Finalists for the MFSS 2011 Victorian Innovation in Funds Management Award are:

  • Contango Asset Management;
  • Intrinsic Investment Management;
  • La Trobe Capital and Mortgage Corporation;
  • SG Hiscock & Company; and
  • Wingate Asset Management.

In announcing the finalists Professor Deborah Ralston, Director, Australian Centre for Financial Studies remarked that each of the Award nominees exhibits all of the qualities that our expert judging panel consider make them innovative and all would be worthy winners.

Prof Ralston noted that each applicant for the Innovation in Funds Management Award was assessed on the degree to which they have innovated with their Business Model, Investment Processes, Investment Products, development of new Skills, in addressing Risk, and may have supported Innovative Activities in the Broader Community.

Key criteria for consideration in this Award are that the funds:

  • Were established in Victoria;
  • Are predominantly owned and managed by the management team; and
  • Can demonstrate a three year investment track record.

The winner will be the fund that best demonstrates successful innovation in practice.

The MFSS Innovation in Funds Management Award winner for 2011 will be announced on the night of the Gala Dinner of the Melbourne Financial Services Symposium on Tuesday 1 March 2011. The dinner will provide an opportunity for the successful fund to be showcased to industry peers as an exemplar of all-round excellence in funds management.


Previous winners include Intrinsic Investment Management in 2010, SG Hiscock and Company in 2009 and Warakirri Asset Management in 2008.

  • Applications were screened under strictest confidentiality, by a Judging Panel of experienced finance professionals chaired by John Gall.
  • The independent judging panel will recommend making the Award to the applicants which best demonstrates innovation that can be seen to have made a meaningful contribution to the performance of the Fund. The following aspects will be assessed:
    • Innovation in Business Model;
    • Innovation in Investment Processes;
    • Innovation in Investment Products;
    • Contribution to Innovation Skills and Development in the Industry;
    • Support of Innovative Activities in the Broader Community; and
    • Innovation in Risk Management.

MFSS 2011 sponsors were NOT eligible to apply.

The Melbourne Financial Services Symposium (MFSS) is hosted by the Australian Centre for Financial Studies (ACFS) on behalf of the Victorian financial services community. The Symposium together with the Gala Dinner is considered the premier annual event for the Funds Management industry in Melbourne. In 2011, it runs as a half day program plus Gala Dinner on Tuesday 1 March at the Park Hyatt Melbourne.

Confirmed MFSS 2011 program speakers include:

  • Else F. Bos, Deputy-Chairman, Executive Committee, Chief Institutional Business, PGGM Investments (The Netherlands) (Dinner speaker);
  • Jane Diplock AO, Chairman of the Executive Committee, IOSCO and Chairman of the Securities Commission (New Zealand);
  • Jonathan Green, Head of Investment Facilities, NSW Treasury Corporation; (Australia)
  • Dr Danyelle Guyatt, Global Head of Research, Responsible Investment, Mercer (UK); and
  • Stephen Hiscock, Managing Director, SG Hiscock & Partners (Australia).

For more details on the MFSS program:

Download Media Release

Media contact details:

Deborah Ralston
Professor Deborah Ralston
Director, Australian Centre for Financial Studies
(03) 9666 1050