After more than 30 years of existence, Money Management has decided to change the methodology which stands behind its annual Fund Manager of the Year Awards – moving to the use of multiple ratings houses and industry partners as part of an evolution to a whole-of-market approach.
Reflecting the quantitative ratings capabilities of Money Management’s owner – FE fundinfo – the awards will be based on a three-stage methodology entailing combining FE fundinfo’s quantitative fund data with the qualitative expertise of our highly respected award partners, Lonsec, Mercer, SQM Research and industry partner, IOOF.
Over the more than 30 years of Money Management’s Fund Manager of the Year Awards there have been a range of research partners, with the longest being with Lonsec. For that reason, Money Management is delighted that the relationship will continue within the new methodology.
The objective of Money Management’s new approach to Fund Manager of the Year is to evolve the tradition of awards based on a single ratings house to deliver a whole of market approach drawing on the individual expertise and knowledge of the research and ratings houses involved, and with the outcome moderated by an independent third party.
Where any of the research and ratings houses or industry partners have their own investment products in market, they will be excluded from judging in the segment within which they are seen to be compromised.
The initial short-list of funds derived from the new methodology can be found here.