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AUDIENCE CHOICE AWARDS

2017


Asset TV at a glance We help asset managers extend the reach of their communication in a targeted and intelligent way; segmenting audiences, targeting by region and delivering tailored analytics. In our execution, we deliver bespoke technology solutions and create eye-catching custom video content with our range of expert interviews, live webcasts and popular programmes such as ‘Masterclass’ and ‘In the Hot Seat’ - all designed to boost brand awareness and lead generation.

Partners • Barclays Stockbrokers • Bloomberg • FE Analytics • FundsLibrary • Hedge Fund Association • The Pensions Management Institute • St. James’s Place • Thomson Reuters

Filming takes place at our studios in New York and London and on location around the world.

UK distribution 19% 47% 34%

Wholesale DFMs & Directly Authorised Advisers Wealth Managers & Private Banks Nationals & Networks

Institutional

35% 65%

Pension Schemes Investment Consultants


Asset TV Audience Choice Awards This year, we made the awards all about our viewers. We have created categories that look at most watched videos by viewer group. We chose to do this because we focus on quality of views and so we wanted our awards to reflect this. We broke down the awards into three categories wholesale, institutional and company awards. Here is an explanation of our viewer categories: For our wholesale awards, there are eight awards segmented by video type and viewer category.

For our institutional awards, there are two awards segmented by viewer category.

DFMS AND DIRECTLY AUTHORISED ADVISERS: This group is made up of discretionary fund managers and advisers who are directly authorised with the FCA.

PENSION SCHEMES: These contacts include UK pension fund contacts and trustees.

WEALTH MANAGERS AND PRIVATE BANKS: These are our contacts at the top wealth management companies and private banks.

INVESTMENT CONSULTANTS: These contacts are consultants at the top consulting firms in the UK.

NATIONALS AND NETWORKS: These contacts are financial advisers who are a member of a national or network. For our Akademia awards, we broke down viewers into two categories: the advisory market (which includes all of the above segments) and paraplanners.

See the back of the booklet for a sample of viewing companies for each viewer group


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ASSET TV AUDIENCE CHOICE AWARDS: WHOLESALE

Most watched video by DIRECTLY AUTHORISED ADVISERS & DFMS

WINNER What’s to make of the Fed’s hike and balance sheet plan PIMCO

As expected the Fed hiked rates in its June meeting, but the unexpected news is the

RUNNERS UP UK gilts: shaken and s tirred ALLIANZ GLOBAL INVESTORS

detailed plan it released to shrink and normalise its balance sheet.

Artemis’ James Foster: Beyond government bonds... ARTEMIS FUND MANAGERS


ASSET TV AUDIENCE CHOICE AWARDS: WHOLESALE

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Most watched Masterclass by DIRECTLY AUTHORISED ADVISERS & DFMS

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WINNER Property Masterclass BMO GLOBAL ASSET MANAGEMENT

RUNNERS UP UK Equities Masterclass

HEARTHSTONE INVESTMENTS M&G INVESTMENTS SCHRODERS

BMO GLOBAL ASSET MANAGEMENT JUPITER ASSET MANAGEMENT SMITH & WILLIAMSON

Almost a decade on from the financial crisis, investors are still facing difficult decisions when it comes to sourcing income. In this

Brexit: the investment implications Masterclass ALLIANCE TRUST INVESTMENTS PRUDENTIAL RATHBONE UNIT TRUST MANAGEMENT

Masterclass, an expert panel discusses property as an asset class and how UK real estate is performing post-Brexit.


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ASSET TV AUDIENCE CHOICE AWARDS: WHOLESALE

Most watched video by WEALTH MANAGERS & PRIVATE BANKS

WINNER ‘Trumpflation’ - the biggest ever speculative bubble? ALLIANZ GLOBAL INVESTORS

RUNNERS UP Is Brexit as bad as it seems for

Mike Riddell, Lead Manager, Allianz Gilt Yield

UK mid caps?

Fund, Allianz Strategic Bond Fund, discusses

NEPTUNE INVESTMENT MANAGEMENT

recent political risk compared to the last 10 years, what factors could affect Trumpflation, the main opportunities and threats to the fund and how political risk is factored in.

Scottish Mortgage Stock Stories - Tesla BAILLIE GIFFORD


ASSET TV AUDIENCE CHOICE AWARDS: WHOLESALE

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Most watched Masterclass by WEALTH MANAGERS & PRIVATE BANKS

04

WINNER Global Equities Masterclass

RUNNERS UP

ARTEMIS FUND MANAGERS INVESCO PERPETUAL

UK Equities Masterclass BMO GLOBAL ASSET MANAGEMENT

Two managers with very different portfolios

JUPITER ASSET MANAGEMENT

when it comes to stocks, sectors and country

SMITH & WILLIAMSON

allocation discuss the outlook for US banks,

Outlook for Global Equities

investors, opportunities in the healthcare

whether Amazon offers decent value to

Masterclass BNY MELLON JANUS HENDERSON INVESTORS MORNINGSTAR NEWTON

sector and the reasons why it can make sense to buy into stocks suffering a series of profit warnings.


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ASSET TV AUDIENCE CHOICE AWARDS: WHOLESALE

Most watched video by NATIONALS & NETWORKS

WINNER Scottish Mortgage Stock Stories - Tesla BAILLIE GIFFORD

Is Tesla poised to destroy several major

RUNNERS UP Is Brexit as bad as it seems for

industries? James Anderson, Baillie Gifford,

UK mid caps?

talks the rise of one of the world’s leading

NEPTUNE INVESTMENT MANAGEMENT

automotive companies and the dramatic technological advancements it’s responsible for.

Investment Trust Update - 9th September 2016 BLACKROCK FIDELITY INTERNATIONAL SCHRODERS WITAN INVESTMENT TRUST


ASSET TV AUDIENCE CHOICE AWARDS: WHOLESALE

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Most watched Masterclass by NATIONALS & NETWORKS

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WINNER Brexit: the investment implications Masterclass

RUNNERS UP UK Equities Masterclass

ALLIANCE TRUST INVESTMENTS PRUDENTIAL RATHBONE UNIT TRUST MANAGEMENT

BMO GLOBAL ASSET MANAGEMENT JUPITER ASSET MANAGEMENT SMITH & WILLIAMSON

Given that there is a threat that central banks and bond markets could collapse, should we be looking to bond proxies? A panel of

Property Masterclass BMO GLOBAL ASSET MANAGEMENT HEARTHSTONE INVESTMENTS M&G INVESTMENTS SCHRODERS

experts discusses the direction of sterling in the next 12 months following Brexit.


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ASSET TV AUDIENCE CHOICE AWARDS: WHOLESALE

Most watched Akademia module by THE ADVISER MARKET

WINNER Using protection in IHT planning OLD MUTUAL WEALTH

According to Benjamin Franklin, nothing can be said to be certain except death and taxes.

RUNNERS UP

Nathalie Claeys, Old Mutual Wealth, talks the need for inheritance tax planning.

Retirement freedoms, death benefits and legacies JUST METLIFE Robo-advice and adviser business models INTELLIFLO


ASSET TV AUDIENCE CHOICE AWARDS: WHOLESALE

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Most watched Akademia module by PARAPLANNERS

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WINNER Retirement freedoms, death benefits and legacies JUST METLIFE

RUNNERS UP With some significant changes to death

Using protection in IHT planning

benefits, there is now a level playing field

OLD MUTUAL WEALTH

from both annuities and drawdown. People

Managing client expectations in

beneficiaries and partners or spouses against

are actively seeking to protect dependents,

volatile markets PRUDENTIAL

early death. However, this doesn’t come without its challenges. In this Akademia module, experts consider the technical quirks of the pensions rule changes.


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ASSET TV AUDIENCE CHOICE AWARDS: INSTITUTIONAL

Most watched Masterclass by PENSION SCHEMES

WINNER Cashflow Matching Institutional Masterclass AVIVA INVESTORS JANUS HENDERSON INVESTORS REDINGTON SCHRODERS

RUNNERS UP ESG Institutional Masterclass FIRST STATE INVESTMENTS NEWTON

As schemes mature, we look at how closely they can match income streams from

NICO ASPINALL CONSULTING STANDARD LIFE INVESTMENTS

investments to pension payments. What are the risks this approach can circumvent? What are the assets that schemes want to be in? How does cashflow matching fit with liabilitydriven investing or LDI? These are some of the issues tackled by the panel.

Expected Returns Institutional Masterclass ROBECO


ASSET TV AUDIENCE CHOICE AWARDS: INSTITUTIONAL

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Most watched Masterclass by INVESTMENT CONSULTANTS

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WINNER Private Debt Institutional Masterclass

RUNNERS UP Expected Returns Institutional

AVIVA INVESTORS HERMES INVESTMENT MANAGEMENT KPMG

Masterclass ROBECO

It’s a growing market but how does it work and how attractive should it be to UK pension

Cashflow Matching Institutional

schemes? Experts discuss the growing private

Masterclass

debt market, risk and reward characteristics

AVIVA INVESTORS

and accessing the private debt asset class.

JANUS HENDERSON INVESTORS REDINGTON SCHRODERS


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ASSET TV AUDIENCE CHOICE AWARDS: COMPANY

Most watched WEBCAST SERIES

WINNER AXA INVESTMENT MANAGERS

AXA Investment Managers hosts regular webcast series featuring topics ranging from UK equities and small caps to US election and opportunities in the bond market.

RUNNERS UP MAN INVESTMENTS STANDARD LIFE INVESTMENTS


ASSET TV AUDIENCE CHOICE AWARDS: COMPANY

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Most talked about on ASSET TV SOCIAL MEDIA

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WINNER WOODFORD

The Woodford outlook videos took Asset TV’s social media by storm. They featured on Twitter, Asset TV’s LinkedIn UK Showcase page, the UK closed LInkedIn group and Google+ page. Woodford videos had over

RUNNERS UP

30,000 impressions across all platforms. The most popular tweet was:

AXA INVESTMENT MANAGERS

Neil Woodford’s take on the UK economy,

ARCHITAS

investment ideas & strategy - watch the full video: http://bit.ly/2sXYbjD


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ASSET TV AUDIENCE CHOICE AWARDS: COMPANY

Most watched AKADEMIA COMPANY

WINNER JUST

Just participated in eight Akademia modules focussing on retirement. Its most popular module this year was Retirement Freedoms, Death Benefits and Legacies. Just is also one of the sponsors of the retirement channel on Akademia, where 21 videos are featured.

RUNNERS UP METLIFE PRUDENTIAL


ASSET TV AUDIENCE CHOICE AWARDS: COMPANY

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Most watched INSTITUTIONAL COMPANY

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WINNER THE PENSIONS MANAGEMENT INSITUTE

The Pensions Management Institute (PMI) has published over 100 videos. It has its own dedicated website, PMI TV, which features pensions content for its members. Its most

RUNNERS UP ROBECO WILLIS TOWERS WATSON

popular video was Brexit and the impact on pension schemes featuring Caroline Legg, Partner at Sackers.


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ASSET TV AUDIENCE CHOICE AWARDS: COMPANY

Most watched COMPANY ON ASSET TV

WINNER SCHRODERS

Schroders has done it again! It has just shy of 200 videos published to its Asset TV channel featuring everything from property and Europe to global outlook and investment trusts. The most popular video was the October 2016 Property Masterclass featuring Tom Walker, Co-Head of Global Real Estate Securities. Schroders has participated in

RUNNERS UP

seven Masterclass programmes in the past

ALLIANZ GLOBAL INVESTORS

12 months.

AXA INVESTMENT MANAGERS


ASSET TV AUDIENCE CHOICE AWARDS: COMPANY

Thank you to all of this year’s winners!

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WHOLESALE VIEWING COMPANIES

Sample companies: DFMS AND DIRECTLY AUTHORISED ADVISERS

7IM

Group Financiere Hottinger

Albert E Sharp

iFunds Asset Management

Apollo Multi Asset Management

Kleinwort Benson

Bordier & Cie

LGT Vestra

Brewin Dolphin

OCM Wealth Management

Brooks Macdonald Asset Management

Parallel Investment Mangement

Castlefield

Quilter Cheviot

Charles Stanley

Redmayne Bentley

Beaufort Investment Management

Rowan Dartington

Canaccord

Tilney Asset Management

City Asset Management

Waverton Investment Management

Clarion Investment Management

Whitechurch Securities Limited

Fundamental Asset Management

Sample companies: NATIONALS AND NETWORKS

2Plan

Pi Financial

Bankhall

Positive Solutions

Compliance First

Sanlam

Countrywide

Sense

Falcon Group

Sesame

Intrinsic

SIFA

JLT Network

SimplyBiz

Lighthouse

St. James’s Place

Mint

Succession

Network Direct

Tavistock Financial

New Leaf

Tenet Group

Online Partnership

ThreeSixty Services

Openwork

True Potential

Paradigm Partners

Whitechurch

Personal Touch


Sample companies: WEALTH MANAGERS AND PRIVATE BANKS AFH Financial Group

Joseph R Lamb IFA

Alan Steel (Asset Management)

Killik

Almary Green Investments

Kleinwort Benson

Argentis Financial Management

LJ Financial

Argyle Consulting

Ludlow Wealth Management

Ascot Lloyd Financial Services

Mattioli Woods

Barclays Group

Mazars

Bellpenny

Medical Money Management

Best Practice Group

Moore Stephens

Brewin Dolphin

Newell Palmer

Brooks Macdonald

Old Mutual

C Hoare & Co

Online Partnership

Caerus Capital Group

Origen Financial Services

Canaccord Genuity

Pannells Financial Planning

Charles Stanley

Pharon Independent Financial Advisers

Chartwell Financial Services

Pi Financial

Chase De Vere

PQR Financial Planning

Chetwood Wealth Management

Principal & Prosper Holdings

Close Brothers Asset Management

Profile Financial Solutions

Cornelian Asset Managers

Punter Southall

Cullen Wealth

Rathbones

Cumberland Place Financial Mgmt.

Raymond James

Edison Wealth Management

Royal Bank of Scotland

Ellis Bates Financial Solutions

Sanlam

Emery (IFA)

Sense

Equilibrium Asset Management

Seven Investment Management

Foster Denovo

Skerritt Consultants

Fry Group

Smith & Pinching Financial Services

Gemini Wealth Management

Smith & Williamson

Hargreaves Lansdown

St James’s Place

HBFS Financial Services

Tenet Group

Helm Godfrey Partners

Timothy James & Partners

HFS Milbourne Financial Services

Walker Crips

HJP Independent Financial Advisers

Wealth at Work

Investec Wealth & Investment

Wills & Trusts IFP

James Brearley & Sons

Wren Sterling


INSTITUTIONAL VIEWING COMPANIES

Sample companies: PENSION SCHEMES

AA Pension Scheme

Hanson Industrial Pension Scheme

AIB Group UK plc Pension Scheme

Hiscox Pension Scheme

Alliance Boots Pension Scheme

HSBC Bank UK Pension Scheme

ASDA Stores Ltd Group Pension Scheme

IBM Pension Plan

& Group Pension Plan

ICI Pension Fund

Atkins Pension Plan

ING Wholesale Bank

Aviva Staff Pension Scheme (ASPS)

ITV Pension Scheme

Avon Pension Fund

Jaguar Pension Plan

AXA UK Group Pension Scheme

John Lewis Partnership Pensions Trust

Babcock International Group

Johnson Matthey plc Employees

BAE Systems Main Scheme

Pension Scheme

Bank of England Pension Fund

Kent County Council Pension Fund

Barclays Bank UK Retirement Fund

Lancashire County Pension Fund

BBC Pension Scheme

Land Rover Pension Scheme

BOC Group Pension Scheme

Lloyds Bank Pension Scheme

BP Pension Fund

London Borough of Hackney

Bradford & Bingley Staff Pension Scheme

Pension Fund

Bradford Council Pension Fund

London Borough of Islington

British Coal Staff Superannuation Scheme British Steel Pension Scheme (Tata Steel UK) BT Pension Scheme Co-operative Group Pension Scheme Cornwall Council Pension Fund Credit Suisse Asset Management Ltd Pension Scheme Derbyshire County Council Pension Fund Devon Pension Fund DHL Group Retirement Plan Diageo Pension Scheme Ealing Pension Fund Falkirk Council Pension Fund FirstGroup plc The First UK Bus Pension Scheme Fujitsu Defined Benefit Schemes Greater Manchester Pension Fund

Pension Fund London Borough of Redbridge Pension Fund London Borough of Southwark Superannuation Fund London Pensions Fund Authority Lothian Pension Fund Merseyside Pension Fund Michelin Tyre plc (Pension & Life Assurance Plan) National Grid UK Pension Scheme Nationwide Pension Fund NEST (Pension Scheme) Nestle Northamptonshire County Council Pension Fund Philips UK Pension Fund Plumbing Pensions (UK) Ltd PricewaterhouseCoopers LLP


(PwC Pension Fund)

South Yorkshire Pension Fund

Prudential Staff Pension Scheme

Staffordshire County Council

RBS Group Pension Fund

Pension Fund

Reed Elsevier Pension Investment

Stagecoach Group plc LGPS

Management Ltd

Standard Life Staff Pension Scheme

Rentokil Initial plc Pension Fund

Strathclyde Pension Fund

Rio Tinto plc

Swansea Pension Fund

Rolls-Royce Pension Schemes

Taylor Wimpey plc Pension Scheme

Royal London Group

TFL Pension Fund

RPMI Administered Pension Scheme

Thales UK - Thales UK Pension Scheme

RWE npower Group Defined

Tyne & Wear Pension Fund

Benefit Scheme

Unilever UK Pension Fund

Santander Pension Scheme

Universities Superannuation Scheme

Scottish Power Pension Scheme

Xerox Pensions Limited

Shell Contributory Pension Fund

Zurich Financial Services UK

Siemens Benefits Scheme

Pension Scheme

Smiths Group plc Societe Generale Pension Scheme

Sample companies: INVESTMENT CONSULTANTS

Aon Hewitt

KPMG

Barnett Waddingham

Lane Clark Peacock

Buck

Mercer

Capita

Lincoln

Cambridge Associates

P-Solve

Deloitte

PwC

EY

Willis Towers Watson

First Actuarial

Punter Southall

Hyman Robertson Jardine Lloyd Thompson


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Asset TV | Audience Choice Awards 2017  
Asset TV | Audience Choice Awards 2017