Award Methodologies

Pension and Investment Provider Awards 2018 – Infrastructure | Awarded to Pantheon on 2nd May, 2018
Pensions Expert’s 19th annual Pension and Investment provider Awards (PIPA), recognize excellence among providers of products and services to UK workplace pension schemes. The Awards are judged on three key criteria; Performance, Innovation and Service. Entry Submissions were required to include no more than 400 words to support each of the three criteria. Judges are picked by the editorial team at FT Live, which organizes the PIPA Awards, based on their expertise within the industry, reflecting a spread of companies and groups. Each category has at least two judges leading the other judges through the entries to test against the criteria. All judging is done on the basis of criteria, but judges are allowed to take into account their own experience of entrants’ products and services. Any judge that either comes from a company/organization that has entered, or has competitors that have entered, a particular category must exclude themselves from the judging of that category. Once each lead judge has explained their top three entries, and other judges have fed in their views, the panel as a whole debates the entries and decides the shortlist and the winner. 

UK Pension Awards 2018 – Alternative Manager of the Year Finalist | Winners to be announced 23rd May, 2018
Pantheon has been shortlisted in the “Alternatives Manager of the Year” category at the 2018 UK Pensions Awards, taking place at the Hilton Park Lane, on 23 May, 2018. Professional Pensions’ overall aim for these awards is to recognize providers that offer the highest level of innovation, performance and service to occupational pension schemes and their members – and have done the most to improve this level of performance, service and innovation over the past year (the 12 months to October 31, 2017). Entrants nominate themselves by completing an online entry form accompanied by a written submission (no longer than 4 pages). All parts of the submission must refer to specific developments during the 12 months to October 31, 2017. Using the written submission, judges award up to 100 marks on three set criteria; Innovation, Performance and Service. Awarding up to 40 marks for innovation and up to 30 marks each on performance/benefit to clients and service standards. For more information and to see all of the nominees please click here: http://www.ukpensionsawards.com/static/2018-finalists

Top 50 Middle Market PE Firms 2018 | Awarded to Pantheon on 22nd February, 2018
The Top 50 PE Awards Program recognizes fifty of the best PE firms in the middle market. From large, well established firms to new boutiques, this year’s winning firms are recognized for solid performance, innovation, successful track records, leadership, and results. To be considered for the awards firms must nominate themselves by completing a detailed 16 question nomination form. This form covers the following selection criteria;

  • Key attributes of your firm
  • Extraordinary resumes / leadership
  • Why you stand out in the middle market
  • Your competitive edge
  • Working with intermediaries
  • Other special considerations

 
Winners are selected by a senior team of editors at BRMG (Bauer Rock Media Group), based on the information provided by each firm in their nomination form. Only firms that demonstrate all of the selection criteria are considered for the awards. These awards are produced by Grady Campbell with Bauer Rock Media Group. The Bauer Rock Media Group has been publishing corporate finance publications since 2001. BRMG’s Corporate Finance Group now produces three publications covering the people, news, and trends within the Private Equity, M&A, Buyouts, and SBIC sectors, with over 63,000 combined subscribers across the US. To view the full list please click here: http://toppefirms.com/program-2018/

Private Equity Wire Awards 2018 – Best Private Equity Management Firm of the Year | Awarded to Pantheon on 8th February, 2018
The Private Equity Wire awards are based on a subjective ‘peer review system’ whereby readers– including institutional and high net worth investors as well as managers and other industry professionals at fund administrators, prime brokers, custodians and advisers – are invited to elect a ‘best in class’, in a series of 49 categories covering the entire private equity space, via an online survey. Readers must include a justification with each nomination, although specific criteria underlying their justification is not required. Justification is based on their industry experience, knowledge and opinions, which vary. In each category, the firm with the most votes at the end of the voting period is subject to a final review by Hedgeweek’s Senior Editorial team, who may take into account the nominations and justifications. Firms are welcome to nominate themselves in any relevant category. Pantheon received 1,230 votes. To view the full list of categories and winners please click here: https://www.privateequitywire.co.uk/2018/02/08/261043/private-equity-wire-awards-2018-winners

Private Equity Wire Awards 2018 – Best Secondaries House | Awarded to Pantheon on 8th February, 2018
The Private Equity Wire awards are based on a subjective ‘peer review system’ whereby readers– including institutional and high net worth investors as well as managers and other industry professionals at fund administrators, prime brokers, custodians and advisers – are invited to elect a ‘best in class’, in a series of 49 categories covering the entire private equity space, via an online survey. Readers must include a justification with each nomination, although specific criteria underlying their justification is not required. Justification is based on their industry experience, knowledge and opinions, which vary. In each category, the firm with the most votes at the end of the voting period is subject to a final review by Hedgeweek’s Senior Editorial team, who may take into account the nominations and justifications. Firms are welcome to nominate themselves in any relevant category. Pantheon received 1,230 votes. To view the full list of categories and winners please click here: https://www.privateequitywire.co.uk/2018/02/08/261043/private-equity-wire-awards-2018-winners

Institutional Asset Management Awards – Top Private Equity Fund Manager 2017 | Awarded to Pantheon on 15th November, 2017
The Institutional Asset Management Awards 2017 recognize the top performing institutional managers and consultants as nominated and judged by a panel of Foundations & Endowments and Fund Intelligence Group’s mandate dataservice, FundMAP. The awards were free to enter and provided criteria for each category, which explained what the judging panel would be looking for when they considered the entries and select the final winners. The Top Private Equity Fund Manager category is designed to reward managers that have demonstrated growth and innovation in the private equity space over the past 12 months as judged by foundation and endowment clients. This award was made by a panel of FE judges comprised of representatives of FEs with over $1bn in assets. The selection criteria was as follows: commercial success and business growth, demonstration of product innovation, description of how market responded to the idea, description of future development possibilities and customer feedback. The judging process is rigorous and thorough to ensure that all the entries receive full consideration and that the true winners are chosen. Judges took part in a judging conference call, where the winners were decided. One expert per category was asked to summarize the judges’ comments and provide any additional input as required.

LAPF Investment Awards – Private Equity Manager of the Year | Awarded to Pantheon on 19th September, 2017
The LAPF Investment awards celebrates the achievements of the Local Authority Pension Funds and their advisors. The awards are free to enter, and winners are selected by an independent panel of expert judges. The selection criteria of the judges is based on; innovation, communication & engagement, cost efficiency, delivery and performance. Pantheon was shortlisted for two categories; Private Equity Manager of the Year and Alternatives Manager of the Year.

First Women Awards 2017 Winner – Helen Steers | Awarded to Helen Steers on 29th June, 2017
Since its launch in 2005 the First Women Awards have grown in influence and impact, leading the way in recognising and celebrating the many achievements of exceptional women from various sectors. The First Women Awards are organised and administered by Caspian Media Limited and are free to enter, with no limit as to the number of entries. The awards are judged by a representative appointed by Caspian Media Limited and their decision is final. Pantheon’s Helen Steers was shortlisted for the Finance Category with seven other outstanding women.

Top 400 Assets Managers – Investment & Pensions Europe 2017 | Published June 2017
Pantheon was ranked within the Top 400 Asset Managers in the 2017 Investment and Pensions Europe (IPE) Top 400 Asset Managers report. The Listings are ranked by global assets under management and by the country of the main headquarters and / or main European domicile. The tables produced are compiled from extensive questionnaires sent directly to asset managers. The requested data includes assets under management1 as of 31st December 2016, the type of institutional clients, asset classes and jurisdictions. Where companies did not respond, IPE compiled shorter entries from data that was available from the group or public sources.. 1AUM figure as of December 31, 2016. This figure includes assets subject to discretionary or non-discretionary management, advice or those limited to a reporting function.

Pensions Age Awards 2017 Winner – Infrastructure Manager of the Year | Awarded to Pantheon on 24th February, 2017
The Pension Age Awards, now in its fourth year, aim to reward both the pension schemes and the pension providers across the UK that have proved themselves worthy of recognition. The awards winners are chosen by an extensive panel of independent expert judges, using fair and transparent judging process. The awards are free to enter and are open to any UK pension scheme or provider firm which serves pension schemes in the UK. Pension schemes / providers can enter more than one category and are encouraged to nominate themselves. A completed entry includes a 100 word company profile and a 1000 word submission on why your organisation / this individual deserves to win this award. The Selection criteria is based on how the firm has provided its excellence and (where relevant) innovation in its market, its commitment to the industry and its overall dedication in the selected industry. Pantheon was shortlisted for both the Alternatives Manager of the Year and Infrastructure Manager of the Year categories. Pantheon was selected by the judges as the Infrastructure Manager of the year award for their deep understanding and passion for infrastructure.

Private Equity Wire Global Awards 2017 – Private Equity Management Firm of the Year | Awarded to Pantheon on 9th June, 2017
The annual private equity wire awards recognise excellence among private equity managers and service providers around the world. The awards are based on a ‘peer review system’ whereby readers of Private Equity Wire – including institutional and high net worth investors as well as managers and other industry professionals at fund administrators, prime brokers, custodians and advisers – are invited to elect a ‘best in class’ in a series of categories via an online survey giving a technical justification for each nomination. In each category, the firms with the most votes at the end of the voting period are subject to a final review by Hedgeweek’s Senior Editorial team, who take into account the nominations and justifications as well as the nominated firm’s technical submission. Firms are welcome to nominate themselves in any relevant category.

Chief Investment Officer Industry Innovation 2016 Awards Winner – Real Assets | Awarded to Pantheon on December 12th, 2016
The Chief Investment Officer Industry Innovation awards, now in its seventh year, celebrates innovation in the global asset management and asset owner communities. In 2016 Pantheon was named a finalist in the Real Assets category alongside TIAA. Finalists are selected following a two-month nomination period, where nominators are asked to share answers to three central questions: Who is inspiring to you? How are they innovative? Which asset owners are challenging the status quo and succeeding? Nominators are also asked which asset managers and service providers had honestly offered them something of true value that fit their investment needs over the long term. The editorial team also performs their due diligence and tries to ascertain other areas such as: This can include but not limited to: any new/innovative product offerings, key hires, growth of aum, key research, strategic partnerships, innovative risk management or innovative aspects of the investment process, internal technology used within the investment framework etc. The CIO Industry Innovation Awards are split into two general categories: asset management/servicing and asset owners. With input from CIO’s awards Advisory Board, as well as surveys and data where applicable, the CIO editorial team makes the final decisions as to finalists and eventual winners.

Funds Europe Awards – European Specialist Investment Firm of the Year 2016 | Awarded to Pantheon on 3rd November, 2016
Pantheon was shortlisted in the European Specialist Investment Firm of the Year category alongside Brookfield, Barenberg and Sycomore Asset Management. Each category is judged by a panel of judges composed of leading professionals with a wealth of funds industry experience. Panels are drawn from peer groups within the industry, specialist third party experts, and from Fund Europe’s editorial board. The winners of this category will have demonstrated that they have enhanced the reputation of their particular investment speciality during the twelve-month period. Evidence of success includes growth in AUM, pattern of net inflows, stability of performance 1, product development and innovation, increased acceptability and uptake in target markets. 1 Past performance is no guarantee of future results. Future returns are not guaranteed and a loss of principal may occur.

Top 400 Assets Managers – Investment & Pensions Europe 2016 | Published June 2016
Pantheon was ranked within the Top 400 Asset Managers in the 2017 Investment and Pensions Europe (IPE) Top 400 Asset Managers report. The Listings are ranked by global assets under management and by the country of the main headquarters and / or main European domicile. The tables produced are compiled from extensive questionnaires sent to asset managers. The requested data includes assets under management1 as of 31st December 2015, the type of institutional clients, asset classes and jurisdictions. Where companies did not respond, IPE compiled shorter entries from data that was available from the group or public sources.. 1 AUM figure as of December 31, 2015. This figure includes assets subject to discretionary or non-discretionary management, advice or those limited to a reporting function.

Chief Investment Officer Industry Innovation 2015 Awards Winner – Private Equity | Awarded to Pantheon on December 3rd, 2015
The Chief Investment Officer Industry Innovation awards, now in its Sixth year, celebrates innovation in the global asset management and asset owner communities. In 2015 Pantheon was named as a finalist in the Private Equity category alongside Blackstone. Finalists are selected following a two-month nomination period, where nominators are asked to share answers to three central questions: Who is inspiring to you? How are they innovative? Which asset owners are challenging the status quo and succeeding? Nominators are also asked which asset managers and service providers had honestly offered them something of true value that fit their investment needs over the long term. The editorial team also performs their due diligence and tries to ascertain other areas such as: This can include but not limited to: any new/innovative product offerings, key hires, growth of AUM, key research, strategic partnerships, innovative risk management or innovative aspects of the investment process, internal technology used within the investment framework etc. The CIO Industry Innovation Awards are split into two general categories: asset management/servicing and asset owners. With input from CIO’s awards Advisory Board, as well as surveys and data where applicable, the CIO editorial team makes the final decisions as to finalists and eventual winners.

Global Investor Awards for Investment Excellence – Fund-of-Funds of the year 2015 | Awarded to Pantheon on July 2nd, 2015
The Investment Excellence Awards, now in its fifteenth year, recognizes the achievements of asset managers and associated firms such as investment consultants and fund administrators. Eligible firms are invited to nominate themselves for awards. Nominations are also accepted from third-party representatives such as PR firms and those with a relationship with the entity (e.g. pension funds can nominate their best asset managers or vice versa). Nominations are based on three questions asking the nominator to set out why they think a specific company should receive the award. The questions are based on key achievements over the last 12 months, what attributes separate the organisation from their competitors, and a justification to why they should win the award. There are 30 categories of awards, 15 of which are specific to asset management.

Private Equity International #8 in world’s Top 50 LPs in Private Equity | published July 6th, 2015
Pantheon moved up 10 places to 8th position and made its debut in the Top 10. PEI tracks equity capital invested by LPs directly into private businesses or commingled funds/programs between March 1st, 2010 and February 28th, 2015. PEI says it “trusts but verifies” the numbers submitted and, for those LPs who release this information publicly, it calculates the total itself and sought to verify those numbers with the LP directly. PEI states that its objective is to uncover the biggest private equity investors in 2015 through a unique ranking developed by PEI’s Research & Analytics division to identify the biggest and most influential limited partners in private equity.

Private Equity News: Most Influential Private Equity Investor in Europe 2015 | Published September 2015
In September 2015, Pantheon was ranked first among the largest and most influential investors in Europe by Dow Jones’ Private Equity News. Pantheon took first place among Europe’s top 25 private equity investors in this annual compilation. The compilation, now it its eighth edition, iscompiled using a combination of industry opinion and data. European investors have been ranked using recommendations and opinions from private equity firm executives and intermediaries specialising in fundraising. A number of industry’s largest investors did not make the list because, while they are influential, they are not based in Europe. The private equity funds under management figures were provided by Preqin or the organisation themselves.

Dow Jones 2015 FN 100 Most Influential list – Paul Ward | Announced July 6th, 2015
Over a three months period, Financial News’ team of journalists canvassed the market for opinion and drew up longlists within each of the 10 categories: regulators, investment bank CEOs, investment banking, capital markets and advisory, market infrastructure, sales and trading, asset management, pensions, hedge funds and private equity. All nominees had to be based in Europe, the Middle East or Africa. Candidates were marked by an editorial panel for influence in their area, leadership within their sector, performance and innovation over the past year, and their capacity to shape their business and/or industry over the next year. The list was whittled down to the final 10 and ranked for each of the 10 sectors. All the research was conducted by Financial News’ reporters who also wrote the profiles.

Dow Jones Financial News – Top 100 Most Influential Women in European Finance 2015 – Helen Steers | Published October 26th, 2015
Financial News canvassed a wide range of market opinion before drawing up a long list of more than 300 nominees. All women had to be based in Europe, the Middle East or Africa, working in or having influence on investment banking, asset management, hedge funds, private equity, wealth management, exchanges, trading and support services to these sectors. The candidates were then assessed on their influence and leadership over their company and market sector, as well as their performance over the past year and in their career to date. The list was then whittled down to the top 100.

Private Equity International Awards – Fund-of-Funds Manager of the Year in Europe 2014 | Awarded to Pantheon on March 2nd, 2015
The Private Equity International Awards are announced annually and are the only industry awards decided solely by the private equity industry, for the industry. PEI draws up a shortlist of four nominees in each award category and submits these nominations to voting by industry participants during December and January. Voters are also able to suggest alternative nominees and winners in a category. Voting closes in mid-January and the results are published by PEI in its Annual Review, published in March. As indicated on the Private Equity International website, the selection criteria is as follows; Firms cannot apply for these awards, but they have to be considered for it. This could be by raising a multi-billion dollar fund in a short-space of time, implementing a sophisticated value creation operation within their firm, closing a large, interesting deal or sealing a stellar exit. Or nifty handling of a sensitive public-relations issue. Or a creative fund restructuring. We hold lengthy discussions with several departments at PEI on which firms deserve to be nominated. Each category has four nominations. The shortlist is then published online for the readers of PEI to cast their votes.

Private Equity News: Most Influential Private Equity Investor in Europe 2014 | Published September 2014
In September 2014, Pantheon was ranked first among the largest and most influential investors in Europe by Dow Jones’ Private Equity News. Pantheon took first place among Europe’s top 25 private equity investors in this annual compilation. As described by Private Equity News in the article, the rankings are compiled based on a combination of industry opinion and data. European investors have been ranked using recommendations and opinions from private equity firm executives and intermediaries specialising in fundraising. A number of industry’s largest investors did not make the list because, while they are influential, they are not based in Europe. The private equity funds under management figures were provided by Preqin or the organisation themselves. Private Equity News noted that it has been a ‘busy 12 months’ for Pantheon, and highlighted mandate wins, influence with GPs, business development innovation and a responsible investment ethos among notable features.

These awards may not represent investor experience with Pantheon or Pantheon’s Funds or services, nor do they constitute a recommendation of Pantheon or its services. These awards are not being used to distinguish Pantheon from competitor or to imply a higher degree of sophistication, expertise or success than other private equity firms. These awards are based on surveys that are not limited to investors in Pantheon Funds and have not included all of Pantheon’s investors. These awards are not indicative of past or future performance. Past performance is not indicative of future results. Future returns are not guaranteed and a loss of principal may occur. The description and the selection methodologies of each award are subjective and will vary.