31 December 2018 were stripped out; where the manager has a record of less than three years on that portfolio; if the fund is aimed only at institutional or charities investors, or was not in the top half of its peer group over the 12 months to 31 December, 2018. The funds covered are UK authorised and FCA-recognised with distributor status.

Qualitative judging process: Shortlisted funds are then invited to respond to an online questionnaire which asks further questions about the fund, its performance and contributing factors. A panel of expert fund selectors will judge each category in their area of expertise, and to make recommendations of a first, second and third fund choice. This will included Heads of Research and Fund Analysts from over 60 companies including Allfunds Bank, Architas, Aviva Investors, Barclays Wealth and Investment Management, Brewin Dolphin, Brooks Macdonald, Coutts, Deutsche Bank Wealth Management, Fidelity International, Henderson Global Investors, Investec Wealth & Investment, Quilter Cheviot, Rathbones, RBC Wealth Management and Santander Asset Management.

All the funds shortlisted are UK authorized and FCA-recognized with distributor status. Source: Investment Week as of June 2019.