Qualitative Entry Form
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European FoHF Awards 2014 ~ Qualitative Entry Form
► INSTRUCTIONS 1) Please complete a separate Qualitative Entry form for each category you wish to enter 2) This entry form is for qualitative categories – section D only. To entry the quantitative categories please use the excel entry form which you can download at www.hedgefundsreviewawards.com/fohf 3) Include with your entry any supporting documents such as fund factsheets and DDQs 4) Return all completed entry forms to [email protected] before 17:00 on Friday 26th September 2014
► CATEGORIES
Please indicate which category you are entering. You can only enter one category per entry form.
SECTION D: Qualitative Awards “YES” Section: 1. Most innovative FoHF 1 2. Best new FoHF 1 3. Best investor relations team 2 4. Best HNWI/private client FoHF provider 3 5. Best institutional FoHF provider 3 6. Best bespoke FoHF provider 3 7. Best advisory team 3 8. Best overall group 3 9. Lifetime achievement award (awarded to an individual) 4 10. Outstanding contribution to the FoHF industry (awarded to an individual) 4
Basic Information to be completed by all regardless of category entered Company name
Primary European office address
Contact name
Job title
Telephone
Firm AUM at June 30, 2014 (US$)
Firm AUM at peak (state date)
Why do you deserve to win the category you have entered?
For help or assistance please contact Ben Cronin on +44 (0)20 7316 9751 or [email protected] European FoHF Awards 2014 ~ Qualitative Entry Form
Section 1 for innovation and new categories FoHF product/name
Launch/inception date
(Best new FoHF is only open to funds launched on or after 1st January 2014)
Product AUM at June 30, 2014 (US$)
(There is no minimum AUM in these categories)
What are the USPs / most innovative features of your product?
Performance Please complete the “Performance tab” on the Quantitative Entry Form excel spreadsheet and include with your email entry. You do not need to complete the rest of the excel spreadsheet.
Section 2 for best investor relations team Describe your investors (by type)
What reporting or customer services systems do you use?
Describe the structure of your team. How many clients is each team member responsible for?
How do you communicate bad news to investors?
Explain the various methods of communication and engagement you offer investors, including frequency. Please provide samples where possible as attachments.
Section 3 for best provider categories Describe your investors (by type)
For help or assistance please contact Ben Cronin on +44 (0)20 7316 9751 or [email protected] European FoHF Awards 2014 ~ Qualitative Entry Form
Why are your products suitable for these clients?
Provide a brief timeline of the firms history including notable milestones
Describe the firms breadth of strategies, funds and products offered to investors
Give details of the skill and experience of your team
Explain how the team is organised
Describe the risk management processes and operational risk controls
Provide details of your service providers, including prime brokers, custodians, administrators, auditors and legal advisors
Section 4 for awards for individuals Individuals name
Individuals CV This can be attached as a separate file
Please return all completed entry forms to [email protected] by 17:00 on Friday 26th September 2014
All shortlist firms are expected to support and attend the gala dinner in London on Thursday 20th November 2014
For help or assistance please contact Ben Cronin on +44 (0)20 7316 9751 or [email protected]