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European FoHF Awards 2010 ~ ENTRY FORM
► INSTRUCTIONS
1) Please complete a separate entry form for each FoHF you wish to enter.
- You can enter one product into multiple categories - simply indicate which categories you want be considered for on the "Categories" sheet
- When entering Qualitative Awards (Section C) you will need to complete a separate entry form for each category. For example, an entry for
Best overall group will require different information to an entry for Most innovative FoHF
PLEASE NOTE: In the event of being shortlisted your firm will be expected to attend the gala dinner.
Tables to seat 10 people are priced at £5,500 +VAT; the minimum reservation is half a table for 5 people, priced at £3,250 +VAT. For
more information please contact Ben Cronin on +44 (0)20 7484 9735 or ben.cronin@incisivemedia.com
2) Please double check before sending this questionnaire that:
- You have indicated which category you are entering in "Categories"
- You have answered all the questions in the "Main Questionnaire"
- You have followed the instructions and provided full data in "NAV & Performance"
- You have answered all the questions in "Investment Process"
- If entering a Qualitative Award, you have completed the "Qualitative" sheet
- You have saved this spreadsheet with your company name in the title
- You have included on the email with your entry your latest fund factsheet
- If possible, you have included your latest AIMA DDQ
- Your email to us has your company name in the subject line
3) Return completed entry forms and any additional information to:
hfawards@incisivemedia.com
DEADLINE FOR ENTRIES: Friday 24th September 2010
The shortlist will be published in the November edition of Hedge Funds Review. The winners will be announced at a gala dinner in London on November 24th
For help or assistance please contact Ben Cronin on +44 (0)20 7484 9735 or ben.cronin@incisivemedia.com
European FoHF Awards 2010 ~ ENTRY FORM
► CATEGORIES
► Only one FoHF can be entered per entry form. If you wish to enter a second product please use a separate entry form.
► Each fund can be entered in as many categories as relevant. For example, a diversified FoHF with 10 yr+ track record can enter categories
A1, A2, A3, A13, A14 all on the same form, by completing the Main Questionnaire, Performance
Data and Investment Process tabs
► You can also enter one of the "Qualitative Awards" categories on the same entry form by completing the Qualitative tab; additonal Qualitative
awards will require separate sheets
A) Product Awards "YES" Notes / Period under consideration
► Please ensure you complete the Main Questionnaire , Performance Data and Investment Process tabs
1. Best performing diversified FoHF over 10 years July 1st 2000 - June 30th 2010
2. Best performing diversified FoHF over 3 years July 1st 2007 - June 30th 2010
3. Best performing diversified FoHF over 1 year July 1st 2009 - June 30th 2010
4. Best performing specialist FoHF over 10 years July 1st 2000 - June 30th 2010
5. Best performing specialist FoHF over 3 years July 1st 2007 - June 30th 2010
6. Best performing specialist FoHF over 1 year July 1st 2009 - June 30th 2010
7. Best performing energy/commodity FoHF July 1st 2009 - June 30th 2010
8. Best performing emerging markets FoHF July 1st 2009 - June 30th 2010
9. Best performing in-house FoHF July 1st 2009 - June 30th 2010
10. Best performing Ucits-compliant FoHF July 1st 2009 - June 30th 2010
11. Best sub-$100m FoHF July 1st 2009 - June 30th 2010
12. Hedge Funds Review FoHF of the Year July 1st 2009 - June 30th 2010
13. Hedge Funds Review FoHF of the Decade July 1st 2000 - June 30th 2010
B) Platform Awards "YES" Notes / Period under consideration
► Please ensure you complete the Platforms tab, as well as Main Questionnaire , Performance Data and Investment Process
1. Best Ucits platform July 1st 2009 - June 30th 2010
2. Best seeding platform July 1st 2009 - June 30th 2010
3. Best managed account platform July 1st 2009 - June 30th 2010
4. Hedge Funds Review Best Overall Platform Open to any product entering categories B1 - B3
C) Qualitative Awards "YES" Notes / Period under consideration
► If you wish to enter multiple categories in this section, please complete a separate form for each category
► For categories C1, C2, C3, please complete as much of the Main Questionnaire and Investment Process tabs as possible
before completing the Qualitative tab
► You can only enter categories C4, C5, C6 if you have entered products in Section A or Section B
1. Most innovative FoHF No inception restrictions // Please complete ALL tabs
2. Best new FoHF For FoHFs launched after July 2nd 2009
3. Best investor relations team Please supply examples of investor communications
4. Best HNW/private client FoHF provider For these categories complete the Qualitative tab; the judges
5. Best institutional FoHF provider will also take into consideration entries submitted for
6. Best overall group individual products.
7. Long-term achievement in FoHFs Awarded to an individual
For help or assistance please contact Ben Cronin on +44 (0)20 7484 9735 or ben.cronin@incisivemedia.com
European FoHF Awards 2010 ~ ENTRY FORM
► MAIN QUESTIONNAIRE
Name of fund/platform:
Company name (Investment Adviser):
Launch/Inception date:
Fund open or closed?
Number of positions (underlying hedge funds):
Fund strategy (with percentage allocation) Diversified/Specialist % Allocation
Major underlying strategy:
Next major underlying strategy 1:
Next major underlying strategy 2:
Next major underlying strategy 3:
Next major underlying strategy 4:
Next major underlying strategy 5:
Next major underlying strategy 6:
Next major underlying strategy 7:
Next major underlying strategy 8:
Next major underlying strategy 9:
Next major underlying strategy 10:
Date of above mentioned allocation:
Geographic exposure (with percentage allocation) Country/Region % Allocation
► Please indicate the region or countries in which your underlying
funds operate
Date of above mentioned allocation:
Your fund manager's name/s:
Analysts name/s:
Address:
Number and street name:
City:
Post Code:
Country:
Tel:
Website:
URL:
Password for website (if required):
Fund Mandate:
► Please summarise the fund's investment remit in less than 50
words
Fee structure:
► Including redemption penalties etc
Minimum investment:
Currency for this share class:
Information ratio:
Other available currencies?
Leverage:
If applied, what is the typical level of leverage?
Exchange listing: Yes/No If yes, name of exchange
AUM: Fund AUM: Firm AUM:
► AUM must be provided in USD.
Date:
Side-Pockets:
Does the fund have a side pocket share class?
If so, please desribe any funds moved to the side pocket that are
not reflected in the overall returns submitted
Benchmarking:
► Please describe the benchmarks you use to track and analyse
both your performance and 'peer group' funds' performance
Contact (if different from Fund Manager):
Name
Tel
Email
For help or assistance please contact Ben Cronin on +44 (0)20 7484 9735 or ben.cronin@incisivemedia.com
European FoHF Awards 2010 ~ ENTRY FORM
► PERFORMANCE DATA
► Please enter performance since inception, regardless of which category you are entering.
July-2000 TEN YEAR PERFORMANCE
August-2000
September-2000
October-2000
November-2000
December-2000
January-2001
February-2001
March-2001
April-2001
May-2001
June-2001
July-2001
August-2001
September-2001
October-2001
November-2001
December-2001
January-2002
February-2002
March-2002
April-2002
May-2002
June-2002
July-2002
August-2002
September-2002
October-2002
November-2002
December-2002
January-2003
February-2003
March-2003
April-2003
May-2003
June-2003
July-2003
August-2003
September-2003
October-2003
November-2003
December-2003
January-2004
February-2004
March-2004
April-2004
May-2004
June-2004
July-2004
August-2004
September-2004
October-2004
November-2004
December-2004
January-2005
February-2005
March-2005
April-2005
May-2005
June-2005
July-2005
August-2005
September-2005
October-2005
November-2005
December-2005
January-2006
February-2006
March-2006
April-2006
May-2006
June-2006
July-2006
August-2006
September-2006
October-2006
November-2006
December-2006
January-2007
February-2007
March-2007
April-2007
May-2007
June-2007
July-2007 THREE YEAR PERFORMANCE
August-2007
September-2007
October-2007
November-2007
December-2007
January-2008
February-2008
March-2008
April-2008
May-2008
June-2008
July-2008
August-2008
September-2008
October-2008
November-2008
December-2008
June-2009
February-2009
March-2009
April-2009
May-2009
June-2009
July-2009 ONE YEAR PERFORMANCE
August-2009
September-2009
October-2009
November-2009
December-2009
January-2010
February-2010
March-2010
April-2010
May-2010
June-2010
For help or assistance please contact Ben Cronin on +44 (0)20 7484 9735 or ben.cronin@incisivemedia.com
European FoHF Awards 2010 ~ ENTRY FORM
► INVESTMENT PROCESS
► Please provide more information on your firm's:
1) Investment Team
2) Investment Process
3) Risk Management Function and Tools
4) Portfolio Construction
5) Client Base (e.g. type of investors; location of investors, typical investment size etc)
6) USP / Competitive-Edge
For help or assistance please contact Ben Cronin on +44 (0)20 7484 9735 or ben.cronin@incisivemedia.com
European FoHF Awards 2010 ~ ENTRY FORM
► PLATFORMS
► Platforms entering this category should have the ability to be invested in (i.e. pure databases that cannot be accessed via
indices or funds of funds using platformed portfolios do not qualify).
► Please consider the breadth, size and basic services of your offering.
► The judges will take into account the extras you offer to make accessing hedge funds a simple and effective process.
1) AUM in funds on the platform (USD $) 2) Date platform launched
3) AUM in structured products and plain vanilla funds of hedge funds constructed using the funds on the platform
4) Does your platform use managed accounts?
5) Liquidity provided for funds on the platform
6) What level of transparency do you provide users of your platform?
7) Can all hedge fund strategies be accomodated on your platform? (e.g. private equity-style hedge funds)?
8) Number & details of funds on platform?
9) Number of investable hedge fund indices based on funds on your platform (and their names)?
10) Range of strategies available through the platform
11) Fees charged by platform provider (including all fees paid by end-investors and managers on platform)
12) What sets your platform apart from other platform providers'?
► Think of the benefits to both underlying managers and your clients
For help or assistance please contact Ben Cronin on +44 (0)20 7484 9735 or ben.cronin@incisivemedia.com
European FoHF Awards 2010 ~ ENTRY FORM
► QUALITATIVE
► USING THE SPACE BELOW, PLEASE DESCRIBE IN YOUR OWN WORDS WHY YOU DESERVE TO WIN THE AWARD
You may wish to consider the following for each category…
Most innovative product Best new FoHF
► What is the "big idea"? ► Please provide performance date for Jan/Feb 2010
► What makes your product genuinely different? ► Why was 2009 a good time for this product to launch?
► What makes it valuable to investors? ► How will the product deliver returns in 2010?
Best investor relations team Best overall group
► How often do you communicate with clients? ► Describe the Risk Management process
► What reporting/customer service systems do you use? ► Breadth/longevity of your product portfolio
► How many clients is each team member responsible for? ► Integrity, skill and experience of the team
► How do you communicate bad news to your investors? ► Robustness of infrastructure
► Quality and clarity of language will also be considered ► Ability to produce consistent returns
Best HNW/private client FoHF provider Best institutional FoHF provider
► Why are your product suitable for these clients? ► Why are your product suitable for these clients?
► How do you serve these clients effectively? ► How do you serve these clients effectively?
► History of the firm? ► History of the firm?
Long-term achievement in FoHFs (awarded to an individual)
► When entering this category, please explain the individual's role within the firm, details of their previous employments and why they deserve to win.
CATEGORY:
► Please enter the name of the category you are entering
For help or assistance please contact Ben Cronin on +44 (0)20 7484 9735 or ben.cronin@incisivemedia.com
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