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Financial Standard

Macquarie wins Investment Manager of the Year three years in a row

Macquarie wins Investment Manager of the Year three years in a row

Macquarie Investment Management took out the top award at the annual Financial Standard Investment Leadership Awards in Sydney yesterday. This is the third year in a row the honour has gone to Macquarie.

The awards, presented by financial services trade publication Financial Standard, recognise Australian investment managers that have consistently produced solid returns while effectively managing investment risk. 

The awards span 21 categories across six major asset class sectors, with analysis conducted by Rainmaker Information.

Investment managers that are leading their industry with exceptional investment outcomes should be acknowledged because they will push their industry to get even better and reward their investors with higher investment outcomes,” said John Dyall, head of investment research at Rainmaker Information.

To reveal Australia’s best investment managers, Rainmaker analysed the investment performance of each strategy against their peers alongside a range of important risk measures.

As part of this rigorous assessment Rainmaker considered more than seven factors, including performance over multiple time periods, volatility, downside risk and performance ratios.

The winner of the 2021 Investment Manager of the Year was Macquarie Investment Management, beating finalists BlackRock Investment Management, Pendal Group, State Street Global Advisors and Vanguard.

Macquarie was also named finalists in 11 of the 21 categories and named winner of five Product of the Year Awards including: Australian Equities – Small Cap, Australian Equities – Index/Enhanced, Fixed Income - Aggregate bonds, Multi-Asset – Capital Stable and Multi-Asset Balanced.

The funds management industry in Australia continues to grow, with Rainmaker research forecasting total funds under management (FUM) to double and reach $6 trillion within 20 years. The demand for exchange traded products (ETPs), managed accounts and sustainable strategies underpin much of the growth. As at end March 2021, there were almost 1000 Australian and global fund managers competing in Australia for institutional and wholesale investments of which about 100 offer managed funds solutions direct to market.

The winners of the 2021 Financial Standard Investment Leadership Awards are:

DIVISION

CATEGORY

INVESTMENT MANAGER

PRODUCT

Australian Equities

Active Core

Greencape Capital

Greencape Broadcap Fund

High Performance

AllianceBernstein Australia

AB Managed Volatility Equities Fund

Index/Enhanced

Macquarie Investment Management

Macquarie Australian Pure Indexed Equities Fund

Income Focused

Plato Investment Management

Plato Australian Shares Income Fund

Small Cap

Macquarie Investment Management

Macquarie Australian Small Companies Fund

International Equities

Active Core

VanEck Australia

VanEck Vectors MSCI World ex Australia Quality ETF

High Performance

BNP Paribas Asset Management

BNP Paribas C WorldWide Global Equity Trust

Emerging Markets

Fidelity International

Fidelity Global Emerging Markets Fund

Index/Enhanced

Vanguard

Vanguard International Shares Select Exclusions Index Fund

Property

Australian Listed Property

Charter Hall Group

Charter Hall Maxim Property Securities Fund

International Listed Property

Bennelong Funds Management

Quay Global Real Estate Fund

Infrastructure

ClearBridge Investments

ClearBridge RARE Infrastructure Income Fund - Hedged

Fixed Income

Aggregate Bonds

Macquarie Investment Management

Macquarie Australian Fixed Interest Fund

Credit

Vanguard

Vanguard Australian Corporate Fixed Interest Index Fund

Multi-Asset

Capital Stable

Macquarie Investment Management

Macquarie Capital Stable Fund

Balanced

Macquarie Investment Management

Macquarie Balanced Growth Fund

Growth

IOOF Holdings

IOOF MultiMix Growth Trust

Flexible Asset Allocation

Atrium Investment Management

Atrium Evolution Series - Diversified Fund AEF 5

ESG

Australian Equities

Australian Ethical Investment

Australian Ethical Australian Shares Fund - Wholesale

International Equities

BetaShares

BetaShares Global Sustainability Leaders ETF

Investment Manager of the Year

 

Macquarie Investment Management

 

For all enquiries, please contact:

Julian Clarkstone
 Ph: +61 2 8234 7500
 E: 
julian.clarkstone@financialstandard.com.au 


 About Financial Standard:

Financial Standard is the publishing division of Rainmaker Group focused on providing trade news, investment analysis and education for superannuation trustees, financial planners, researchers, consultants, investment managers, and professional investors.

In an evolving and complex marketplace, Financial Standard is a uniquely open forum for the delivery and exchange of information and ideas.

www.financialstandard.com.au

 

About Rainmaker Information:

Rainmaker Information was founded in 1992 and has established a reputation as a leading financial services information company in Australia providing market intelligence, industry research and consulting services.

Rainmaker Information produces strategic, tactical, and analytical information about the financial services industry predominately for superannuation funds, investment managers and financial planners and individual consumers.

www.rainmaker.com.au 

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