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AWARD CATEGORIES

Advocate of the Year

A woman working in asset/wealth management who is a role model and has gone out of her way to support the cause of getting more women into the industry in the last 18 months. As well as examining the initiatives the candidates has pioneered to inspire women to succeed in asset/wealth management, judges will also assess their leadership and the initiative’s impact on, and integration with, the business.

Active US Equity Manager of the Year

A woman who is either a portfolio manager or plays an active role through research/analysis in US Listed Equities. This individual can either be involved in a publicly available fund such as a mutual fund, or an institutional portfolio. Portfolio performance statistics can be included but judges will also be looking for evidence of challenges faced and overcome by the nominees.

Board Director of the Year

This award is to highlight for the impactful role of a female board member or senior executive board member of either a publicly listed mutual fund, not-for-profit fund, or asset management company. Judges will assess their influence on strategy, their leadership and diversity, equity and inclusion efforts within the organisation/s.

Bond Manager of the Year

This category is open to a woman who is either a portfolio manager or plays an active role through research/analysis in US domestic bond markets; global and sovereign bond; or specialist fixed income (eg. credit US mortgage-backed securities) This individual can either be involved in a publicly available fund such as a mutual fund, or an institutional portfolio. Portfolio performance statistics can be included but judges will also be looking for evidence of challenges faced and overcome by the nominees.

DEI Initiative of the Year

This award category is open to organisations that have undertaken a specific initiative that has been established to promote diversity, equity and inclusion within their organisation or the wider community. These could involve gender pay gap, paternal leave, greater support for BAME and LGBT+ professionals, greater opportunities for people with disabilities, etc. Judges will assess commitment to the cause, awareness raised, impact on the organisation and/or industry, and ultimate results of the initiative. Submissions should include the name of the initiative. 

Emerging Market Equities Leader of the Year

A woman who is either a portfolio manager or plays an active role through research/analysis in Emerging Market Equities. This individual can either be involved in a publicly available fund such as a mutual fund, or an institutional portfolio. Portfolio performance statistics can be included but judges will also be looking for evidence of challenges faced and overcome by the nominees.

Employer of the Year (over 250 employees)

This award category is open to asset management & wealth management companies which have demonstrated a great effort to recruit and retain more women. Judges will look at efforts the employer has made to create a more diverse and inclusive working environment. Submissions should include examples of professional training and advancement, ways to boost morale and implemented programmes to increase the well-being of employees.

Employer of the Year (up to 250 employees)

This award category is open to asset management & wealth management companies which have demonstrated a great desire to recruit and retain more women and diverse groups. Judges will look at efforts the employer has made to create a more diverse and inclusive working environment. Submissions should include examples of professional training and advancement, ways to boost morale and implemented programmes to increase the well-being of employees.

Engagement Project of the Year

This is an active engagement project or initiative lead by a woman, or prominently featuring a woman, which achieved real change at an investee company. Please outline the project, what the objective was, and what the measurement of success has been.

ESG Investment Manager of the Year

This award is open to those women who can demonstrate that their investment decisions have been consistently made in an ethical and responsible way, while achieving healthy returns for their clients. Things to include in the submission are their definition of ESG and how that impacts their fund selection. As ESG is an evolving process, submissions relating to the growing role of ESG within an organisation are also welcomed. 

Financial Inclusion Leader of the Year

This award category is open to women who have produced or helped in an outreach programme/campaign that encouraged and helped women and girls to improve their financial skills and/or consider a career in the asset or wealth manager industry. Examples could involve education, training, marketing and various other campaigns. Judges will assess commitment to the cause, awareness raised, impact and ultimate results of the initiative. Submissions must include the name of the initiative. 

Global Equities Leader of the Year

A woman who is either a portfolio manager or plays an active role through research/analysis in Global Equities. This individual can either be involved in a publicly available fund such as a mutual fund, or an institutional portfolio. Portfolio performance statistics can be included but judges will also be looking for evidence of challenges faced and overcome by the nominees.

Index Leader of the Year

A woman who has played a role within the sphere of index investing either at an index provider, an exchange or within a passive manager. This individual can either be involved in a publicly available fund such as a mutual fund, or an institutional portfolio. Portfolio performance statistics can be included but judges will also be looking for evidence of challenges faced and overcome by the nominees.

Investment Consultant of the Year

A female independent or in-house institutional investment consultant that has broken down barriers to advancement in the company and/or wider financial sector, has delivered for their clients, and that has paved the way for diversity in leadership. The award is based on achievements made in the past 24 months.

Male Ally of the Year

A senior male figure who has gone out of his way to improve the diversity levels of women in asset management, within the organisation and/or in the wider community. Successful nominations must provide case studies or examples of how the candidate has gone out of his way, or strategically prioritised, getting more women into finance and/or supporting them in their careers.

Next Generation Leader of the Year

A woman under the age of 35, or who turns 35 in 2021, who has progressed rapidly through their career within the asset/wealth management and demonstrated value creation and innovation throughout, as well as being a demonstrable supporter of diversity, equity and inclusion initiatives. This could include demonstrations of successful challenges faced in their career to date, and objectives for the longer term.

Outstanding Contribution of the Year

Nominations can be submitted for this category and candidates will be selected from across the current nominees as well as the judging panel’s knowledge of key industry individuals. It is to recognise the achievements over a long period of time which has made an important contribution to the general standing of the asset management industry.

Returner of the Year

A woman with business experience that has returned to the industry after a significant time away (minimum of 2 years) and has shown great promise upon their return. Judges will examine the last 12 months in each candidate’s career, looking at standout achievements and demonstrable contributions to successful projects.

Systematic Leader of the Year

A woman who has played a role within the sphere of systematic investing either at an asset management or a rating agency/fund research company. This individual can either be involved in a publicly available fund such as a mutual fund, or an institutional portfolio. Portfolio performance statistics can be included but judges will also be looking for evidence of challenges faced and overcome by the nominees.

Woman of the Year

A woman who has demonstrated a high degree of excellence, innovation and leadership in the last year, and shone a light on the great things women in asset management can achieve. In their submission, nominees should not only demonstrate outstanding business- and asset management focussed achievements, but also give examples on how they have actively sought to bring more diversity to the asset management industry. 

FAQ

Who can nominate for these Awards?

You can nominate yourself or your colleagues/peers. 

Please make full use of the wordcount providing the performance information requested in the category description. You are also invited to include links to associated work for our judges to verify the information shared. 

How do I nominate?

Using the nomination link provided, each candidate can be nominated for a maximum of two categories. If subsequent nominations are received, only the first two will be considered for the shortlisting process. Please select the most relevant for you or the candidate being nominated. 

Please use the criteria of the category you wish to enter to shape your written submission, as the judges will refer to the criteria to guide their decisions. You should submit an essay style submission which (we recommend) should be between 600 – 800 words.  

The more factual information and stats you can provide for any of these questions, the better your chances of being shortlisted. The submission should cover achievements in the day-to-job as well as prove of your advocacy for gender parity, diversity, equity and inclusion. 

What is the involved cost?

There is no cost to enter a submission for the awards.  

Equally, if you are shortlisted, there is no cost to attend this virtual event. Thanks to the support of our wonderful sponsors, we are able to make this a free to attend opportunity for all nominees and their guests.

If I can’t attend the ceremony, will this impact my chances of winning?

No, this will not impact your chances of winning at all. You are welcome to ask someone to accept the award on your behalf, or you can send an acceptance message which the WIT Team will be happy to share for you. Your award will be sent to your postal address post-event.

Who judges the submissions?

An independent panel of industry judges will consider each nomination and vote on the winners for each category. Please view the judging information for more on the judging methodology.

Who shall I contact if I have any more questions?

If you need any further assistance, please contact us via email: event.marketing@bonhillplc.com

When is the deadline for nominations?

Nominations for the 2021 Women in Asset Management Awards USA will close on May 24th.