Key Takeaways
- • The 27th annual Lipper Fund Awards for Switzerland recognized excellence across 40+ fund categories, spanning absolute return, alternative strategies, fixed income, and equity asset classes in 2016.
- • Award winners included prominent global asset managers: JPMorgan Asset Management (Absolute Return EUR High), UBS Asset Management (Alternative Global Macro and Emerging Markets Bond categories), GAM Investment Management (Alternative Long/Short Equity Europe), and Nordea Investment Management (Absolute Return EUR Medium).
- • The awards evaluated funds on consistent risk-adjusted performance, with recognition spanning specialized strategies including convertible bonds, emerging market debt (hard currency, local currency, and corporate), high-yield credit, inflation-linked bonds, and short-term euro instruments.
- • Winning funds demonstrated sustained outperformance across diverse market conditions, with representation from both mega-cap asset managers (JPMorgan, UBS, Deutsche, Allianz, Schroder) and specialized boutiques (Sauren, H2O AM, Candriam, Vontobel).
- • The breadth of winning strategies reflects institutional investor demand across multiple risk/return profiles: macro strategies, credit-focused alternatives, and multi-strategy absolute return vehicles competed alongside traditional fixed-income categories.
Summary
The 2016 Lipper Fund Awards for Switzerland celebrated the 27th edition of this benchmark recognition program, identifying top-performing funds and asset management firms across the Swiss market. The awards covered an expansive range of fund categories, demonstrating institutional investor engagement across absolute return strategies, alternative investments, and fixed-income vehicles.
The award winners represented a cross-section of global asset management leadership. JPMorgan Asset Management secured recognition in the Absolute Return EUR High category with its JPM Global Macro Opportunities A Acc EUR fund, while UBS Asset Management claimed multiple awards including the Alternative Global Macro category (UBS KSS-Dynamic Alpha) and Emerging Markets Bond positioning. GAM Investment Management earned distinction in Alternative Long/Short Equity Europe, and Nordea Investment Management won the Absolute Return EUR Medium tier with its Stable Return strategy.
Fixed-income categories demonstrated particular strength among award recipients. Aberdeen Asset Managers, Schroder Investment Management, and UBS Asset Management all secured convertible bond recognition, while JPMorgan, NN Investment Partners, and Franklin Advisers earned emerging markets debt awards across hard currency, corporate, and local currency segments. Euro-denominated bond categories saw victories from Deutsche Asset & Wealth Management (government and short-term instruments), Allianz Global Investors, Vontobel Asset Management, and Candriam France in high-yield positioning. KBC Asset Management won inflation-linked bond recognition.
The award structure emphasized risk-adjusted performance consistency, reflecting the institutional investor focus on downside protection and volatility management alongside return generation. The diversity of winning strategies—from macro-oriented alternatives to credit-focused and multi-strategy absolute return vehicles—underscored broad-based demand across institutional portfolios for exposure to multiple return drivers and risk profiles during a period of persistently low interest rates and elevated market volatility.
The award winners represented a cross-section of global asset management leadership. JPMorgan Asset Management secured recognition in the Absolute Return EUR High category with its JPM Global Macro Opportunities A Acc EUR fund, while UBS Asset Management claimed multiple awards including the Alternative Global Macro category (UBS KSS-Dynamic Alpha) and Emerging Markets Bond positioning. GAM Investment Management earned distinction in Alternative Long/Short Equity Europe, and Nordea Investment Management won the Absolute Return EUR Medium tier with its Stable Return strategy.
Fixed-income categories demonstrated particular strength among award recipients. Aberdeen Asset Managers, Schroder Investment Management, and UBS Asset Management all secured convertible bond recognition, while JPMorgan, NN Investment Partners, and Franklin Advisers earned emerging markets debt awards across hard currency, corporate, and local currency segments. Euro-denominated bond categories saw victories from Deutsche Asset & Wealth Management (government and short-term instruments), Allianz Global Investors, Vontobel Asset Management, and Candriam France in high-yield positioning. KBC Asset Management won inflation-linked bond recognition.
The award structure emphasized risk-adjusted performance consistency, reflecting the institutional investor focus on downside protection and volatility management alongside return generation. The diversity of winning strategies—from macro-oriented alternatives to credit-focused and multi-strategy absolute return vehicles—underscored broad-based demand across institutional portfolios for exposure to multiple return drivers and risk profiles during a period of persistently low interest rates and elevated market volatility.
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