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Fund Awards 2023 Wealth & Finance International’s annual Fund Awards returns for its 8th instalment in 2023! These awards serve to recognise all professionals and firms in the Fund industry whose tireless hard work and ingenuity exceeds investor expectations, making them the client’s first choice. Winners in the Fund Awards 2023 will display qualities that are favourable in the Asset Management industry, both to investors and managers themselves. Your firm might have the quickest client response times, utilising the latest technology to provide transparency through rapid data aggregation and reporting. Perhaps your fund’s strategy is particularly innovative or effective, producing reliable returns, or maybe your assets under management show strong values, living up to lofty ESG requirements. Wealth & Finance strives to celebrate the top talent in all areas of the industry; after all, the Fund industry is multifaceted, and investors make choices based on a broad variety of factors. Nominees for the Fund Awards 2023 will cover a broad range of companies involved in the Portfolio and Asset Management industry. This includes all supporting services and technologies to the industry. Sofi Parry, Senior Editor AI Global Media, Ltd. (AI) takes reasonable measures to ensure the quality of the information on this web site. However, AI will not assume any legal liability or responsibility for the accuracy, correctness or completeness of any information that is available through this web site. If errors are brought to our attention, we will try to correct them. The information available through the website and our partner publications is for your general information and use and is not intended to address any particular finance or investment requirements. In particular, the information does not constitute any form of advice or recommendation by us or any of our partner publications and is not intended to be relied upon by users in making or refraining from making any investment or financial decisions. Appropriate independent advice should be obtained before making any such decision. Any arrangement made between you and any third party named in the site is at your sole risk and responsibility.
4. Global Evolution: Best Boutique Emerging Markets Investment Manager 2023 & Most Pioneering in Debt Investment ESG Integration 2023 6. SSV Capital Ltd: Best Fintech & Proptech Investment Firm 2023 - London 8. Benelli Consulting: Best Financial Consultancy 2023 - Bulach 9. Yealand Fund Services Ltd: Best Fund Administration Services Firm 2023 – UK 10. Epworth Investment Management Limited: Charity Investment Fund Manager of the Year 2023 - UK 11. V.M.Z Vermögensverwaltungsgesellschaft Dr. Markus C. Zschaber: Best Asset & Private Wealth Management Firm 2023 - Germany 12. AlphaBee Asset Management: Best Actively Managed Fund Manager 2023 – Luxembourg & Best Global Liquid Arbitrage Sicav-SIF (YTD): AlphaBee Multi Arbitrage 13. Moomoo Financial Singapore Pte. Ltd.: Best Global Investments App 2023: Moomoo 14. Woodworth Contrarian Fund, LP: Best Contrarian Hedge Fund Managers 2023 - Pacific Northwest USA 15. ResNovae - Sustainability & Investment Consultants: Best ESG & Business Investment Consultancy 2023 - Greece 16. Puritas: Most Innovative Fintech Software Provider 2023 17. KBC Asset Management: Best Retail & Institutional Asset Manager 2023 - Belgium 18. Madison Sixty: Best Emerging Multi- Strategy Hedge Fund 2023: DBI-M60 Growth Fund 19. GCIE Corp Ltd: Most Innovative Corporate Service Provider 2023 - Cyprus Contents
Nov22526 Fund Awards 2023 | Wealth & Finance Aug23372 Best Boutique Emerging Markets Investment Manager 2023 & Most Pioneering in Debt Investment ESG Integration 2023 Between 1995 and 2007, Morten Bugge and Søren Rump, CoFounders of Global Evolution, were colleagues at two different Danish banks. There, they were responsible for establishing and building emerging markets asset management businesses and launching Scandinavia’s first public emerging markets fixed income funds. During this time, they recruited and managed a team of 12 professionals while they worked to grow assets from $100 million to $6.25 billion. In 2007, Morten and Søren decided to leave their previous company to found Global Evolution, an emerging and frontier markets investment manager. Today, the company manages approximately $10 billion in emerging and frontier markets investments, primarily for institutional investors across the world. These investments are offered through pooled funds and segregated accounts. Global Evolution is equipped with a dedicated team of investment professionals and research analysts who have a wide range and extensive depth of experience in the emerging and frontier markets investment industry. On average, its team members each have 16 years of relevant experience, predominantly gained from Emerging Market Debt investing. This adds up to an incredible amount of combined industry experience, which is highly unique in the field. Additionally, the original investment management team have worked together for more than 15 years, making them an extremely stable unit. Furthermore, since its establishment in 2007, the team at Global Evolution have garnered profound experience investing in frontier markets. This is not only a potential alpha generator but also provides valuable diversification in a portfolio context. Impressively, the company’s dedicated Frontier Markets Fund is rated 4 stars by Morningstar. In capturing the inefficiencies of frontier markets, Global Evolution believes that its most important asset is its experienced investment team. Often, frontier markets are under-researched, meaning that it is possible for dislocations to occur. To understand the value of Global Evolution’s highly experienced team, one must look no further than the historical returns of its award-winning Frontier Markets Strategy, which has provided its clients with a gross return of 7.29% p.a. (as of 31-08-2023) since its inception in 2010, all while consistently maintaining low volatility. Generally, this strategy has performed very well, even under unfavourable market circumstances. It also proved especially effective in tackling the unprecedented economic distress and uncertainty created by the COVID-19 pandemic; in 2021, it returned gross 10.86% p.a., when most emerging market fixed income indices had negative absolute performance. Global Evolution also focus on ESG integration. The company is committed to leaving behind a legacy of sustainability investing by helping developing nations break free from poverty. For this reason, over the years, Global Evolution has consistently considered ESG factors in its investment process. It does this both quantitatively through its proprietary model’s framework, and qualitatively through positive engagement with policymakers, investee companies, and other stakeholders. Global Evolution’s innovative ESG approach is designed to go beyond ESG levels, which are highly correlated with countries’ income and development levels. By favouring high ESG levels, investors direct capital away from the countries where it is needed the most to improve socio-economic conditions. They also risk missing out on a mountain of promising investment opportunities. Through its significant quantitative research effort, Global Evolution has discovered a strong business case for considering ESG dynamics as part of the investment process, since they are statistically correlated with returns. Therefore, the company’s ESG approach involves searching for the best investment opportunities through its proprietary fundamentals-based and sentiment-based methodologies, which send signals for long-term strategic and short-term tactical decisions respectively. In the future, Global Evolution intends to continue to invest in the development of this research framework. The company has begun integrating Artificial Intelligence technologies into the model’s framework and has plans to continue adding more novel technologies to its toolkit. For example, it believes that the opportunity to adopt new AI-based technologies like natural language processing (NLP) and machine learning (ML) will drive it to integrate ESG into its investment processes more efficiently by enabling it to analyse the sustainability of its investment universe in a more timely and accurate manner. Overall, Global Evolution believes that it can effectively meet the needs and goals of its clients thanks to its excellent processes and With offices across the world, Global Evolution is a boutique emerging and frontier markets investment management company that serves a global client base of institutional investors. Known for its benchmark agnostic approach and its innovative use of ESG variables, the company is committed to achieving its mission statement: “Excellence in Providing Emerging & Frontier Markets Solutions”. Here, we dive into Global Evolution’s establishment, its innovative services, and its vision for the future.
5. strategies as well as its team’s experience in actively managing emerging and frontier markets debt. With the client at the centre of its operations, the company aims to consistently provide superior investment performance, customised solutions, and exceptional services, all in a timely manner. As a result of this unwavering commitment, Global Evolution is proud to have formed long-term relationships with institutional investors around the globe. With offices in London, New York, Singapore, and Denmark, the company is designed to effectively manage the needs of this worldwide investor base. Thanks to the hard work of its vastly experienced and highly focused team, Global Evolution has received two titles in the Fund Awards 2023: Best Boutique Emerging Markets Investment Manager and Most Pioneering in Debt Investment ESG Integration. With ambitious plans, Global Evolution looks towards a promising future. In the coming years, it will continue to work towards its goal of being a recognised emerging and frontier markets boutique investment management company as well as the go-to place for related information and investment solutions. It aims to achieve success by generating attractive risk-adjusted returns for its clients while maintaining its strong business DNA. Contact: Henrik Schmidt, Global Head of Sales & Client Service Company: Global Evolution Web Address: www.globalevolution.com
Nov22526 Fund Awards 2023 | Wealth & Finance Best Fintech & Proptech Investment Firm 2023 - London Although a company at a growth stage, SSV Capital employs a team of industry professionals with a proven track record of success. With a deep understanding of the sectors they operate within, the company develops effective investment strategies, using its expertise to uncover hidden opportunities for wealth creation. A laudable reputation and strong portfolio are the foundations of SSV Capital. In the currently challenging financial market, SSV Capital believes that innovation is essential for success. The business stays ahead of the competition by investing in state-of-the-art technology and developing new investment strategies. SSV Capital focuses on disruptive sectors, providing the company with a unique advantage in the market. Viewing disruptive sectors as the future of finance, a team of analysts with expertise in these sectors continually researches new trends and opportunities. Disruption within a sector is defined as the introduction of an innovative product or service that outperforms or is more cost efficient than existing offerings. For example, the fintech sector uses technology to make transactions simpler, cheaper and faster, and real estate investment platforms make it easier to invest. With disruptive sectors quickly expanding, SSV Capital aims to develop a diversified portfolio of the disruptive companies within the fintech, real estate, and fund sectors with the objective of significant targeted returns for its investors. The company aims to build trusting relationships with its., partners and investors, working with them to understand their goals and develop investment strategies to meet their needs. A clear and concise channel of communication inspires confidence, keeping investors & partners informed. Company values of integrity, transparency, and innovation are at the core of SSV Capital. These values are essential for maintaining longterm business relationships with Investors and partners. SSV Capital drives growth by investing in its people and new technology. The business follows the triple ‘P’ guideline of People, Planet, and Prosperity. To achieve this, SSV Capital seeks to maximise the positive impact of its investments by executing a robust strategy and employing an ethical and responsible investment policy. SSV Capital will continue to build its brand and reputation with plans to expand into new markets in the future. The business is also excited to keep up its research and innovative work with disruptive sectors. In the remainder of 2023, SSV Capital is aiming to launch sustainable funds focusing on Fintech & PropTech, and soft launch both fintech & PropTech Platform. The company continues to strive for innovation. Through in-depth risk analysis and technological innovation, the business aims to create a secure and successful future for its investors and the planet. We are confident that the future is bright for SSV Capital as it continues to deliver exceptional client service and offer exciting, new investment experiences. Contact: Ankur Ghosh Company: SSV Capital Ltd Web Address: www.ssvcapital.co Jul23474 Based in London’s financial district, Canary Wharf, SSV Capital is a multi-class asset manager that invests in the high growth sectors of banking fintech, funds, and real estate. The business is committed to providing its clients with a collaborative and transparent investment experience. SSV Capital aims to build a better tomorrow, not only by increasing the value of clients’ assets, but by applying a sustainable and moral approach to all areas of business.
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8. Fund Awards 2023 | Wealth & Finance Best Financial Consultancy 2023 - Bulach With a wealth of expertise at its disposal, Benelli Consulting, along with the array of experienced, independent, external partners from the banking and insurance sectors it uses, can provide a wide range of financial advice and services, with a particular focus on alternative investments, including hedge funds, private equity, real estate investments, and insurance-linked securities. Furthermore, following a variety of quantitative models, the team can provide consistent optimisation and monitoring of the investment process, every step of the way. Thanks to the expertise of its partners in the fields of banking and assurance, Benelli Consulting can also assist its customers with risk management (insourcing and outsourcing) and, for example, the development of shared service centre resources. Also, considerable experience in process management and help in retaining existing customers and developing new customer relationships is available to clients, making Benelli Consulting a one-stop-shop for all clients’ financial advice needs. At Benelli Consulting, the primary goal is to generate added value for clients in wealth management amid a constantly shifting environment. In one sense, the efficiency of the capital markets has increased considerably in recent years, due to information flowing very quickly into the prices of financial instruments, and this in turn places high demand on the asset management institutions. However, new financial market research has shown that that the market does not always place all financial instruments at the correct price, and thanks to a combination of expertise and investments in processes, the team can manipulate these inefficiencies to generate an additional return for clients, with portfolio structures optimised to achieve a better risk to return ratio. The financial sector is currently experiencing a turbulent time, as uncertainty about the future has grown and even further changes are expected ahead. An increase in pressure from regulators is heightening the need for an even greater flexibility. At the same time, questions are constantly being posed concerning incentive structures for managers, the effectiveness of risk control models, the transparency of investment products, and the integrity and sustainability of customer service. Those who can position themselves effectively will emerge from this period in a stronger position in the market. The challenges for asset management are thus growing as new developments in the alternative investment sector, and an increasing convergence between capital and insurance markets open a plethora of opportunities. While is common knowledge that there are no free lunches or free rides on the financial market, the team at Benelli Consulting do believe there are certain tradable anomalies that investors should be made aware of. Increasingly efficient and more readily available financial technologies are impacting the shape of the banking sector and challenging policymakers. Computers, A.I., and Big Data will help investors know more before and make better quantitative decisions as a result. However, until the day where computers possess creativity, taste, discernment, and judgement, there will still be a role for investors with alpha and beta management. Through Benelli Consulting’s relationship with independent partners in the banking and insurance sectors, customers have at their disposal a diverse range of services that many other financial consults cannot offer, allowing them to stand out from the competition. Through these channels, the team are better able to stay up to date with developments in the market and evolve the support available in the fields of asset management and advisory for private and institutional customers, corporate strategy, Fintech, qualitative analysis, back office, insurance strategies, and ILS. With such a diverse range of services available, Benelli Consulting can help with an array of interdisciplinary, international, and highly qualified support. Strategic, operational skills, and practical experience are the team’s greatest strengths, and, as a result of their independence, they can work in the best interests of clients – whether this be independent asset management, wealth management, independent investment advisory, or more. Contact: Dr. Giuseppe Benelli Company: Benelli Consulting Web Address: https://benelli-consulting.ch Benelli Consulting offers independent advice to banks, insurance companies, family offices, trusts, pension funds, and other similar financial organisations. With a high level of expertise situated in investment decision-making processes, risk management, product elevation, and investment organisation. Additional services on offer include managing consulting projects for organisational issues, restructuring, acquisitions, and process optimisation with interfaces to the back office and reporting solutions. We speak to Founder Giuseppe Benelli, who tells us more about the important work done at the company.
Fund Awards 2023 | Wealth & Finance 9. Jul23568 Best Fund Administration Services Firm 2023 – UK Yealand Fund Services Ltd are a family owned, independent full service host Authorised Corporate Director (ACD) and Fund Administrator. Established in 2008, the company has grown from administrating the funds for Sand Aire Limited to offering its financial services to a broad range of clients across the industry. The company are dedicated to providing an independent, bespoke service and helping clients to successfully navigate through regulatory changes. The company’s fund management solutions begin with understanding its clients’ desired outcomes, whether a family office, investment manager, partner, or financial advisor, and implementing an approach to help them realise their fund’s long-term goals. Yealand Fund Services employs effective risk management strategies and operational oversight to protect clients’ funds and reputations. Ensuring funds adhere to the ever-changing regulatory landscape, a team of Compliance and Risk experts work diligently to achieve continuous compliance with all regulations. Fostering a strong collaborative culture, Yealand Fund Services aims to establish strong, multi-beneficial relationships with clients. With its in-house expertise and demonstrated track record of delivery, the company is well-positioned to provide tailor-made solutions that enable funds to thrive. Yealand Fund Services is committed to maximising delivery, minimising costs, and mitigating risks. A testament to the firm’s success is that since being established fifteen years ago, the company has never lost a client to a competitor. From its origins supporting the Family Office and private fund market, the company has built a stellar client service reputation and has grown annually to now administer £4bn of assets, across 63 funds and 35 investment managers. Yealand Fund Services prioritises people first, delivering personalised solutions to meet clients’ individual funding needs. Its client service reputation is built upon the foundations of its core values: client centricity, integrity, collaboration, and innovation. The company’s client-centric approach allows Yealand Fund Services to achieve excellence in every interaction by taking the time to understand a client’s unique funding situation and implementing a tailored solution. Its highly qualified team maintains clients’ trust through responsible fund management, remaining conscious of changing regulatory needs and social responsibilities. The company collaborates with its clients to attain a shared vision and build a supportive, long-term business relationship. With the in-house expertise to innovate, Yealand Fund Services plans to develop and grow its offering to become the most respected Fund Services Provider in the UK. As an Authorised Corporate Director (ACD), the company must keep up with the latest regulatory changes and frequently review its systems and providers. Yealand Fund Services automates and updates its processes to ensure it continues to provide exceptional client service. The business remains at the forefront of industry developments and consistently generates a high level of referrals, placing the current pipeline of new business at a £9.0bn. Before the year’s end, Yealand Fund Services will be working hard to onboard a further 12 funds. It will also launch Impact, a new company strategic goal that will aim to achieve the following actions. The company will remain accountable to all stakeholders, employees, its community, and the environment. It will have a positive environmental and social impact by undertaking business responsibly and sustainably. Yealand Fund Services will also be offering mock interviews and futures fairs to its local sixth-form college and offering placements and apprenticeships in the coming years. The company understands that its success is wholly dependent on the service it delivers. Each client requires tailored advice and real insight to address their unique fund requirements. Yealand Fund Services strives to deliver unparalleled, bespoke services and plans to continue expanding to accommodate its growing client base. For its dedicated work as a valued provider of financial services, Yealand Fund Services has received this year’s award for Best Fund Administration Services Firm – UK. Contact: Rob Leedham Company: Yealand Fund Services Ltd Web Address: www.yealand.com
10. Fund Awards 2023 | Wealth & Finance Jul23705 Charity Investment Fund Manager of the Year 2023 - UK Epworth is proud to be wholly owned by the Central Finance Board of the Methodist Church, founded back in 1960, and they manage c. £1bn of assets. Having a not-forprofit as its parent helps set the company apart from its competitors, especially in a time of market greenwashing and an increase in the perceived mistrust of ESG as an investment mantra. Thanks to the ethical approach adopted by the business, it has stood in good stead for more than 60 years, and the team expect this to continue well into the future. The Christian ethical stance that is offered is unique and allows clients to invest with the confidence that the belief system of the business is built on an openness and transparency with its clients’ money. Andrew reflects that Epworth’s ethical approach is regularly fed-back by customers as being a core reason for choosing Epworth. The approach has 4 key elements that starts initially with their Investment Pillars, which drives their investment approach and provides the foundation for everything they do. Secondly, Epworth regularly consult with their client bank over their ethical priorities and these responses are used to prioritise Epworth’s investment and engagement focus. Thirdly Epworth have transparent levels of tolerance, which set a demanding bar across investment sectors, so that clients can be confident of what Epworth will and will not be investing in. Finally Epworth have an active engagement and voting strategy as they look to work positively with companies and are committed to improving the ethical performance of the companies they invest in. With a backdrop of Church customers (since 1960) and Charity customers (since 1996), Epworth has been innovating behind the scenes and developed a Managed Portfolio Service (MPS) for the private investor. Not only is this a new market for Epworth, but also the UK more widely, as it is the first time a Christian Ethical Investment solution has been launched for individuals. The core mission of Epworth is to be ethical stewards of its clients’ money, and now they can share the same consistent approach with private investors, as they have built with church and charity customers so effectively. This mission allows the company to attract employees who are not only experts in their respective fields but are also committed to undertaking rewarding work on behalf of its investors. To this day, Epworth continues to uphold the same Christian Ethical Stance that was adopted by the CFB, whose ethical investing dates to the 1960s and ‘70s. Over the past few years, many of the approaches taken by the company have been used by other organisations, such as the Investment Pillars and levels of tolerance, and the company believe the MPS solution is about to be copied in a similar vein. As a result of this continued success, the business stands firmly with its Christian convictions and chooses not to follow other market fads that possess little to no staying power. Since Epworth is owned by a non-profit statutory body as part of the Methodist Church, any profits are initially used for the benefit of the Church and then for wider mission. The team are aware of the importance of every pound, and thus do not support large dividend pay-outs, excessive bonuses, or lavish office spaces. For the rest of 2023 and into the near future, the company is focused on around their cash goals, and with the Epworth Cash Plus Fund for Charities currently netting more than 5% interest with same day access, it is a highly attractive prospect. In addition to this, plans to embed the MPS solution across the UK through the intermediary market are already in place. There are no lavish plans wider than the current client base, as Epworth is committed to providing the same value for money as always, and not taking on multiple projects that may been as flights of fancy, instead sticking true to its vision of only investing in the most ethically sound, sustainable, and responsible organisations. Contact Details Company: Epworth Investment Management Limited Web Address: https://www.epworthinvestment.co.uk/ Since 1996, Epworth Investment Management Ltd has provided its dedicated services to the likes of churches, charities, and, more recently, to private investor clients through its Managed Portfolio Service. The team are stewards of their investors’ money and carefully select investments using Christian ethical criteria. We speak to Chief Responsibility Officer, Rev Dr Andrew Harper, who tells us more about the great work done by the team at Epworth. P I L L A R S OUR THEOLOGICAL GROUNDING
Fund Awards 2023 | Wealth & Finance 11. Best Asset & Private Wealth Management Firm 2023 - Germany Dr. Zschaber has received numerous awards for his work as both a fund and portfolio manager and is known in many circles as an n-tv stock market expert. During the European debt crisis of 2009/10, he made himself available to political bodies as an external advisor and was involved in many discussions in Brussels on topics such as sovereign debit, inflation, and ECB policy. In addition to this, a plethora of institutional, public, and charitable mandates testify to the exceptional service provided in the fields of asset and portfolio management, since he and his team began specialising in this complex and demanding area in 1994. As a bank-independent company, the business can analyse and review all the investment solutions available on the market, selecting them for its own asset management concepts, from shares and funds to government or corporate bonds. A rigorous in-house research process is adopted in order to ensure all possible asset classes are thoroughly examined, with the most important prerequisite ultimately being the suitability of the investor and client for a respective investment strategy and making sure all in-house quality requirements are fulfilled. Across Germany, there are only a handful of asset management companies that have been adorned with consistently high ratings and featured in renowned financial media and business press as V.M.Z have, and this proves to prospective clients, and the industry more broadly, that the firm’s asset management solutions offer unique opportunities to be active in the markets and achieve one’s personal and financial goals. Over the past two decades and counting, the firm have been able to convince an array of private and institutional investors in the power of sourcing a suitable form of investment, from a business with years of working expertly with transparency and integrity aplenty. Within the company’s vast range of investment solutions for both private and institutional investors, the right form of investment can be offered for every need. This promise is grounded in the know-how and personal qualities and attributes of Dr. Zschaber and the rest of the management team. With V.M.Z, clients choose which active management concepts they want to invest in, with the effectiveness of these strategies being contingent on risk groups from conservative to growth oriented. As a part of the stellar service provided, employees take the time to personally understand and analyse an individual’s set of circumstances, working directly with clients to ensure priorities are specified and work in tangent with the chosen strategy. For those seeking out institutional investments or larger family assets, there is the possibility to create a completely original, individually defined strategy, set up a special fund, or take over the management of an existing fund. V.M.Z always prioritise your security and is subject to control and supervision by the German Federal Financial Supervisory Authority and the Deutsche Bundesbank. In order to ensure the best possible care is taken of an investment, several key and secure strategies have been put into place. For instance, all accounts are in the customer’s name at a selected bank, and only that person can dispose of the funds. Cooperation takes place exclusively with renowned and reputable V.M.Z Vermögensverwaltungsgesellschaft has been operating for almost 30 years, pursuing the goal of providing the highest calibre of service and catering to the individual needs of clients. Offering a plethora of classic and individualised management strategies to suit both private and institutional investors, Dr. Markus C. Zschaber and his team offer clients unique, independent, and highly professional concepts designed to best manage their assets and wealth. He enjoys the highest reputation and is considered by many to be one of the most experienced and renowned asset managers in all of Germany. companies, and continuous information is provided to clients about current developments in the financial markets, which can be adapted to a frequency of the client’s choosing. All these products and services will be explained in full by the friendly and helpful team of consultants. With a company motto of “Create wealth and maintain value”, investors can be sure their best interests are always fully valued and protected. Spurred on by this aim, the inhouse team, consisting of a host of highly professional specialist staff, consistently achieve the best results on every long-term investment and will continue to benefit the lives of their clients for generations to come. Contact: Dr. Markus C. Zschaber Company: V.M.Z Vermögensverwaltungsgesellschaft Dr. Markus C. Zschaber Web Address: https://zschaber.de/
12. Fund Awards 2023 | Wealth & Finance Best Actively Managed Fund Manager 2023 – Luxembourg & Best Global Liquid Arbitrage Sicav-SIF (YTD): AlphaBee Multi Arbitrage Both funds profit from a regime of higher interest rates as many of their underlying strategies are invested in liquid derivatives, the collateral for which is placed with money market funds or short-term, safe bond investments. In 2007, Luxembourg modernised investment fund legislation by amending the definitions of eligible investors and eligible assets within the Specialised Investment Funds (SIFs) law. Since then, Luxembourg has strengthened its position as a global investment hub. A SIF is an investment fund that has the flexibility to invest in all types of assets, whereas a SICAV is an open-ended investment company. With SICAVs, the fund itself is a stock corporation, and the company’s capital is dependent on the amount that investors pay in. A SIF structured as a SICAV is a multi-purpose investment vehicle that, in the case AlphaBee Asset Management Fund, actively manages a portfolio and allocates capital amongst audited and liquid multi-asset strategies, designed to perform in every market condition. The biggest investment opportunities over the next few years are set to move away from traditional bonds and equities. Increasing volatility and risks emerging in the global investment landscape can be best tackled by nimble, liquid hedge funds that invest into arbitrage strategies. AlphaBee Asset Management offers two innovative, niche investments: AlphaBee Multi Arbitrage and AlphaBee Commodity Arbitrage. AlphaBee Multi Arbitrage is an audited SICAV-SIF designed to protect and grow capital with a clearly defined low-risk profile, which could appeal to investors looking for diversification and uncorrelated profitable risk-adjusted returns. AlphaBee Commodity Arbitrage gives access to the difficult-to-invest asset class of commodities in a liquid and diversified way. It is also non-directional as the fund’s performance does not depend on commodities going up, profiting on open interest and higher levels of volatility. The business values transparency, honesty, and reactivity in its client service. Investors have scored the firm highly on its ability to navigate the financial market in times of stress and crisis. AlphaBee believes in taking time to educate investors who may have negative connotations about the hedge fund industry. Co-investors are aligned with the company, ensuring that all team members are significantly invested in the further growth of funds. Its overarching goal is to protect and increase capital in all market environments, and the firm is committed to remaining non-correlated to movements in financial markets. By remaining steadfast in its goals, AlphaBee should continue to add considerable value for investors, be complementary to clients’ existing portfolios, and drive future growth. As a fund of hedge funds, the firm understands that analysing the hedge fund market for future trends and sourcing hedge fund strategies are essential. AlphaBee has created a hedge fund strategy database that allows the company to take a big data approach to screening and sourcing. The investment team is also sub-advising a US-version (Delaware fund) of the Luxembourg commodity fund on the Hydra Platform operated by Kettera Strategies in Chicago, a multi-award-winning hedge fund operating platform which could appeal to qualified US investors with an interest in fiscally efficient managed, liquid commodity exposure in a diversified and non-directional way. Offering high-alpha niche investments for its investors, the company aims to continue to achieve its attractive risk-adjusted results and remain a nimble player in the industry. We are excited to see the exciting innovations and investor opportunities that AlphaBee Multi Arbitrage will contribute to the hedge fund renaissance. This year, the company has received two awards for Best Actively Managed Fund Manager – Luxembourg and Best Global Liquid Arbitrage SIVAC-SIF (YTD): AlphaBee Multi Arbitrage. Contact: Frederic Guibaud Company: AlphaBee Asset Management Web Address: www.alphabee-am.com AlphaBee Asset Management is a Luxembourg-based, independent investment company, seeded by a single-family office, with a mission to protect and grow capital in all market environments. Its team is focused on portfolio construction and research into global liquid hedge fund strategies. The business actively sources strategies worldwide to discover opportunities for its investors to yield profitable returns. AlphaBee Asset Management Fund is a nimble, innovative fund of hedge funds (SICAV-SIF) that uses its expertise and investment philosophy to remain operationally flexible and fiscally efficient in the everchanging financial markets.
Fund Awards 2023 | Wealth & Finance 13. Aug23097 Best Global Investments App 2023: Moomoo In 2022, Singapore achieved its highest fintech funding in three years which means we have seen a magnificent increase in pivotal moments for investors around the world. Now, in 2023, we celebrate Moomoo Financial Singapore Pte. Ltd. (Moomoo Singapore) as it continues to alter and enhance our experience with financial services such as market data, news, and analytical tools for the future of investments. Changing the scenery within the world of financial technology, Moomoo Singapore has adapted its services to aid anyone wishing to invest. Hosting products which, at one time, were only available to high net worth, and ultra-high net worth, individuals and institutional investors, Moomoo Singapore has solutions for everyone. The team behind Moomoo Singapore are on a mission to make investing easy, manageable, and, most importantly, inclusive. By connecting investors, companies, and institutions, no matter who and where they are, moomoo’s innovative technology creates a world where everyone can feel confident and empowered. It is perhaps unsurprising that moomoo is the number one downloaded app in Singapore. “Tech is at the core of everything we do. We firmly believe in the power of financial technology in transforming the investment landscape, and we invest heavily in our tech capabilities to ensure that we are able to provide our clients with the best tools to help them succeed in their investment journeys,” Gavin Chia, CEO of Moomoo Singapore, said. Moomoo’s proprietary application has a number of useful features which enable it to shape the world we live in today – transforming the fintech space entirely. “Moomoo’s industrial chain feature helps investors gain an intuitive and comprehensive understanding of the upstream and downstream industries by mapping the industrial chains of HK stocks, US stocks, and A-shares with our knowledge mapping algorithm. “This feature now covers 16 popular industries, including new energy vehicles, semiconductors, pharmaceuticals, photovoltaics, and more. Users can identify specific stock opportunities within their chosen area of investment; for example, to invest along the ChatGPT theme, users can select it in the app to receive a list of related stocks like Apple, Nvidia, TSMC, and ASML.” Tech disruption Moomoo’s ability to disrupt what we consider to be the ‘norm’ ensures investors, institutions, and companies each experience the best outcome. Of course, with the rise in AI technology throughout many industries, fintech is no different. Impressively, the moomoo app contains more than 100 advanced stock screening indicators, which makes it the most comprehensive stock screener on the market with low latency and real-time calculations. This function generates accurate and real-time results after overlaying multiple complex conditions, whereas traditional software can require up to two minutes to download a data package and achieve local computing. It’s time to harness the power of AI in all its glory. Using moomoo’s app, users can create automated trading strategies by setting a predefined series of parameters. This means that, when their price target is hit, the application will automatically notify them. As well as this, they can track the stocks held by their favourite institutions, like Berkshire, Soros, or Ark Investment, and mimic the movements of the trading strategies they employ. In the same vein, with moomoo’s AI-powered market monitor, users can be sure that they can monitor all of their stocks, in three major markets, efficiently and with clarity. This way, investors need not do anything manually – all they need to do is sit back and relax as moomoo’s technology does it for them. This is the ultimate tool for the greatest peace of mind. Its many patented charting tools ensure that investments may be monitored and tracked easily using over 38 drawing tools and more than 60 technical indicators, which translate movement of value and investment opportunities, and, with real-time data refreshing every 0.03 seconds, moomoo’s tools are second to none. Achieving financial resilience The firm is set on its mission to empower people and stays true to this throughout all of its endeavours. Moomoo would like everyone to have the chance to “achieve financial resilience.” It recently commissioned a survey by the Singapore Institute of Technology to find out if Singaporean investors are financially resilient. The results were sobering – just 8.3% of retail investors polled said they used advanced financial technology as an essential part of their investment process. That is despite the majority finding the use of technology useful in their investment process. “Technology is a game changer for investors, as it levels the playing ground regardless of one’s experience level. Our platform offers a wide variety of analytical tools, such as stock screener, technical analysis and more, and we will continue to empower our clients through highlighting the benefits of utilizing these tech-driven features in their investment journey,” Chia said. Moomoo’s tireless work pushes the boundaries of what we know with regards to investment tools around the world. Moving with the times, moomoo’s easy, convenient, and intelligent solutions help investors to make the right decisions. By utilising AI-powered technology and Big Data, moomoo has established itself as a leader in the industry. It is steering a movement across the financial sector, all stemming from its pioneering platform. As a result of its outstanding features, the moomoo app has been named Best Global Investments App 2023 as part of this year’s prestigious Global Business Awards. We are delighted to congratulate Moomoo Singapore on this exceptional achievement and look forward to seeing what it goes on to accomplish in the years to come. Contact: [email protected] Company: Moomoo Financial Singapore Pte. Ltd. Web Address: www.moomoo.com “Moomoo Singapore’s flagship event MooFest 2023 attracted more than 1,000 investors, and 20 industry partners who touched on diverse topics such as market outlook, investment strategies and opportunities in Asia.”
14. Fund Awards 2023 | Wealth & Finance Aug23027 Best Contrarian Hedge Fund Managers 2023 - Pacific Northwest USA Offering accredited investors monthly and independently audited financials, by outside third-party auditors and administrators, Woodworth Contrarian Fund works with partners looking to outperform the market and earn additional returns from diversification. In today’s financial landscape of automated trading and algorithmic investment strategies, Woodworth Contrarian Fund’s approach to investing involves going against prevailing market trends and benefitting from the margin of safety that protects oversold stocks or markets. The business does the necessary research to evaluate market conditions on its clients’ behalf to potentially reap big rewards. Primarily investing in individual company fundamentals means that the company does not compete in overcrowded macro-based trends. The Woodworth Contrarian Fund offers a hands-on approach to investing, keeping in frequent contact, attending earnings calls, and performing deep dives into company financials. The fund invests in a range of small-cap and occasional private investment opportunities, offering impressive returns for investors. Through investing alongside a growing pool of accredited investors, Woodworth Contrarian Fund are able to multiply the impact of clients’ investments with diversified risk. Unlike commission-based brokers, the managers’ compensation is primarily based on incentive allocations of profits. In essence, if clients do not make the money on their investment, the business does not earn its incentive fee. Woodworth Contrarian is motivated to succeed and this inherent link between the business and its investors incentivises regular communication. The company’s hands-on approach allows it to understand and meet its partners’ needs. Its goal is to offer services that will serve investors for the long-term. Woodworth Contrarian prefers to work with individuals and organisations that are interested in future growth and investing in the at-risk portion of their portfolio. This strategy produces above average returns and stabilises the portfolio for all the company’s dedicated partners. Driving growth through relentless market research, the hedge fund does not take trends on face value, employing market-leading research platforms and innovative trading algorithms to stay ahead of the curve. Woodworth Contrarian is consistently working to improve its operational effectiveness without increasing costs. As the fund size grows, these savings are passed on to investor partners. The company utilises state-ofthe-art research and comparative tools through its partnership with Refinitiv Eikon to maximise its operational services. Guided by industry development, Woodworth Contrarian employs automation and force multiplying technologies, allowing the business to scrutinise its systems for any inefficiencies and innate biases. The fund continues to experience substantial growth and as an information-based business benefits from far lower fixed costs. Woodworth Contrarian maintains a three-to-five-year horizon on its fund outlook and are able to easily adapt its strategies to changing market conditions. The company is proud to have recently celebrated its sixth anniversary and continues to expand, seeking further valuable investment partnerships. For individuals and businesses looking to invest in their future, diversifying their portfolio with a liquid investment into the Woodworth Contrarian Fund is a unique opportunity not found anywhere else Contact: Quinn Millegan Company: Woodworth Contrarian Fund, LP Web Address: https://www.woodworth.fund/ The Woodworth Contrarian Fund is an independently administrated, Oregon-based investment fund, fulfilling the long-term needs of investors seeking aggressive returns by allocating a portion of clients’ overall investments. Specialising in portfolio management, its staff is trained in successful stock picking with a contrarian focus. Woodworth Contrarian Fund remains nimble and long-term focused with the flexibility to navigate the evolving market.
Fund Awards 2023 | Wealth & Finance 15. Best ESG & Business Investment Consultancy 2023 - Greece Established in 2014, ResNovae has steadily built a reputation as a trusted partner for businesses, banks, municipalities, and investors seeking to integrate ESG principles into their strategies. Driven by a deep commitment to its mission, the company has cultivated expertise across a variety of fields, excelling in ESG and Sustainability Consulting, Investment and Business Consulting, as well as Environmental and Biodiversity services. This multifaceted approach culminated in the development of ESGenius! - The Sustainability OS, an AI driven platform that automates, digitizes, and simplifies ESG and Sustainability Management, while keeping customers auto-aligned with sustainability reporting requirements. ESGenius! has rapidly evolved into a prominent actor in the National and European ESG Software market, revolutionizing how companies and institutions assess their ESG performance in multiple ways. For example, ResNovae recently developed a partnership with the Greek Ministry of Environment and Energy to develop (based on ESGenius!) the National Business Sustainability Observatory – where all Greek Companies will submit ESG Data to the government, as well as the National Carbon Emissions Inventory System for companies and municipalities – to submit their compulsory annual Carbon Footprint Reports to the Greek government. By partaking in such an inspired collaboration, ResNovae has proven that its capabilities extend far beyond what one may expect from an ESG consultancy. Nonetheless, these case studies are just a glimpse of ResNovae’s commitment to catalyzing progress within its industry. Other inspired projects include its work with Hellenic Development Bank to create the first National Observatory for Small and Medium-sized Enterprises (SMEs). One of the most important projects is the development of the ATHEX ESG Data Portal for the Athens Stock Exchange Market. The portal acts as the central ESG database for all listed companies and where investors can find insights on ESG metrics. ResNovae has successfully tackled the complex task of digitizing and automating the sustainability management process for businesses. ESGenius! stands as a testament to their innovation, providing companies of all sizes with an efficient means to monitor their performance. But just what exactly is ESGenius!, and how does it accomplish such feats so seamlessly? In ResNovae’s own words, ESGenius! is “… an AI - Driven Sustainability Platform, ensuring compliance with new and upcoming requirements (CSRD, EU Taxonomy, NFRD, SFDR, CSDD, IFRS), while optimizing resource efficiency…”, and it provides companies with a cohesive platform through which they can manage their data, and comply with their reporting obligations more efficiently. By allowing clients to collect data once and report it to multiple sources, ResNovae’s innovative platform massively optimizes time, effort, and resources. Thus, it serves as the ultimate one-stop shop for all ESG and Compliance needs, making it an indispensable resource in any business toolkit. Certainly, every company has unique requirements, each with its own complexities. With this in mind, ESGenius! was meticulously designed to cater to these diverse needs. The platform is exceptionally versatile, featuring a dynamic dashboard and database that enables extensive customization. Clients benefit from the freedom to define their own data For nearly a decade, ResNovae has been delivering on its core vision – to disrupt business as usual and move towards new and inventive ways of business operations in the hopes of producing long term value for society. By placing focus on three key areas, it has established an interconnection of expertise that has served to provide a holistic advantage. Join us as we explore these three principles, and how ResNovae utilizes them to craft truly impactful services. and KPI specifications, collecting and monitoring these modules with ease. This innovative approach has created an all-encompassing platform that can be tailored to any custom request, offering unmatched flexibility to businesses. In addition to ESGenius! – The Sustainability OS, ResNovae offers a wide array of Sustainability and Investment consulting services, catering to esteemed clients across Europe. In essence, ResNovae embodies a commitment to Sustainability and actively strives for a better tomorrow. ESGenius! stands as a tangible testament to this unwavering dedication, with its inspired design and user-friendly interface setting it apart as an integral component of any company’s ESG management processes. The platform showcases a diverse range of capabilities that are truly awe-inspiring. ResNovae is undeniably effecting substantial change, a fact substantiated by its contented and resilient clientele, reaffirming the firm’s continual evolution and efficacy, both in its consultancy services and its groundbreaking software solution.
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