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19 November 2021 / Company news

Scope Awards announced for best funds, asset managers and certificate providers

Together with media partner Handelsblatt, Scope has presented the 16th edition of the Scope Awards. J.P. Morgan Asset Management won the prize for Best Universal Provider, Degroof Petercam Asset Management for Best Universal Provider ESG.

The Scope Awards are presented once a year by the Scope Group, Europe's leading provider of independent credit ratings, ESG research and fund analysis, together with Handelsblatt, for the most outstanding asset managers and best investment concepts. The Scope Awards are a long-standing tradition and the most important source of industry recognition for funds and asset managers in Germany, Austria and Switzerland.

This year's award ceremony took place on 18 November in Berlin under strict Corona security standards (2G+). Barbara Schöneberger hosted the evening. Special guests on the night included Jörg Asmussen (Chief Executive of GDV), Marco Swoboda (CFO Henkel), Aygül Özkan (Chief Executive of ZIA) and Jean-Marie Pfaff (goalkeeping legend of FC Bayern Munich).

The winners of the 52 awards were selected by Scope analysts from more than 12,500 funds and more than 2,000 asset managers and certificate providers.  

Investment Awards in 16 asset manager and 12 fund categories

This year, J.P. Morgan AM was named Best Universal Provider. The award winner convinced the jury with its expertise across almost all liquid asset classes, particularly in emerging markets equities, but also in US and global equities, global bonds and multi-asset funds. The laureate generated convincing alpha over a period of five years.

The award winner in the Universal Provider ESG category is Degroof Petercam AM. The award winner impressed Scope analysts with an excellent responsible investment strategy which is a strength of the firm whose active investment approach is clearly a success.

Union Investment was awarded the prize for Best Asset Manager Multi Asset. In addition to its impressive expertise and capacity in the management of multi-asset concepts, its successful downside protection combined with comprehensive use of different equity styles and credit qualities was a key reason for the award. 

The Asset Manager Bond Fund category went to Deka Investment. Strong performance in the areas of Euro Corporate Bonds, Global Emerging Markets and High Yield Bonds convinced the Award jury. More than half of the Deka bond funds have a top rating from Scope.

The Scope analysts named Berenberg the Best Specialist Provider. The asset manager focuses on a high-quality and specialised product range: 80% of the funds rated by Scope have a top rating.

All Investment Award Winners

Alternative Investment Awards in 20 categories

This year's award winner in the Real Estate Global category is DWS. The highest performance of the global mutual fund in both short- and medium-term peer-group comparisons was a main driver of the jury's decision.

Deka Immobilien won the Real Estate Europe category primarily due to its excellent asset access and very high transaction expertise. The flagship product Deka-ImmobilienEuropa outperformed its peer group over the long term.

The Retail Estate Germany award category went to Union Investment Real Estate. The Scope analysts highlighted both the stringent team approach and the company's high level of innovation and consistent ESG positioning.

Commerz Real was successful in the ESG Infrastructure award category. It is the first asset manager to offer a broadly diversified fund for private investors that invests in real assets in the infrastructure sector and is also classified as an impact fund.

All Alternative Investment Award winners

Certificates Awards in 4 categories

The Primary Market category went to DekaBank primarily because of the high quality of support in distribution, the broad issuing calendar and the efficient issuing strategy. The award jury was also impressed by the successful expansion of the product range in sustainable investment certificates.

This year's winner in the Secondary Market category is BNP Paribas and is characterised by a broad product offering, high trading quality and continuous investment in the platform. 

The close race for the Trading Award was won this year by Société Générale. Above all, continuity and strength in pricing, bid-ask spread and quoted size for leveraged products tipped the scales.

The ESG Certificate Award was presented for the first time this year and went to Landesbank Baden-Württemberg. The decision was driven by the high level of innovation in the field of sustainability. LBBW was the first issuer to offer investments in impact products on the German certificate market. 

All Certificate Award Winners

 

The coverage of the Scope Awards in Handelsblatt (in German):