Which asset manager provided the best asset allocation recommendations and issued the most consistent investment report in the past 3 years? Who made the best recommendations in Fixed Income, Equity Region and Equity Sector? And who is the overall winner?
On Tuesday, 7 February, 2023 from 4:30 to 9:00 pm, Financial Investigator in partnership with Alpha Research hosted the 2023 Asset Allocation Awards ceremony for the best asset allocation reports from asset managers in the Asset Allocation, Fixed Income, Equities Regional, Equities Sector and Overall categories.
On behalf of Muzinich & Co, Gianpaolo Pellegrini, Managing Director Private Debt, presented on Privatising Corporate Credit.
Prior to the actual presentation of the awards, the Asset Allocation Debate took place, led by Eelco Ubbels, Founder and CEO of Alpha Research, and Ineke Valke, Senior Investment Strategist at Wealth Management Partners, with the following speakers:
- Jelte de Boer, Managing Director, Optimix Vermogensbeheer
- Rob Brand, Head of Portfolio Management, Blue Sky Group
- Judith Sanders, Sustainable Investment Strategist, ABN AMRO
- Kees van de Velde, Founder & Managing Partner, Capital HQ
A walking dinner followed the presentation of the awards.
Winners Asset Allocation Awards 2023
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BEST ASSET ALLOCATION REPORT
'OVERALL'
Northern Trust Asset Management
Investment Perspective
Wouter Sturkenboom (on the right) accepted the award. He poses here with Albert Goedhart with the 2 awards won by Northern Trust Asset Management.
- Exists for a minimum of 3 years
- Is published at least quarterly
- Has reported concrete asset allocation recommendations over the past 36 months for: Asset Allocation, Equities Regional and Fixed Income
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BEST ASSET ALLOCATION REPORT
'ASSET ALLOCATION'
Neuberger Berman
Asset Allocation Committee Outlook
Niall O’Sullivan received the award digitally via video. His colleague in the Netherlands Adriaan van Gerrevink poses with the award here.
- Exists for a minimum of 3 years
- Is published at least quarterly
- Has reported concrete asset allocation recommendations over the past 36 months for at least 4 out of 5 asset classes
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BEST ASSET ALLOCATION REPORT
'FIXED INCOME'
ACTIAM
Actiam Monthly
Mehdi Abdi accepted the award.
- Exists for a minimum of 3 years
- Is published at least quarterly
- Has reported concrete asset allocation recommendations over the past 36 months for at least 4 out of 5 asset classes
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BEST ASSET ALLOCATION REPORT
'EQUITIES REGIONAL'
Northern Trust Asset Management
Investment Perspective
Wouter Sturkenboom (on the right) accepted the award. He poses here with Albert Goedhart with the 2 awards won by Northern Trust Asset Management.
- Exists for a minimum of 3 years
- Is published at least quarterly
- Has reported concrete asset allocation recommendations over the past 36 months for at least 4 out of 5 asset classes
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BEST ASSET ALLOCATION REPORT
'EQUITIES SECTOR'
ING Investment Office
Maandbericht beleggen
Bob Homan received the award.
- Exists for a minimum of 3 years
- Is published at least quarterly
- Has reported concrete asset allocation recommendations over the past 36 months for at least 4 out of 5 asset classes
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