Investment Team of the Year

Investment Team of the Year applies to firms which specialise in managing investments. Entrants should demonstrate good risk adjusted performance. All entrants will need to submit quantitative data, in addition to a plain text entry of up to 1000 words. Please click here for the full details of quantitative data required. Entries should demonstrate how the team has achieved strong risk adjusted performance, attracts and retains clients through providing an excellent client-experience, strong client communications and showing clarity and transparency, particularly in relation to fee structures and risk.

Entries should focus on the past year only and include the following:

  1. Provide an overview of the team and its capabilities.
  2. Explain your core investment strategy over the past year and how this has contributed to portfolio positioning and returns.
  3. Provide an overview of why your investment practices are aligned to the complex requirements of a Trust and Estate Practitioner.

Quantitative Data 

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