Citywire Switzerland will reveal the winners of its 2025 fund management awards soon.
There are awards for both individual portfolio managers and fund management groups, based on our quantitative data.
We will publish the list of nominees across a range of equity and fixed income asset classes next week.
Reach out to Hanna Pabst at hpabst@citywire.de if you want more information.
The methodology for the awards can be found below.
Our ratings methodologies are actuarially approved by AKG Actuaries & Consultants.
Citywire best portfolio manager methodology
Best Portfolio Manager Awards go to the individual portfolio manager generating the highest risk-adjusted returns in a particular sector over the past three years to 31 January 2025 in Switzerland. These are based on the individual track records for all funds they have run in the sector over this period.
Citywire best group awards methodology
To win an award, groups must go through the Citywire Group Ratings methodology, which puts them against the best talent in an investment sector. The winner is the top fund group available to investors in Switzerland.
How does it work?
Citywire Group Ratings recognise the expertise of the group as a whole in managing money in specific investment sectors over seven years. This rewards the depth of talent that sits at the core of the best asset management houses. For these awards, the time period used is January 2018 – January 2025.
We filter to include only the group’s strategies that are registered for sale in Switzerland. This provides the best platform to reward the best groups in Switzerland.
Our unique, quant-based methodology ensures fair and transparent scrutiny of the capabilities of each fund group, and allows for comparison between boutiques and global giants.
The key components of the methodology are:
· Manager experience: Every portfolio manager that has managed money for three years or more counts towards the Citywire Fund Group Rating in every sector they are eligible for.
· The longer the better: The analysis period covers seven years. Within this time frame, the average of the manager’s rolling three years risk-adjusted performance in the sector is calculated. This is weighted based on the period of activity during the time frame. The more we know about the managers the better, meaning consistency of outperformance and experience are rewarded.
· Outperformance: Managers must add value above their benchmark over this time period. How much they outperform gives them a manager score.
· Scoring the group: All managers in the fund group active in that sector, who fulfil the criteria, have their scores averaged to produce a group score.
