IAM Awards 2019

Fiera Capital’s Fiera Capital US Equity Strategy named Active US Equity Strategy of the year
at the 2019 Institutional Asset Management Awards.

 

 

 

 

 

Fiera Capital was shortlisted across five categories in the Institutional Asset Management Awards.

Active Global Equity Strategy of the Year – Fiera Capital Global Equity Strategy

Active US Equity Strategy of the Year – Fiera Capital US Equity Strategy

Active US Large Cap Strategy of the Year – Fiera Capital US Equity Strategy

Active US Mid Cap Strategy of the Year – Fiera Capital Mid Cap Growth Equity Strategy

Emerging Markets Equity Strategy of the Year – Fiera Capital Frontier Markets Equity Strategy

 

Fiera Capital did not pay any fees for consideration. The total number of entries across all categories was more than 250. The criteria for the categories for which Fiera Capital was shortlisted were as follows:

Quantitative

  • 10%: 1-year total net return of in USD ending June 2019
  • 5%:  3-year annualised net return in USD ending June 2019
  • 5%:  5-year annualised net return in USD ending June 2019
  • 20%:  Standard deviation over 1-year total net returns ending June 2019
  • 10%: Standard deviation over 3-year annualised net returns ending June 2019
  • 10%: Standard deviation over 5-year annualised net returns ending June 2019
  • 10%:  Net AUM growth in real terms over 12 month-period (AUM to be supplied in USD) ending June 2019
  • 10%:  Net AUM Growth % terms over 12-month period (AUM to be supplied in USD)  ending June 2019

Qualitative

  • 5%: Customer servicing (communication, provision of research, education etc) 
  • 5%: Ownership and organisational structure 
  • 5%: Style/strategy drift 
  • 5%: ESG/Innovation 

Number of firms shortlisted into each category:

  • Active Global Equity Strategy of the Year – 8
  • Active US Equity Strategy of the Year – 7
  • Active US Large Cap Strategy of the Year – 3
  • Active US Mid Cap Strategy of the Year – 2
  • Emerging Markets Equity Strategy of the Year – 3

For more information on the awards visit https://iamanagementawards.awardstage.com/#Shortlist 

Ratings are not indicative of an adviser’s future performance.