WHO ARE THESE AWARDS FOR?

The portfolio institutional awards recognise excellence in institutional investors.

The industry achivement award however is open to the investment industry as a whole – it recognises outstanding achievement across the institutional investment community. We invite everyone in this community to enter for this special accolade.

Product/service providers may participate in the awards as sponsors. For more information please contact Sidra Sammi s.sammi@portfolio-verlag.com, 020 7822 8522.

HOW CAN I/WE GET INVOLVED IN THESE AWARDS?

• If you are an investor you may submit your company/institution. This can be done by filling out a submission questionnaire available on the website. All nominees completing and submitting questionnaires by the given deadline will be assessed by the jury representing the equivalent category.

• If you are a product/service provider you may participate as a sponsor. Sponsorship is available for each category, limited to one sponsor per category. For more information please contact Sidra Sammi s.sammi@portfolio-verlag.com, 020 7822 8522.

• If you are a consultant or academic and are interested in taking part as a judge for 2017 please contact Sana Sammi sana.sammi@portfolio-verlag.com, 020 7822 8522.

HOW ARE THESE AWARDS DIFFERENT TO OTHERS IN THE INDUSTRY?

We want to make our awards count. For you, for us and for the industry we are working in. That’s why we only hand out a small number of awards for local UK institutional investors, in selective categories, judged by a large jury body.

HAS PORTFOLIO INSTITUTIONAL PRODUCED THESE AWARDS BEFORE?

Yes. The UK awards are in their 6th year in 2017. Information on past winners and a picture gallery can be found on this site. In addition, the awards for our sister publication, portfolio institutionell, for insitutional investors in Germany, are in their 11th highly successful year, and for which there is a waiting list for sponsorship. http://www.portfolio-institutionell-awards.de/. Based on the same principles for the selection process, the portfolio institutionell Awards are established as the unmissable main event for German institutional investors.

I AM A FIDUCIARY MANAGER – CAN I ENTER FOR AN AWARD?

You may enter the competition on behalf of a specific scheme. It will be the scheme who is entered and not the manager.

I AM AN INVESTOR BUT MY COMPANY/INSTITUTION HAS ITS OWN ASSET MANAGEMENT GROUP – CAN WE ENTER?

Your company/institution may only participate if 2/3 of all your AUM is provided by the mother company and third party AUM makes up no more than 1/3 of your business.

WHO WILL SEE MY COMPLETED QUESTIONNAIRE/S?

The awards juries will be able to see your completed questionnaire/s. portfolio Verlag staff will also be able to see your questionnaires. Any information provided to us (including the judges) in the context of the selection process will be treated confidentially and will not be shared with third parties.

WHAT IF WE RUN OUT OF SPACE ON THE PAPER QUESTIONNAIRE?

Appendices or attachments are permissible but should be kept to a minimum. It is at the discretion of each judge how much emphasis they will give to appendices which may supplement questionnaires. Some encourage additional information but the emphasis must be on the content of the questionnaire itself.

CAN WE SUBMIT ATTACHMENTS WITH THE QUESTIONNAIRES?

Appendices or attachments are permissible but should be kept to a minimum. It is at the discretion of each judge how much emphasis they will give to appendices which may supplement questionnaires. Some encourage additional information but the emphasis must be on the content of the questionnaire itself.

WHAT IS THE JUDGING PROCESS?

Each category has its own jury comprising investment consultants and academics numbering between 3 and 5 judges per category. The whole process is overseen by an academic advisory panel. For details please click here to see the list of judges.

WHO ARE THE JUDGES?

Please click through to judges’ page here.

WHAT HAPPENS IF THE JUDGES FOR A CATEGORY CANNOT AGREE ON A WINNER?

The academic panel will intervene and ensure that a winner is decided upon fairly.

WON’T THERE BE INSTANCES OF CONFLICTS OF INTEREST WITH SOME JUDGES IN THEIR CATEGORIES?

In some cases, this situation may arise. A judge will abstain from voting if he or she has at present a significant business relationship or is about to sign a contract with the nominee. In such cases or if further conflicts of interest exist, the judge in question will make the panel aware of these.

IS YOUR COMPANY DATA SAFE?

Yes. Only portfolio Verlag staff and the judges will have access to the content of your questionnaires. Any information provided to us (and the judges) in the context of the selection process will be treated confidentially and will not be shared with third parties.

WHEN WILL WE KNOW WHO HAS WON?

Winners will be announced at the awards ceremony in Autumn 2017 at Banking Hall in London. Representatives from companies/institutions that submitted questionnaires will be invited.

CAN WE CONTACT THE JURY FOR FEEDBACK?

Each jury will provide a feedback summary for each nominee who submits a completed questionnaire. You may contact portfolio institutional after the awards requesting contact with the jury. We will forward your request for contact with your details to the relevant jury.

IS THERE JUST ONE WINNER PER CATEGORY?

In most cases there is likely to be just one winner. However, in some instances the jury may see fit to award a highly recommended accolade should the competition be extremely close.

WHEN IS THE DEADLINE FOR SUBMISSIONS?

Questionnaires must be submitted no later than 11 March 2016.