Our honorable Jurors for 2021

Adeline Tan FIA

Wealth Business Leader, Hong Kong, Mercer

Adrian Chan

Associate Director, Investments, RS Group

Agnes Tai

Director, Great Glory Investment Corporation

Alan Chan

Head of Investment, OCBC Wing Hang

Alexandra Tracy

President Hoi Ping Ventures

Alvin Ma

Managing Director & Partner, Axiom Investment Management Limited

Alvin Poh, CFA, CAIA, CFTe

General Manager, Single Family Office

Andrea Webster

Managing Director, Chartwell Capital

Anthony Cheung

Honorary Treasurer and Board Governor Friends of the Earth (Hong Kong)

Arjan De Boer

Head of Markets and Investment Solutions, Asia, Indosuez Wealth Management

Arun R. Kelshiker, CFA, CAIA

Senior Investment Professional

Belinda Hsieh

Executive Director, Head of Treasures Investment Product & Advisory, CBG & Wealth Management, DBS Bank (Hong Kong) Limited

Belle Liang

Head of Investment Advisory and Executive Director of Hang Seng Investment Services, Hang Seng Bank Limited

Bryan Goh

CEO /CIO, Tsao Family Office Pte. Ltd

Catherine Chen

Founder and CEO AvantFaire Investment Management

Chiong Kong Chan

Investment Director, Tsao Family Office

Chris Ryan

Chairman & CEO, First Harbour Capital Partners Ltd

Dr. Christophe Faugère

Kedge Business School, Bordeaux France

Clement Lai

Senior Investment Advisor of the Investment Advisory Department, Hang Seng Bank Limited

Colin Low

Head of Investment Research, Wealth Management Alliance

Elsa Pau

CEO, WealthAsia Group

Gilbert Heng

Head of Product Due Diligence & Governance, CBG & Wealth Management, DBS Bank (Hong Kong)

Greg Hargrave

Janet Li, CFA

Partner, Asia Head Business Leader, Mercer

Jaye Chiu

Head of Investment Products & Advisory, Bank of East Asia

Jessica Broomhall

Associate Director, Climate & Sustainability PricewaterhouseCoopers

Joanne Murphy, CAIA

Managing Director, Asia Pacific, CAIA Association

Jonathan Wan

Deputy Head of Retail Banking, ICBC (Asia) Limited

Katy Yung

Managing Partner Sustainable Finance Initiative

Larry Cao, CFA

Senior Director of Industry Research, CFA Institute

Leo Lee

Chief Investment Officer, Grace Harmony (Hong Kong) Limited

Leonie Kelly

Director, Head of Sustainable Investment Consulting, Hong Kong Ogier Global's Sustainable Investment

Loretta Ng

Associate Director, Climate & Sustainability PricewaterhouseCoopers

Mah Ching Cheng, CFA

Fund Advisory | Vice President Investment Products and Solutions, UOB Private Bank

Mahesh Harilela

Chairman and CEO M. Harilela Global Investments

Maria Tsui

Partner, Asset and Wealth Management Practice PricewaterhouseCoopers

Marie-Anne Kong

Partner, Asset Management Industry Leader, PricewaterhouseCoopers

Martin W. Hennecke, St. James Place

ceoAsia Investment Director St. James's Place Wealth Management

Michael Au

ceoManaging Director District Capital

Nicholas Leung

Senior Vice President – Section Head, Investment Products & Advisory, Bank of East Asia

Nick Pollard

Managing Director, Asia Pacific, CFA Institute

Paul Smith, CFA

Independent corporate director

Paula DiPerna

Special Advisor Carbon Disclosure Project (CDP), North America

Peter Ryan-Kane CFA

Founder, PeRK Advisory

Philip Niem

Chief Investment Officer Axiom Investment Management Limited

Ronald W. Chan 

Founder & CIO Chartwell Capital

Simon Liu

Senior Investment Manager, St. James’s Place Wealth Management Group

Stephan Repkow

CEO and Founder, Wealth Management Alliance

Stephanie Choi

Sustainable & Impact Investing Strategist, Chief Investment Office UBS Global Wealth Management

Wong Meng Keet

Head of Managed Product Solutions UOB Private Bank

Wyman Leung

Chief Investment Officer, AMG Financial Group Ltd

Yuni Choi

Associate Director of Investment RS Group
Organizer
Official Research Platform
Education Partner
Education Partner
Supporting Partner
Data Partner
Co-Organizer
Sustainability Data Partner
Social Media Partner

The Gatekeeper Forum

The Gatekeeper Forum is a sub-set of the judging process with four to six jurors holding a two-way conversation with the manager of a contesting strategy. The forum allows the contestants’ CIO or Portfolio Manager to showcase how they're running a profitable strategy and respond to technical questions raised by the gatekeepers.

The Forum is a highly curated platform that connects both the buy and sell-side of funds and empowers gatekeepers from Private Banks, Institutions, Foundations, Single and Multi-Family Offices to look under the hood before they invest. Another purpose of The Gatekeepers' Forum is to promote investment clarity and transparency. The interaction between senior fund house representatives and our jurors can reveal the underlying idea generation and philosophy of the contesting strategies from multiple perspectives, particularly from a qualitative and ESG perspective. Participants who are present at the forum receive Level III scoring points. Each juror has up to 10 points to allocate to each participant. Only invited jurors can select the sessions they are interested in. The forum was held virtually last year, with managers and jurors joining all over the world.

Key Dates

Submission Activities:Key Dates:
Entry Opens:July 26, 2021
Close of Entry:August 27, 2021
Submission Deadline:October 11, 2021
The Gatekeeper Forum:November 2-4, 2021
Judging Period:October and November 2021
Results Announcement:3rd week of November 2021
Media Outreach:Early January 2022
Gala Dinner: (subject to local social distancing restrictions)Early January 2022
Social Media CampaignFebruary and March 2022
PROCESS

Enter in 3 Simple Steps:

irst, decide on which investment strategies you would like to put forward. It could be something you take considerable pride in or an offering you want a candid assessment on by gatekeepers, fund selectors, and asset owners. You might consider registering these strategies for one or multiple jurisdictions: Hong Kong, Taiwan, and Singapore.

Second, click the “Enter Now” button and select the appropriate categories (investment strategies) and the jurisdiction/s you’re competing in – Hong Kong, Taiwan, Singapore, or a combination of these.

After confirming your registration, you will receive a link to the online submission portal to answer the Benchmark questionnaire and submit attachments to substantiate your responses. The questionnaire is structured according to 5 pillars which the judging panel and we consider to be key indicators of high-quality asset management:

        1. Investment approach;
        2. Portfolio Management;
        3. Performance & Risk;
        4. Stewardship;
        5. Corporate Quality.

Fees

ENTRY OPTIONS FEES
BEST VALUE -
Special BlueOnion Membership Offer:
1. Unlimited House Awards Entries
2. Full Access to the BlueOnion Fund Hub platform containing Sustainability and Quantitative data to over 180,000 funds for one full year
3. Unlimited download of a Sustainability Report for the funds entered into the competition for one full year
4. Attending the Gatekeeper Forum

• Flat Fee for House Awards Categories: USD 3,500 per Region
• Non-House Awards Categories: USD 980 per Category/per Region
Non-BlueOnion Members:
• Attending the Gatekeeper Forum
• USD 980 per Category per Region

The Benchmark Sustainable Wealth Forum is a knowledge exchange where industry leaders and winners of the Benchmark awards are featured. The Forum covers the financial eco-system and discovers the inside out of the providers’ practices that lead to a more sustainable industry through responsible and ethical investing in protecting the investors across multiple generations. The inaugural series covers the Winners at the Benchmark Wealth Management Awards and the Benchmark Fund of the Year Awards 2020. The topics covered in the Asset Management Series include Investment Propositions, Sustainability, and ESG approaches, Investor Protection, and Global Opportunities and Risks.

Between March and May of this year, we have helped seven winning companies gain over 200,000 impressions per interview on LinkedIn and Facebook with an average engagement rate of 3.16% compared to the market average of 2%.