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Rewarding Excellence in Business 12 20 01 cover - senf:Layout 1 10/12/12 09:33 Page 1 rewarding excellence in business 12 20 IN ASSOCIATION WITH Project2:Layout 1 10/12/12 16:17 Page 1 03 Editorial - jssgmnf:Layout 1 10/12/12 09:36 Page 3 FUNDS EUROPE AWARDS 2012 A night of thought leadership rewarding excellence in business Snow, an unwelcome attendee at our last event, failed to show this year and the eighth industry awards hosted by Funds Europe took place without logistical snags. We received a record amount of entries. It seems the number of entry forms only grows as each year the business environment gets tougher. Entrants demonstrated that despite the continued hard times faced by the funds industry, they can 12 produce business excellence whatever the weather. 20 Funds Europe hosted 150 people at the Tower of London and there were a total of 18 awards, plus one Special Award. The latter went to Mark Tennant of JP Morgan. Attendees of Fund Forum International will have seen Mark interviewing various industry luminaries, though his influence and engagement go beyond that conference. Mark’s thought- leadership role in the asset management industry is recognised by his peers in their awarding him with this honour. Coincidentally, this year we also gave our first award for industry Thought Leadership. It went to SAM, an innovative asset manager and pioneer in creating sustainable indices. Unfortunately, a key winner – Edouard Carmignac, the founder and chief investment officer of Carmignac Gestion who won Personality of theYear – could not make it, though he sent a video acceptance speech. He was in Brazil on the November evening our awards took place – a reminder, perhaps, of the direction the economic winds are blowing. We’d like to thank our judges and all who attended. A special mention must go to our presenters who helped us streamline the ceremony and provided us with much humour. As Mark Tennant said, the industry had functioned well for 40 years until the financial crisis hit. He assured our guests they were at the beginning of another successful 40 years. Let’s take that thought into 2013. Nick Fitzpatrick Editor FUNDS EUROPE I fundseurope EDITOR Nick Fitzpatrick Tel: +44 (0)203 178 5875 [email protected] DEPUTY EDITOR Stefanie Eschenbacher I Tel: +44 (0)203 178 5876 [email protected] SENIOR STAFF WRITER George Mitton Tel: +44 (0)203 178 Published by Funds Europe Limited I I 288 Bishopsgate 5879 [email protected] EDITORIAL DIRECTOR Fiona Rintoul [email protected] TECHNOLOGY I London EC2M 4QP & OPERATIONS EDITOR Nicholas Pratt [email protected] SUB-EDITOR Joanne Shepherd Smith I I Tel: +44 (0)203 178 5872 ART DIRECTOR Lucy Erikson PUBLISHER Alan Chalmers Tel: +44 (0)203 178 5877 [email protected] I I Fax: +44 (0)203 178 4002 GROUP SALES MANAGER David Wright Tel: +44 (0)203 178 5878 [email protected] OFFICE MANAGER Iain © Funds Europe Limited, 2012 I MacArthur Tel: +44 (0)203 178 5874 [email protected] WEB MANAGER Steve Dimitrov Tel: +44 (0)203 178 5873 [email protected] EDITORIAL ADVISORY BOARD I I Total average net circulation 10,245 Penelope Biggs Northern Trust, London Dominique Carrel-Billiard AXA Investment Managers, Paris Nadine Chakar BNY I I I Audit period 1st July 2011 - 30th June 2012 Mellon, New York Jean-Baptiste de Franssu Incipit, Brussels Peter Elam Håkansson East Capital, Stockholm Robert Parker I Credit Suisse, London Todd Ruppert RTR International, London & Baltimore ISSN 1477-4453 Printed by Buxton Press SUBSCRIPTION I I The views expressed in Funds Europe do not necessarily coincide with Subscription enquiries: [email protected] Delivery in Europe: €385 Delivery outside Europe: €495 the views of the publishers. Although the publishers have made every effort to ensure the accuracy of the information contained in this publication, neither Funds Europe Limited nor any contributing author can accept any legal responsibility whatsoever for any consequences that may arise from errors or omissions contained in the publication or from acting on any advice given. In particular, this publication is not a substitute for professional advice on a specific transaction. 3 04 -05 Judges-faces - jssgm:Layout 1 10/12/12 09:40 Page 4 FUNDS EUROPE AWARDS 2012 Judges Sponsors I I I CHARLIE PORTER STEVE BUTLER RBC Investor Services formerly Thames River/F&C Camaradata Analytical Services RBC Investor Services is a premier provider of investor services to asset managers, I I CLARE VINCENT-SILK SHEENAGH GORDON-HART financial institutions and other institutional Investit JP Morgan WSS investors worldwide. Its unique approach to domestic and cross-border solutions, I I DAVE REYNOLDS TODD RUPPERT combined with award-winning client service Investit RTR International and the expertise of 5,500 professionals in 15 markets, helps its clients achieve I DAVID RENN Also judging the awards from their ambitions. CitiSoft Funds Europe magazine were: RBC Investor Services ranks among the world's top ten global custodians with I I DEAN LUMER ALAN CHALMERS $2.9 trillion (€3.6 trillion) in client assets Knadel Publisher under administration and is a wholly-owned subsidiary of Royal Bank of Canada, one of I I ED MOISSON NICK FITZPATRICK the largest and most financially sound banks Lipper Editor in the world. I I HENDRIK DU TOIT STEFANIE ESCHENBACHER I Investec Asset Management Deputy editor Multifonds Multifonds is the award winning multi- I I HUGH MOIR GEORGE MITTON jurisdictional, multi-asset-class investment F&C Investments Senior staff writer fund platform providing portfolio accounting, fund accounting, investor I I JAMES WRIGHT NICHOLAS PRATT servicing and transfer agency on a single JP Morgan Operations & technology fully integrated platform. editor Founded in 1995, Multifonds serves most of I KEITH HALE the world’s leading global custodians, third- Multifonds The Funds Europe editorial board party administrators and asset managers and today processes more than $3 trillion in I I KEITH WAUDBY PENELOPE BIGGS assets across more than 30 jurisdictions. Hermes Fund Managers Northern Trust, London I I I LUKE RANSLEY DOMINIQUE CARREL- JP MorganWorldwide Securities Services Friends’ Life Investments BILLIARD JP Morgan Worldwide Securities Services is AXA Investment Managers,Paris a premier securities servicing provider I MARTIN GILBERT that helps institutional investors, alternative I Aberdeen Asset Management NADINE CHAKAR asset managers, broker dealers and equity BNY Mellon, New York issuers optimise efficiency, mitigate risk and I NICK BAKER enhance revenue. I Alpha FMC JEAN-BAPTISTE DE With $18.2 trillion in assets under custody FRANSSU and $7.3 trillion in assets under I NICK EMMINS Incipit, Brussels administration, JP Morgan Worldwide RBC Investor Services Securities Services leverages the firm’s I PETER ELAM HÅKANSSON global scale, leading technology and deep I PAUL SQUIRES East Capital, Stockholm industry expertise to service investments AXA Investment Managers around the world. I ROBERT PARKER I RODNEY WILLIAMS Credit Suisse, London Mackay Williams I TODD RUPPERT I STUART CATT RTR International, London & Mercer Sentinel Baltimore 4 04 -05 Judges-faces - jssgm:Layout 1 10/12/12 09:42 Page 5 A Towering room of talent Funds Europe hosted 150 people at the Tower of London at the end of November and awarded 18 awards, plus one Special Award and one Special Commendation. The Funds Europe team and a group of independent judges – many of whom had contributed in previous years – had once again spent months going through entries, trying to pick a winner. This year saw a record number of submissions. SPECIAL AWARD EUROPEAN PERSONALITY OF THE In the end, an evening with the AWARD WINNER: Mark Tennant, JP Morgan YEAR crème de la crème of Europe’s Worldwide Securities Services AWARD WINNER: Edouard Carmignac asset management industry made ACCEPTED BY: Ann Doherty ACCEPTED BY: Matthew Wright their efforts worth it. PRESENTED BY: Charlie Porter PRESENTED BY: Charlie Porter 5 06-07 Present pix - jssgmnf:Layout 1 10/12/12 09:49 Page 6 FUNDS EUROPE AWARDS 2012 EUROPEAN CIO OF THE YEAR EUROPEAN ASSET MANAGEMENT EUROPEAN ASSET MANAGEMENT AWARD WINNER: Anne Richards, Aberdeen COMPANY OF THE YEAR (> €20BN) COMPANY OF THE YEAR (< €20BN) Asset Management AWARD WINNER: Aberdeen Asset Management AWARD WINNER: Edmond de Rothschild ACCEPTED BY: Sam Walker ACCEPTED BY: Piers Currie ACCEPTED BY: Lionel Errera PRESENTED BY: Ann Doherty PRESENTED BY: Charlie Porter PRESENTED BY: Nick Fitzpatrick EUROPEAN SPECIALIST INVESTMENT EUROPEAN HEDGE FUND FIRM OF EUROPEAN ETF FIRM OF THE YEAR FIRM OF THE YEAR THE YEAR AWARD WINNER: iShares AWARD WINNER: BlueBay Asset Management AWARD WINNER: Aquila Capital ACCEPTED BY: Helga Mepham ACCEPTED BY: Craig Castle ACCEPTED BY: Stuart MacDonald PRESENTED BY: Diana Mackay PRESENTED BY: Keith Hale PRESENTED BY: Robin Creswell EUROPEAN THOUGHT LEADERSHIP EUROPEAN THOUGHT LEADERSHIP EUROPEAN MARKETING CAMPAIGN OF THE YEAR OF THE YEAR SPECIAL COMMENDATION OF THE YEAR AWARD WINNER: SAM AWARD WINNER: Edhec AWARD WINNER: M&G ACCEPTED BY: Daniel Wild ACCEPTED BY: Nikolaos Tessaromatis/Fahd Rachidy ACCEPTED BY: Jacqui Haskins PRESENTED BY: Piers Currie PRESENTED BY: Piers Currie PRESENTED BY: Mark Brandis 6 Winter 2012 06-07 Present pix - jssgmnf:Layout 1 10/12/12 09:52 Page 7 EUROPEAN ADVISOR OF THE YEAR EUROPEAN CUSTODIAN OF THEYEAR EUROPEAN ADMINISTRATOR OF THE AWARD WINNER: Investit AWARD WINNER: BNP Paribas Securities YEAR ACCEPTED
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