Funds Europe Entry Criteria:
For firms with AuM at 31 March 2024 less than €20 billion:
Entries must demonstrate exceptional outcomes for the stated investment strategy across a smaller or more limited range of funds/strategies during the twelve-month period. Judges prefer this category to consist of boutiques and the AUM figures must be the global figure, not simply, for example, the EMEA AUM for a larger, global asset manager.
Entrants can provide key evidence, which includes AuM at the start/end of the twelve-month period, pattern of net inflows, number of funds and their performance figures, and a list of markets in which the firm is active. Further evidence of success may be given, such as product development and launches, and thought leadership or research.
Note, where ‘underperformance’ is seen, but is still comparatively better to a peer group, and where this has been in difficult market conditions, judges will also take this into account.
Perhaps you have excelled in risk management, or some other distinguishing feature (technology, product innovation) which makes you feel like a standout firm. Ultimately, as with all the awards, judges want to hear a good, positive story. They want to hear why you are proud about what you have achieved.
Criteria for every category available here.