Nominees Asset Allocation Awards 2025 announced

December 3, 2024

The presentation of the Asset Allocation Awards 2025 will take place in Brussels during the ‘Asset Allocation Outlook seminar’ organised by Financial Investigator.

The awards will be presented for the best asset allocation reports by asset managers in the Asset Allocation, Fixed Income, Equities Regional, Equities Sector and Overall categories. The selection was made by Alpha Research. This independent research agency for professional investors lists more than 60 asset allocation reports of asset managers, fund houses and research parties every month and updates these opinions in a database.
 

Criteria
To be eligible for nomination, a report must have been in existence for at least three years, be published at least once a quarter and have reported concrete asset allocation recommendations for at least the following categories: ‘Asset Allocation’, ‘Fixed Income’, Equities Regional' and “Equities Sector” in the past 36 months.
 

Live presence at awards ceremony in Brussels?
Would you like to attend the Asset Allocation Awards ceremony in Brussels? Click here for more information on the seminar ‘Asset Allocation Outlook: Debate, Awards & Drinks Reception’ taking place on Tuesday 11 February 2025 at Vlerick Business School in Brussels.

 

Nominees Asset Allocation Awards 2025

 
Best asset allocation reports, recognized by Alpha Research. The nominations are listed in alphabetical order.
 

Nominees - Overall Aviva Investors ING Investment Office Northern Trust AM SEB UBP

^{✔ Exists for a minimum of three years
✔ Is published at least quarterly
✔ Has reported concrete asset allocation recommendations over the past 36 months for: Asset Allocation, Equities Regional and Fixed Income}

Nominees - Asset Allocation Fidelity ING Investment Office Northern Trust Asset Management UBP Vontobel

^{✔ Exists for a minimum of three years
✔ Is published at least quarterly
✔ Has reported concrete asset allocation recommendations over the past 36 months for at least 4 out of 5 asset classes}

Nominees - Fixed Income Aegon Asset Management Cardano J. Safra Sarasin Nikko Asset Management Nuveen

^{✔ Exists for a minimum of three years
✔ Is published at least quarterly
✔ Contains concrete asset allocation recommendations over the past 36 months, with recommendations for at least 4 out of 5 asset classes}

Nominees - Equities Regional Aviva Investors ING Investment Office Invesco J. Safra Sarasin UBP

^{✔ Exists for a minimum of three years
✔ Is published at least quarterly
✔ Has reported concrete asset allocation recommendations over the past 36 months for at least 4 out of 5 asset classes}

Nominees - Equities Sector DWS ING Investment Office Invesco SEB UBS

^{✔ Exists for a minimum of three years
✔ Is published at least quarterly
✔ Contains concrete asset allocation recommendations over the past 36 months, with recommendations for at least 4 out of 5 asset classes}