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I am a Israel based professional in the investment industry and on SmartMoneyMatch to expand my network and connect with other industry professionals. I would be happy to connect on SmartMoneyMatch and start the dialogue to see how we can cooperate.

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Oren Kaplan

7 days ago

REVELED: 2020 Top Rated Funds and Selectors

Article about REVELED: 2020 Top Rated Funds and Selectors

SharingAlpha.com revealed their annual rating tables.

 

2020 Top Rated Funds

Veritas Asian Fund - Asia ex-Japan Equity
Matthews Asia Fds Asia Credit Opps - Asia Fixed Income
JPM Pacific Equity Fund - Asia Equity
Brasil Capital Equity Fund - Brazil Equity
UBS (Lux) EF China Opportunity - Greater China Equity
Vontobel Dynamic Commodity - Commodities Broad Basket
Lazard Convertible - Global Convertibles
Templeton Frontier Markets Fund - Emerging Markets Equity
DPAM L Bonds Emerging Markets Sust - Emerging Markets Fixed Income
Magallanes European Equity FI - Europe Equity Large Cap
Valentum FI - Europe Equity Mid/Small Cap
Storm Bond Fund - Euro Fixed Income
Amundi Ultra Short Term Bond SRI - Euro Money Market
The AtonRâ Fund - Global Equity Large Cap
Baillie Gifford Global Discovery Fund - Global Equity Mid/Small Cap
PIMCO GIS Global Bond Fund - Global Fixed Income
MW TOPS UCITS Fund - Long/Short Equity
Robeco High Yield Bonds - High Yield Fixed Income
Kotak India Midcap Fund - India Equity
CAP Japan Equity Fund - Japan Equity
Schroder GAIA Two Sigma Diversified - Multialternative
BGF World Gold Fund - Precious Metals Sector Equity
Polar Capital Biotechnology Fund - Healthcare Sector Equity
AXA Aedificandi - Real Estate Sector Equity
BGF World Technology Fund - Technology Sector Equity
Liontrust Special Situations Fund - UK Equity Large Cap
Liontrust UK Smaller Companies Fund - UK Equity Mid/Small Cap
PIMCO Income Fund  -US Fixed Income
Iron Trust - Treasury Fund  -US Money Market
ABN AMRO Parnassus US Sustainable Eqs  -US Equity Large Cap Blend
Polen Capital Focus US Growth Fund - US Equity Large Cap Growth
Threadneedle American Smlr Coms Fd - US Equity Mid Cap
Laurium Limpopo Master LP - Africa Equity
Schroder ISF Emerging Europe - Europe Emerging Markets Equity
Legg Mason WA Macro Opportunities Bd Fd - Long/Short Credit
JPM Global Macro Opportunities Fund - Global Macro
Acatis Gané Value Event Fonds - Multi-Asset Allocation

2020 Top-Ranked Selectors
CountryCompanyLast NameFirst Name
SpainOrienta CapitalRibellesPatricia
GermanyDWPT Deutsche WertpapiertreuhandKagelVinicius
United StatesNorth American Management CorporationHuberDouglas
PortugalBanco CarregosaGasparTiago
SwedenGräsa ConsultingAhlPeter
SwedenEuropeiska InvesteringsrådgivarnaRockDaniel
GermanyApano GmbHSieversMarkus
SpainTio&Codina AsesoresRoig RocaDaniel
SwitzerlandHSBCMarxOliver
NorwayMercer (Norge) ASJohanson TankeKim
ItalyBanca IMIAmriInsaf
LuxembourgPatrimonia Family OfficeBelkacemiMona
ItalyBanca AlettiBottaniFabio
United StatesCampbell Williams, Inc.CardonaAlfredo
United KingdomLGT VestraCravenNoel
United KingdomYellow Capital Wealth ManagementEllwoodHaydn
South AfricaG E Kuschke IncorporatedErichKuschke
SpainMapfre InversiónGarcíaIsmael
SwitzerlandNickel Pajaste SAGosteliStephane
SpainTressisGuerrero CarralJose Carlos
South AfricaHolborn AssetsHeinrichSlabber
FranceFonds de Réserve pour les RetraitesHerveSeignol
SwitzerlandEdmond de RothschildHeymannArnaud
South AfricaFinancial Junction InvestmentsHubertSherrat
United KingdomSand AireLenartPeter
SpainAltex Partners Gestion SGIICLlorenteFernando
South AfricaGlacierOosthuizenRyno
ItalyEdmond de RothschildOttolenghiDavid
ItalyAzimut CapitalPastorinoMarco
BelgiumMiles Ahead Investment CompanyPeetersTim
United KingdomOctopus InvestmentsThompsonPeter
United KingdomVWM WealthThomsonDavid
ItalyAmundi Investment ManagementValvonaFilippo
FranceAmundiVeillet—LavalléeBruno
NorwayDNB Asset ManagementWilanderFredrik
United KingdomFE fundinfoYounesCharles
SwitzerlandRetraites PopulairesArnoldJerome
SwitzerlandBanca CredinvestBarzaghiMarco Luca
United KingdomWH IrelandBeaneySteven
SpainAbante AsesoresBrescoInmaculada
BelgiumAlfabet AdvisorsCaluweLudwig
ItalyCNP PartnersCamisaPaolo
SpainAndbank Wealth Management SGIICCañabatePilar
ItalyAcomeA SgrCatalanoFabio
FranceSwiss Life Banque PrivéeChapelleAntoine
United StatesD'Arcy Wealth Management, IncCherryBobby
SpainAdhoc EAFIde la PlataSantiago
FranceAmplegestd'OrnellasXavier
CanadaTD WealthDwekSteve
SwitzerlandLungershausen Eggensperger Enzler & PartnerEnzlerChristian
United KingdomRaymond James MayfairEvansLuke
GermanyPatriarch Multi-ManagerFischerDirk
ItalyEurovita AssicurazioniFrenFrancesco
CanadaQualified Financial Services IncGallantRick 
CanadaSun Life FinancialGalvanMarco
SwedenSöderberg & PartnersHahneKristian
GermanyHauck & Aufhaeuser PrivatbankiersHoelscherAxel
United KingdomIIMGHolmanCraig
South AfricaPatrimoine Conseil PtyHormannAnton
LuxembourgArche Wealth ManagementJuanVincent
South AfricaCelerity InvestmentsKotzeeAndries
LuxembourgFuchs & Associes FinanceLecluyseJan
South AfricaOld MutualLeonRheeder
South AfricaDave Pohl and AssociatesMattPohl
ItalyFinecoBankMoioliAlberto
FranceFinancière ArbevelMorelVincent
SpainBanca MarchMuntaneOscar
SwitzerlandFGP CapitalOrmondRichard
SpainSassola PartnersPradoCarlos
United KingdomMurdoch Asset ManagementRobilliardAusten
PortugalMillenniumRodriguesJose
BelgiumBank NagelmackersSarensLevi
SwitzerlandCredit SuisseSchäferPatrick
ItalyBanca popolare di MilanoScopignoAlessandro
South AfricaThe Robert GroupShutteDevin
PortugalBanco LJ CarregosaSilvaFilipe
FranceLutetia CapitalAzoulayIsabel
United StatesCroghan Colonial BankBaughmanTracy
PortugalBiG - Banco de Investimento GlobalBroegaRui
SwedenInvesterumDahlmanRoland
BelgiumLavand'Homme & de Borrekens, Brusselsde MahieuAlexandre
FranceODDO BHFGaugryRomain
FranceMyria Asset ManagementGuerillotThierry
SwedenMinafonder ABGullbergJonas
GermanyRP Rheinische Portfolio ManagementHajekMirko
United StatesNorthern Trust CorporationIndiveriSteve
GermanyCommerzbankKirchnerMax
United StatesMorningstarLaskeMichael
PortugalGrupo CIMDLíbanoRicardo
Germanyd.mc²MaierJohannes
United StatesWells Fargo AdvisorsMcClain-SvecMike
FranceFinanciere GalileeMichalyRoni
South AfricaNoble Wealth ManagementPercyGosher
SwedenSvensk Fond och ForsokringPetterssonBob
FranceCBT GestionRobertAlexis
SwitzerlandPeak PartnersRossetFrederic
IsraelCaspaSadonIlan
GermanyMunich ReStadlerFranz
PortugalBPI Vida e PensõesTeixeiraMadalena
BelgiumDeutsche BankVandewieleDieter

The lists of Top Allocators and Top funds are updated monthly on www.SharingAlpha.com.

SharingAlpha is the first user-generated fund rating platform that has become the world's largest fund rating agency in terms of the number of fund selectors contributing to its ratings.

On SharingAlpha, individual vetted fund selectors are ranked in terms of their talent in selecting funds. They build a long-term provable track record of their ability enabling them to test their analysis, and if they choose the raters are able to present their proven track record to existing and potential clients. Since a long term track record is more meaningful, fund allocators are encouraged to start building a personal proven track record early on.

The fact that the SharingAlpha fund selectors determine which funds will be rated and they give that rating knowing it will influence their track record creates a robust model for reliable ratings based on the wisdom of a large number of professional participants while solving potential conflict of interest present in the traditional rating industry.

SharingAlpha offers professional fund selectors a way to improve their career prospects and to complement their fund research activities by leveraging on insights gathered from a large group of specialists.

Beyond a fund selection ranking, allocators have the possibility of building a virtual fund of funds and in turn SharingAlpha ranks them based on their performance not only as fund selectors but also as asset allocators.

Another advantage that SharingAlpha brings to the market is the possibility to grow to scale more rapidly and effectively. This is done by moving from the current rating model where fund selectors work in silos to a more centralized approach in which their views are shared on a dedicated platform. 

 

The shift towards digital distribution

SharingAlpha’s revenue model isn't based on charging fund managers for appearing on our platform, they offer the same chances to all fund managers be they large international firms or small local boutiques.

Furthermore, they empower buyers to take control of the distribution process by deciding which fund managers they want to hear from which leads to better-targeted leads through a process that is entirely independent from its fund rating methodology. 

During the past year, due to the shift toward digital distribution channels, a long list of large international fund providers decided to use SharingAlpha’s services. Firms such as Vanguard, M&G, Janus Henderson, Jupiter, Franklin Templeton, Nomura, Hermes, Baille Gifford, MFS, TCW, Allianz, Robeco and many smaller boutiques.

 

The methodology behind the fund rating

Step 1

The fund selectors are asked to rate the funds based on their expectations in terms of the fund's chances of outperforming in the future. The 3 parameters on which the overall rating is determined are factors that are expected to influence future performance:

 

  • People - The experience and competitive edge of the fund manager and their team;
  • Price - The cost of the fund;
  • Portfolio - The way the strategy is run in terms of risk management etc.
Step 2

SharingAlpha calculates the average ratings assigned by its users to each fund. It’s important to note that SharingAlpha only takes into account ratings from users that they can identify as professional fund selectors. Hence, anyone can technically signup and rate funds, however, in the fund rating calculation they don't include ratings coming from users that are, for example, non-financial industry members or fund providers.

 

Furthermore, in order to improve the quality of the aggregate ratings, instead of using an equal averaging of the rankings they provide a higher weighting to raters that have a better track performance on the platform.

Step 3

A fund rating of above 3 implies that our raters expect the fund to create alpha in the future which makes this a powerful and unique rating. Funds with an average rating of above 4, based on at least 10 professional raters, are entitled to present the 'Highly Rated Fund' SharingAlpha rating logo.

 

Fund selection ranking methodology

SharingAlpha’s fund selection ranking is determined by professionals' ability to assess the future performance of the funds relative to a comparable ETF.

 

In case the rater expects the fund to outperform the ETF then the overall rating they assign to the fund will be over 3. It will be closer to 5 in case they have a strong conviction. Hence, a rating of between 1 and 3 is given to funds that are expected to generate negative alpha and a rating of between 3 and 5 is given to funds that are expected to generate positive alpha.

 

On a monthly basis they compare the ratings with the actual performance of the fund versus the ETF, the closer the prediction with the actual reality the higher the score they get for this rating.

 

They call this the Hit Score. They compare the overall average Hit Score of all the funds rated by the member and compare it to other members' average Hit Score and rank them accordingly.

 

 

 


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