We are delighted that Forsyth Barr Investment Management Ltd has been announced as the 2017 FundSource Awards - Boutique Manager of the Year. FundSource holds annual awards that recognise excellence in the funds management industry.
FundSource selection was based on both qualitative and quantitative criteria, including assessment of our funds management abilities and considered our performance history against benchmark. They looked at the growth in funds we manage and the fees that we charge our investors. In addition, FundSource also considered our investment philosophy and process, our approach to risk management and how we construct and implement our investment portfolios.
This external recognition is testament to the skills and capabilities of our investment management team and we are very proud to be recognised as the Boutique Manager of the Year.
Our dedicated group of Investment Managers look after both the Summer KiwiSaver scheme and Forsyth Barr Investment Funds.
“We are delighted to receive this recognition of our active management capabilities and the processes and controls we have in place to ensure that we always manage our investors’ money to the highest standards”, said Craig Alexander, Head of Funds Management.
Fund Manager of the Year Awards are announced by FundSource, the investment strategy and research company. These awards should not be read as a recommendation by FundSource. For further advice on the relevance of this award to your personal situation consult your authorised financial adviser, or visit www.fundsource.co.nz.