Fund Awards FAQs
Background
What Differentiates Our 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 more than 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.
Chant West believes that the super industry deserves industry awards that are of the highest quality and based on the most thorough and rigorous analysis of the capabilities of super funds.
Awards Categories
What Are The 13 Awards Categories?
- Super Fund of the Year
- Pension Fund of the Year
- Specialist Fund of the Year
- Corporate Solutions Fund of the Year
- Advised Product of the Year
- Best Fund: Advice Services
- Best Fund: Investments
- Best Fund: Insurance
- Best Fund: Member Services
- Best Fund: Lifetime Product
- Best Fund: MySuper Performance Outcomes
- Best Fund: Innovation
- Best Fund: Responsible Investment
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 between 2 and 7 finalists.
Eligibility to be included in the Awards
Does Our Fund Have To Apply To Be Included In The Awards?
No. All of the funds we research – about 350 in total – are automatically included.
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 2024 awards, which is the end of March. During March and April we will be meeting with many funds to source further information that will help us decide on the winners.
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
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 | 45 | 45 |
| Member Services | 25 | 30 |
| Fees | 12.5 | 20 |
| Insurance | 12.5 | n.a. |
| Organisation | 5 | 5 |
| Total | 100 | 100 |
More information about how we rate funds can be found on the Fund Ratings section of our website.
Do You Use Any Further Methodology For The Awards?
Our starting point is to use the scores from our ratings process to determine the finalists in each category. Where scores are very close, Chant West’s research team overlays its broader knowledge of each product to determine the finalists.
We then meet with most of the finalists to gain a deeper understanding of what each fund is doing to improve member outcomes through their product offerings, how they invest and how they engage with members. These meetings help us determine the winners.
A short description on each Awards category can be found here.
Do You Have Any Independents On The Judging Panel?
No. We don’t believe it is necessary as we are a highly respected firm and researching and assessing super and pension funds has been our core business for over 20 years.
Marketing Opportunities for Funds
Will There Be 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 13 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
When And Where Will The 2024 Chant West Super Fund Awards Be Held?
|
Awards Dinner
|
|
|---|---|
| Date | Wednesday, 22 May 2024 |
| Time | 6:30pm - 10:30pm |
| Location | Ivy Ballroom, Sydney |
| Dress | Black tie |
How Do I Register To Attend The Awards?
Registrations open soon. Visit www.chantwestawards.com.au to book single tickets ($325 each incl. GST) or a table of 10 ($3,025 incl. GST).
Which Payment Methods Do You Accept?
We accept Visa, Mastercard and American Express credit card payments securely through our registration website.
Can't Find What You're Looking For?
Send your enquiry to [email protected].
Disclaimer: ©Zenith CW Pty Ltd ABN 20 639 121 403 (Chant West), Authorised Representative of Zenith Investment Partners Pty Ltd ABN 27 103 132 672, AFSL 226872 under AFS Representative Number 1280401, 2023. This website is only intended for use by Australian residents and is subject to use in accordance with Chant West’s Terms of Use and should be read with Chant West’s Financial Services Guide. Products, reports, ratings (Information) are based on data which may be sourced from a third party and may not contain all the information required to evaluate the nominated product providers, you are responsible for obtaining further information as required. To the extent that any Information provided is advice, it is General Advice (s766B Corporations Act). Individuals should seek their own independent financial advice and consider the appropriateness of any financial product in light of their own circumstances and needs before making any investment decision. Chant West has not taken into account the objectives, financial situation or needs of any specific person who may access or use the Information provided including target markets of financial products, where applicable. It is not a specific recommendation to purchase, sell or hold any product(s) and is subject to change at any time without prior notice. Individuals should consider the appropriateness of any advice in light of their own objectives, financial situations or needs and should obtain a copy of and consider any relevant PDS or offer document before making any decision. Information is provided in good faith and is believed to be accurate, however, no representation, warranty or undertaking is provided in relation to the accuracy or completeness of the Information. Information provided is subject to copyright and may not be reproduced, modified or distributed without the consent of the copyright owner. Except for any liability which cannot be excluded, Chant West does not accept any liability whether direct or indirect, arising from use of the Information. Past performance is not an indication of future performance. Chant West ratings and research are prepared by Chant West and are not connected in any way to research and ratings prepared by any of our related entities.