The presentation ceremony of Morningstar Hong Kong Awards 2016 was successfully held on 7 March, 2016 at the Hong Kong Exchange Exhibition Hall. The Awards recognize retail funds and fund groups that added the most value for investors within the context of their relevant peer group in 2015 and over the longer term.
In his opening speech, Nick Cheung (below), Chief Executive Officer of Morningstar Asia, emphasized that Morningstar fund awards are key to help investors to make better investment decision and to recognize the outstanding achievement in investment management
All the winners’ representatives are invited on stage for a Champagne toasting celebration and market open ceremony of Gong-hit with Morningstar’s Nick Cheung, Jeff Ptak (global head of manager research) and Wing Chan (director of manager research, Asia).
from left: Doni Shamsuddin, BNY Mellon; June Wong, State Street; Pauline Cheng, Neuberger Berman; Wing Chan, Morningstar; Jeff Ptak, Morningstar; Nick Cheung, Morningstar; Luzia Hung, Manulife; Mark Talbot, Fidelity; Anthony Yung, Invesco; Cecilia Chan; HSBC
Jeff Ptak (below), Global head of Manager Research of Morningstar talked about our Sustainability Investing Initiative. Sustainable Investing is values-based, value-driven, and impact-oriented. Investors, from institutional investors to mainstream, especially those just starting to accumulate wealth, care about it more and more. Thus, Morningstar is launching a Sustainability rating to help investors think about sustainability and how they wish to see it reflected in their investments.
Wing Chan (below), Director of Fund Research of Morningstar Asia, gave the audience an update on Morningstar Research. The investment teams in Asia plan to broaden their research coverage in Asian Fixed Income (hard/soft currency, high yield, RMB), Asian Small Caps, Japan Equity and Mutual Recognition plays (north and southbound).
This is the 14th year that we host Morningstar Awards in Hong Kong. The winners of Morningstar Hong Kong Awards 2016 are:
from left: Alex Tam, First State; Wing Chan, Morningstar
Best Asia-Pacific Equity Fund - First State Asia Innovation I USD
from left: Nicolas Kopitsis, BNY Mellon; Wing Chan, Morningstar
Best Global Equity Fund - BNY Mellon Global Opportunities Fund – USD B
from left: Pauline Cheng; Neuberger Berman; Wing Chan, Morningstar
Best Greater China Equity Fund - Neuberger Berman China Equity USD A Acc
from left: David Chai, State Street; Wing Chan, Morningstar
Best Hong Kong Equity Fund - Tracker Fund of Hong Kong
from left: Ray Chan, State Street; Wing Chan, Morningstar
Best Asia Bond Fund - ABF Pan Asia Bond Index Fund
from left: Nick Cheung, Morningstar; Alex Tam, First State; Jeff Ptak, Morningstar
Best Equity Fund House – First State Investments
from left: Nick Cheung, Morningstar; Cecilia Chan, HSBC; Jeff Ptak, Morningstar
Best Fixed-Income Fund House - HSBC Global Asset Management
from left: Nick Cheung, Morningstar; Luzia Hung, Manulife; Jeff Ptak, Morningstar
Finalists for Best MPF Scheme Award - Manulife Global Select (MPF) Scheme
from left: Nick Cheung, Morningstar; Anthony Yung, Invesco; Jeff Ptak, Morningstar
Finalists for Best MPF Scheme Award - Invesco Strategic MPF Scheme
from left: Nick Cheung, Morningstar; KP Luk, Fidelity; Jeff Ptak, Morningstar
Best MPF Scheme - Retirement Master Trust
