How to enter
Entry period: 02/12/2019 - 31/01/2020. Each category will be independently judged by a panel of experts. Categories need to receive a minimum of three entries to run.
All entries should be submitted by midnight on January 31 2020. Entries should be submitted as PDFs via this link and should use the following format for file naming:
“Company name - award category - PIPA2020”
E.g. Peters Capital Management - Inactive equities manager of the year - PIPA2020.pdf
All entries must name an employee to be contacted by the organisers of the awards.
Scheme and Investment categories:
Maximum of 400 words plus brief tables. For investment categories: Performance must be shown as one, three and five-year annualised returns, net of fees, to end-2019 and results since inception. A benchmark must also be provided for the judges and all results should be presented in the base currency for the strategy, stating whether it is hedged or unhedged. All figures should also clearly show if they are from composite data (and if so, what the data are) or individual fund performance. For the “passive global equities” category, entrants should include the total expense ratio of the chosen fund, the tracking error, and the range of strategies available. You should include a few words about retention/key people running the strategy. Entrants of all categories are encouraged to demonstrate sustainability of investments/strategies. For services categories: Performance can be indicated through client wins, the solving of problems and performance delivery for your clients.
Maximum of 400 words. How have you innovated over the past year? What new services or options have you introduced to improve the performance of your clients’ pension schemes, to save them money or to reduce their risk? For investment categories: Entrants should state where they believe their product stands out, e.g. at the idea generation or the trading/implementation stage.
Maximum of 400 words. How does your service to clients differ from your competitors - what makes it unique? Case studies and client feedback can be used to illustrate improved service standards. For investment categories: This section can include references to transparency for investors and stewardship.
Video submissions are permitted, but will be subject to the same word count.