The MoneyMate Award recognizes ETF providers who demonstrate effective management teams. To qualify for the award, starting from a database of 40,000 instruments (funds and ETFs), historical NAV series are analyzed and a rating is assigned. To proceed further, the rating must be 5 stars. A second criteria is based on the MSCI ESG Fund Metrics, therefore 5 star assets must have:
Finally, the last criteria is the risk/return ratio starting from an annualized performance over 5 years of at least 5%: once the products are divided between Funds and ETFs that reflect the characteristics described above, these are divided into three macro categories:
Award of the Year winners are chosen based on the best Performance/Standard Deviation (annualized) ratio. In the event of an equal Performance/Standard Deviation ratio among several assets, the winner product will be the one with the best ESG score.
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