Investment
Finalists unveiled for FS Investment Leadership Awards

It is competition time for Australia's top investment talent as the Financial Standard Investment Leadership Awards 2019 unveils its shortlist.

This year will see investment giants vie alongside small boutiques to take home 19 awards.

AMP Capital Investors, last year's winner BlackRock, Dimensional Fund Advisors, Macquarie Investment Management and Vanguard Investments are competing for the Investment Manager of the Year.

This year's winners will be announced on Wednesday, 13 February at the Ivy in Sydney.

How were the finalists decided?

Rainmaker Information head of investment research John Dyall said the awards are aimed at recognising the managers who take a holistic approach to manage client assets -- looking at six-year performance and five different risk factors.

The purpose is to give clients who may not have the database and skillset to vet out the best investment managers in the industry.

"Our issue was how to incorporate the spoken and unspoken needs of clients through a sensible quant approach," Dyall said explaining the methodology.

"The methodology we devised compares headline performance over the most recent three years and the three years before that. We then weight factors such as absolute volatility, downside volatility and performance ratios such as the Sharpe ratio, Sortino ratio and the Omega ratio," he said.

"In some categories where there is a clear and appropriate benchmark we incorporate a beta-adjusted alpha measure as well. We don't want strategies being rewarded purely on their beta being high or low when markets rise or fall."

FS Investment Leadership Awards 2019: Who made the shortlist

INVESTMENT MANAGER OF THE YEAR

  • AMP Capital Investors Limited
  • BlackRock Investment Management (Australia) Limited
  • Dimensional Fund Advisors
  • Macquarie Investment Management Australia Limited
  • Vanguard Investments Australia Limited
AUSTRALIAN EQUITIES - ACTIVE CORE
  • Alphinity Concentrated Australian Share Fund
  • Fidelity Australian Opportunities Fund
  • Greencape Broadcap Fund
  • Greencape High Conviction Fund
  • Legg Mason Martin Currie Equity Income Fund
  • Wavestone Australian Share Fund
AUSTRALIAN EQUITIES - HIGH PERFORMANCE
  • Aberdeen Standard Ex-20 Australian Equities Fund
  • Allan Gray Australia Equity Fund
  • Aust Unity Platypus Systematic Growth Fund
  • Bennelong Concentrated Aust Equities
  • Bennelong ex-20 Australian Equities Fund
  • Grant Samuel Tribeca Alpha Plus Fund
AUSTRALIAN EQUITIES - INDEX
  • iShares WS Australian Equity Index Fund
  • SPDR S&P/ASX 200
  • Vanguard Australian Shares Index ETF
AUSTRALIAN EQUITIES - SMALL CAP
  • Aberdeen Standard Australian Small Comp Fund
  • Eley Griffiths Group Small Companies Fund
  • Macquarie Australian Small Comp Fund
  • Pengana Emerging Companies Fund
  • SGH Emerging Companies Fund
  • UBS Australian Small Companies Fund
ESG
  • Alphinity Sustainable Share Fund
  • Australian Ethical Australian Shares
  • Australian Ethical Diversified Shares
  • Candriam Sustainable Global Equity Fund
  • Responsible Investment Leaders Bal
  • UBS IQ MSCI USA Ethical ETF
FIXED INCOME - AGGREGATE BONDS
  • iShares Global Bond Index Fund
  • Perpetual Diversified Income Fund
  • PIMCO Diversified Fixed Interest Fund
  • PIMCO Global Bond Fund
  • Vanguard International Fixed Interest Index
  • Yarra Income Plus Fund
FIXED INCOME - HIGH YIELD BONDS
  • Bentham Global Income Fund
  • Bentham High Yield Fund
  • Bentham Syndicated Loan Fund
  • INVESCO Senior Secured Income Fund
  • Loomis Sayles Credit Opportunities Fund
  • Loomis Sayles Senior Float Rate Loan
INFRASTRUCTURE
  • Lazard Global Listed Infrastructure Fund
  • Magellan Infrastructure Fund
  • Maple-Brown Abbott Global Listed Infrastructure Fund
INTERNATIONAL EQUITIES - ACTIVE CORE
  • Capital Group Global Equity Fund
  • Fidelity Global Equities Fund
  • Nikko AM Global Share Fund
  • QIC International Equities Fund
  • State Street Global Equity Fund
  • Walter Scott Global Equity Fund
INTERNATIONAL EQUITIES - EMERGING MARKETS
  • Arrowstreet Emerging Markets Fund
  • Fidelity Global Emerging Markets Fund
  • MFS Emerging Markets Equity Fund
  • Schroder Global Emerging Markets Fund
  • Vanguard EM Index Fund
  • Walter Scott Emerging Markets Fund
INTERNATIONAL EQUITIES - HIGH PERFORMANCE
  • Antipodes Global Fund
  • Antipodes Global Fund - Long Only
  • IFP Global Franchise Fund
  • Orbis Global Equity Fund
  • Platinum International Brands Fund
  • Platinum International Fund
INTERNATIONAL EQUITIES - INDEX
  • BlackRock Fission Indexed Int Equity
  • iShares International Equity Index Fund
  • Macquarie International Equities Fund
MULTI-ASSET - BALANCED
  • Ausbil Balanced Fund
  • BlackRock WS Scientific Div Growth
  • Dimensional World Allocation 70/30 Trust
  • Macquarie Balanced Growth Fund
  • Responsible Investment Leaders Bal
  • Vanguard Balanced Index Fund
MULTI-ASSET - CAPITAL STABLE
  • Allan Gray Australia Stable Fund
  • AMS Moderately Conservative Fund
  • BlackRock Scientific Div Stable
  • BlackRock Scientific Diversified Stable
  • Perpetual Conservative Growth Fund
  • Vanguard Conservative Index Fund
MULTI-ASSET - GROWTH
  • INVESCO Diversified Growth Fund
  • Vanguard Growth Index Fund
  • Vanguard High Growth Index Fund
PROPERTY
  • Antares Listed Property Fund
  • Australian Unity A-REIT Fund
  • Charter Hall Maxim Property Securities Fund
  • Ironbark Paladin Property Securities Fund
  • UBS Property Securities Fund
  • Zurich Australian Property Securities
REAL RETURNS
  • Aberdeen Standard Multi-Asset Real Return Fund
  • Perpetual Diversified Real Return Fund - Class W
  • PIMCO Global RealReturn Fund
SMART BETA
  • AB Managed Volatility Equities
  • Dimensional Australian Small Company
  • Dimensional Global Core Equity Trust
  • Dimensional Global Large Company Trust
  • Dimensional Global Small Company Trust
  • VanEck Vectors Australian Equal Weight
See last year's winner's here.

Read more: BlackrockDimensional Fund AdvisorsFinancial Standard Investment LeadershipMacquarie Investment ManagementVanguard InvestmentsJohn DyallOmegaRainmaker Information
Link to something vEU5MbFY