Fund Awards FAQs

Background

1. What differentiates Chant West's Awards from other Awards?

We have limited information on what other organisations do, so it is difficult for us to comment on their awards or the research and methodology behind them.



What we can say is that our awards are based on 20 years of researching funds and conducting tenders for large corporates and, in that time, we and our methodology have been rigorously tested. We believe this adds considerable credibility to our views.

Awards Categories

2. What are the 12 Awards categories?

  • Super Fund of the Year
  • Pension Fund of the Year
  • Specialist Fund of the Year
  • Corporate Solutions Fund of the Year
  • Best Advised Product of the Year
  • Best Fund: Advice Services
  • Best Fund: Investments
  • Best Fund: Insurance
  • Best Fund: Member Services
  • Best Fund: Longevity Product
  • Best Fund: Integrity
  • Best Fund: Innovation
 

3. How many finalists' will be chosen in each category?

There will be 10 finalists in the Super and Pension Funds of the Year, Best Fund: Investments, Best Fund: Member Services, Best Fund: Advice Services and Best Fund: Insurance categories. The remaining categories will have five finalists.

Eligibility to be included in the Awards

4. Does our fund have to apply to be included in the Awards?

No. All of the funds we research – about 450 in total – are automatically included.

 

5. What information is used to assess each fund?

Our starting point is the information we have in our database. We will continue to monitor and review this information until the cut-off point for the 2017 awards, which is the end of March.

 

6. Our fund is not rated are we in the Awards?

All funds are candidates for the awards, where relevant. Clearly, we have much more information on the funds we rate versus those we don’t, so it is unlikely that unrated funds will feature in the awards.

Ratings & Award Methodology

7. What is your methodology for rating funds?

The main rating criteria and their weightings are shown in the table below:

Main Criteria Super (%) Pension (%)
Investments 35 40
Member Services 25 25
Fees 15 20
Insurance 10 n.a.
Administration 10 10
Organisation 5 5
Total 100 100
 

More information about how we rate funds can be found on the Fund Ratings section of our website.

8. Do you use any further methodology for the Awards?

Our starting point is to use the scores from our ratings process. We will then apply a subjective overlay in selecting the finalists and winners. Our overlay will question and refine those scores based on our experience and knowledge of the funds. We will also be asking the finalists several questions about the future of their funds that will help us determine the winners. A short description on each Awards category can be found here.

 

9. Do you have any independents on the judging panel?

No. We don’t believe it is necessary as we are an independent firm and researching funds has been our core business for 20 years.

Marketing Opportunities for Funds

10. Will there by any marketing opportunities for the finalists and winners?

Funds can subscribe for a fee to our Promotional Licence to help promote their products through our awards logos. We offer a range of finalists and winners logos for each of the 12 awards categories. Combined with our ratings logos, it produces a strong marketing message for all communications. For more information on this service, please contact us.

Awards Evening

11. How do I register to attend the Awards?

To register visit our event website at www.chantwestawards.com.au.

Awards Evening Details  
Date Wednesday, 24 May 2017
Time 6:30pm - 10:30pm
Location Ivy Ballroom, Level 1, 320 George Street, Sydney

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