Revealed: Winners of the Specialist Investment Awards 2020

Best specialist providers and products honoured

clock
Specialist Investment Awards 2020
2020 iw specialist investment awards main 580x358
2020 iw specialist boutique less than 1bn v2 580x358
2020 iw specialist boutique 1 5bn 580x358
2020 iw specialist multi asset group 580x358
2020 iw specialist equity group 580x358
2020 iw specialist fixed income group 580x358
2020 iw specialist etf provider 580x358
2020 iw specialist targeted fund range 580x358
2020 iw specialist small micro cap fund 580x358
2020 iw specialist renewable fund 580x358
2020 iw specialist tech fund 580x358
2020 iw specialist frontier market fund 580x358
2020 iw specialist healthcare fund 580x358
2020 iw specialist infrastructure fund 580x358
2020 iw specialist real assets fund 580x358
2020 iw specialist short duration fund 580x358
2020 iw specialist fixed income fund 580x358
2020 iw specialist high yield fund 580x358
2020 iw specialist tech etf 580x358
2020 iw specialist etf fund 580x358
2020 iw specialist investment awards main 580x358
2020 iw specialist boutique less than 1bn v2 580x358
2020 iw specialist boutique 1 5bn 580x358
2020 iw specialist multi asset group 580x358
2020 iw specialist equity group 580x358
2020 iw specialist fixed income group 580x358
2020 iw specialist etf provider 580x358
2020 iw specialist targeted fund range 580x358
2020 iw specialist small micro cap fund 580x358
2020 iw specialist renewable fund 580x358
2020 iw specialist tech fund 580x358
2020 iw specialist frontier market fund 580x358
2020 iw specialist healthcare fund 580x358
2020 iw specialist infrastructure fund 580x358
2020 iw specialist real assets fund 580x358
2020 iw specialist short duration fund 580x358
2020 iw specialist fixed income fund 580x358
2020 iw specialist high yield fund 580x358
2020 iw specialist tech etf 580x358
2020 iw specialist etf fund 580x358

Investment Week is pleased to announce the winners of the Specialist Investment Awards 2020, which celebrate specialist groups and funds across the industry.

Investment Week is pleased to announce the winners of the Specialist Investment Awards 2020, which celebrate specialist groups and funds across the industry. 

The awards recognise managers who are true specialists in their chosen field, while highlighting boutique and passive managers providing outstanding and unique propositions to clients. See all the winners in the gallery above.

Factors setting the winners apart include uniqueness of asset class and strategy, consistency of returns, strong management teams, local teams and resources, and providing affordable access for investors to a specialist area of the market.  

This year's entrants had to prove they were providing a particular missing link in a portfolio to maximise portfolio diversification. 

To this end, fund groups were invited to submit their entries to this year's awards, and filled in a detailed questionnaire drilling down into areas including fund/group performance, team processes and culture, product innovation, and how the strategies fit into client portfolios.  

The awards were judged using a combination of quantitative and qualitative criteria by a judging panel of leading fund selectors and researchers (see below).  

This year in particular, the judges gave ESG considerations a high weighting in their deliberations, as well as how strategies have weathered the market fallout from the Covid-19 pandemic in 2020.    

Click here for more information about this year's awards and click here for the full list of finalists.

Judging panel

Mohsin Bukhari, head of investments, Carrington

Francis Chua, fund manager, LGIM

James de Bunsen, portfolio manager - multi-asset, Janus Henderson

Ryan Hughes, head of active portfolios, AJ Bell

Mateusz Kedzierski, senior research analyst, Square Mile Investment Consulting and Research

Alena Kosava, director of equity and alternative research, Tilney Group

Darius McDermott, managing director, Chelsea Financial Services

Alex Moore, head of collectives research, Rathbone Brothers

Richard Philbin, CIO, Wellian Investment Solutions

Ian Rees, deputy head of multi-asset funds and head of research, Premier Miton Investors

Yuta Rubio, head of alternative and multi-asset strategies, Allfunds

Peter Sleep, senior portfolio manager, 7IM

Nathan Sweeney, senior investment manager, Architas

Louis Tambe, fund analyst, FE Investments

Ruli Viljoen, head of manager selection, Morningstar

More on Industry

More companies will be needed to maintain a sustainable space ecosystem
UK

Seraphim Space trust CEO: Space companies face 'wave of consolidation'

Climate change companies to succeed

clock 17 January 2022 • 2 min read
BlackRock CEO Larry Fink

BlackRock AUM exceeds $10trn as ETFs and active strategies attract record flows

$540bn of net inflows in 2021

clock 17 January 2022 • 1 min read
Interest in fixed income declines

Square Mile: Advisers increasingly seek inflation protection as interest in Artemis surges

Searches for Schroders declined in Q4

clock 14 January 2022 • 2 min read
Trustpilot