Awards

The 11th BENCHMARK Wealth Management Awards

• Human Capital Development - BEST-IN-CLASS
• Qualifying Deferred Annuity Policy (QDAP) -  BEST-IN-CLASS     
• Social Media Engagement - BEST-IN-CLASS
• Savings Product - OUTSTANDING ACHIEVER

ESG Achievement Awards 2020 by Institute of ESG & Benchmark

• The Outstanding ESG Fund/ ETF – Diamond*

*Awarded to Sun Life Asset Management (HK) Limited 

Sing Tao Service Awards 2020 - Sing Tao Daily

• Qualifying Deferred Annuity Policy

Banking & Finance Awards 2020 by Sky Post

• Excellence Award for Digital Promotion Strategy – Insurance Service

Insurance Excellence Awards 2020 by iMoney Magazine

• Best Retirement Planning

HR Distinction Awards 2020

• HR Grand Winner
• Employer of the Year
• Excellence in Employee Engagement – Gold
• Excellence in HR Strategic Planning – Gold
• Excellence in Talent Management – Gold
• Excellence in Employee Wellbeing – Silver
• Excellence in Employee Work-Life Balance – Silver
• Excellence in Crisis Management – Silver
• Excellence in Employee Caring – Bronze

CTgoodjobs - Best HR Awards 2020

• Employer of the Year - Grand
• Best Corporate Wellbeing Programme Award – Grand
• Best Talent Management Strategy Award – Platinum
• The Perfect Office Award – Platinum

5th Asia Trusted Life Agents and Advisers Awards 2020

• Insurance Company of the Year
• Young Executive of the Year
• Lifetime Achievement Award

IFPHK Financial Education Leadership Awards cum Accredited Professional Financial Planning Firm 2020

• Corporate Financial Education Leadership – Gold Award
• Corporate Financial Education Leadership for the Best Advocate
• Accredited Professional Financial Planning Firm

ET Net FinTech Awards 2020

• Outstanding Group Health Insurance Mobile Apps

MPF Awards

BENCHMARK MPF of the Year Awards 2020

Grand Award

Brand of the Year

Campaign of the Year

MPF Capability Awards - Campaign of the Year

Intermediary of the Year

MPF Capability Awards - Intermediary of the Year (Internal)

Best-in-class

Top MPF Fund Awards - Lifestyle - (>20-40% Equity)

Top MPF Fund Awards - Lifestyle - (>40-60% Equity)

Top MPF Fund Awards - Lifestyle - (>60-80% Equity)

Top MPF Fund Awards - Hong Kong Equity

Top MPF Fund Awards - Hong Kong Equity (Index Tracking)

Top MPF Fund Awards - Default Investment Strategy - Core Accumulation Fund

MPF Capability Awards - Intermediary Support

Outstanding achiever

Top MPF Fund Awards - Hong Kong Equity

MPF Capability Awards - Investor Education

MPF Capability Awards - Member Servicing

Source: BENCHMARK  MPF Capability Awards received are based on the qualitative methodology and tools determined by BENCHMARK. Top MPF Awards received are based on performance data provided by Refinitiv to BENCHMARK between October 1, 2019 and September 30, 2020. For details of source and assessment criteria, please refer to

https://2020.benchmark.exchange/awards-asset-management/result-announcement-2020/ .

Bloomberg Businessweek (Chinese Edition) Top Fund Awards 2020 Hong Kong

Best Performer

• Equity - Hong Kong (MPF - 1 Year)
• Mixed Allocation - Moderate (MPF - 5 Years)
• Equity –  Hong Kong (MPF - 5 Years)
• Mixed Allocation - Growth (MPF - 10 Years)
• Mixed Allocation - Moderate  (MPF - 10 Years)
• Equity - Hong Kong (MPF - 10 Years)

Outstanding Performer

• Equity - Hong Kong (MPF - 1 Year)
• Equity - Asian Pacific (MPF - 1 Year)
• Guaranteed Fund (MPF - 1 Year)
• Equity - Hong Kong (MPF - 5 Years)
• Guaranteed Fund (MPF - 5 Years)
• Mixed Allocation - Growth (MPF - 5 Years)
• Equity - Asian Pacific (MPF - 10 Years)

 Source: Bloomberg Businessweek (Chinese edition) Top Fund Awards 2020 Hong Kong. Award criteria please visit: http://www.bbwhkevent.com.  The Awards apply a Bloomberg data-driven and performance-based methodology evaluating funds subject to asset class categories to identify the best performing funds. All assessments are based on market figures and historical data available on the Bloomberg Terminal.

Economic Digest - The Outstanding Brand Awards 2020

• The Outstanding Brand Awards - Excellence Award
• MPF Management Service Provider

MPF Ratings’ 2020 MPF Scheme Ratings and Awards

• Employers' Choice
• Gold Rated Scheme
• Three Bronze Rated Schemes
• 5 Year Consecutive Gold Rating
• Fast Mover
• 5 Year Consistent Performer – Equity Fund (HK & China)
• 5 Year Consistent Performer – Mixed Asset Fund (41-60)
• 5 Year Consistent Performer – Mixed Asset Fund (61-80)
• 10 Year Consistent Performer – Equity Fund (HK & China)
• 10 Year Consistent Performer – Mixed Asset Fund (21-40)
• 10 Year Consistent Performer – Mixed Asset Fund (41-60)
• 10 Year Consistent Performer – Mixed Asset Fund (61-80)
• 10 Year Consistent Performer – Mixed Asset Fund (81-100)

Source: MPF Ratings’ 2020 MPF Scheme Ratings and Awards. For Scheme Ratings and Awards assessment criteria please visit: https://www.mpfratings.com.hk/ratings-and-awards.

2020 Refinitiv Lipper Fund Awards

• Equity Hong Kong - 5 Years
• Equity Hong Kong - 10 Years
• Mixed Asset HKD Aggressive - 5 Years
• Mixed Asset HKD Aggressive - 10 Years
• Mixed Asset HKD Balanced - 10 Years

Source:  Lipper Fund Award website at https://www.lipperfundawards.com/Awards/HongKong. The results are based on the consistent returns and qualitative assessments of constitute funds as at 31 December 2019.

The 10th BENCHMARK Wealth Management Awards

• Insurance Company of the Year
• Human Capital Development - BEST-IN-CLASS
• Mobile Technology - BEST-IN-CLASS
• Whole-Life Insurance - BEST-IN-CLASS
• Client Digital Experience - OUTSTANDING ACHIEVER
• Client Support - OUTSTANDING ACHIEVER
• HealthCare Product - OUTSTANDING ACHIEVER

The Hong Kong Sustainability Award 2018/2019 by the Hong Kong Management Association

• Certificate of Excellence

Banking & Finance Awards 2019 - Sky Post

• Excellence Award for Promotion Strategy – Insurance Services

Top 3 of The Hong Kong Insurance Awards 2019

• Outstanding Claims Management Award – Life Insurance
• Most Innovative Product / Service Award – Life Insurance (Wealth)
• Outstanding MPF/Employees' Benefit Product/Service Award
• Outstanding Young Professional of the Year – Intermediary

Insurance Excellence Awards 2019 by iMoney Magazine

• Best CSR

HR Distinction Awards 2019

• Silver Award for Excellence in Talent Management

CMO Asia Awards 2019

• Asia’s Best Brand

HR Asia Awards 2019

• Best Companies To Work For In Asia

Financial Institution Awards 2019 by Bloomberg Businessweek/Chinese Edition (Insurance Sector )

• Excellence Award - Educational Fund
• Excellence Award - Claims Management
• Excellence Award - Integrated Marketing (Product)
• Outstanding Award - Brand of the Year
• Outstanding Award - InsurTech Company of the Year
• Outstanding Award - Mobile Usability
• Outstanding Award - Training Academy of the Year

Mob-Ex Awards 2019

• Silver Award for Best App – Insurance Services
• Bronze Award for Best App – Financial Services

IFPHK Financial Education Leadership Awards cum Accredited Professional Financial Planning Firm 2019

• Accredited Professional Financial Planning Firm
• Corporate Financial Education Leadership – Gold Award

Economic Digest - The Outstanding Brand Awards 2019

• The Outstanding Brand Awards - Excellence Award
• MPF Management Service Provider

MPF Awards

BENCHMARK Fund of the Year Awards 2019

GRAND AWARD

• MPF Provider of the Year Award

BEST-IN-CLASS

• Top MPF Awards - Hong Kong Equity
• Top MPF Awards - Lifestyle - (>20-40% Equity)
• Top MPF Awards - Lifestyle - (>40-60% Equity)
• Top MPF Awards - Lifestyle - (>60-80% Equity)

OUTSTANDING ACHIEVER

• Capability Awards - Member Servicing
• Capability Awards - Investor Education
• Capability Awards - Intermediary of the Year (Internal)

Source: BENCHMARK Capability Awards received are based on the qualitative methodology and tools determined by BENCHMARK. Top MPF Awards received are based on performance data provided by Refinitiv to BENCHMARK between October 1, 2018 and September 30, 2019. For details of source and assessment criteria, please refer to https://benchmark.exchange/hk/asset-management/mpf-result-announcement-2019.

Bloomberg Businessweek (Chinese Edition) Top Fund Awards 2019 Hong Kong

Best Performer

• Mixed Allocation – Growth (MPF – 10 Years)

Outstanding Performer

• Equity - Hong Kong (MPF – 5 years)
• Equity - Hong Kong (MPF – 10 years)

Source: Bloomberg Businessweek (Chinese edition) Top Fund Awards 2019. Award criteria please visit: http://www.bbwhkevent.com

2019 Lipper Fund Awards from Refinitiv

• Equity Hong Kong - 10 Years
• Mixed Asset HKD Aggressive - 3, 5, 10 Years
• Mixed Asset HKD Balanced - 5, 10 Years

Source: Lipper Fund Award website at https://www.lipperfundawards.com/Awards/HongKong.The results are based on the consistent returns and qualitative assessments of constitute funds as at 31 December 2018.

MPF Ratings – The 2019 MPF Awards

• 2019 Employers' Choice
• 5 Year Consecutive Gold Rated Scheme
• Gold Rated Scheme
• Sliver Rated Scheme
• Two Bronze Rated Schemes
• Best Member Servicing
• 5 Year Consistent Performer – Equity Fund (HK & China)
• 5 Year Consistent Performer – Mixed Asset Fund (41-60)
• 5 Year Consistent Performer – Mixed Asset Fund (61-80)
• 10 Year Consistent Performer – Equity Fund (HK & China)
• 10 Year Consistent Performer – Mixed Asset Fund (21-40)
• 10 Year Consistent Performer – Mixed Asset Fund (41-60)
• 10 Year Consistent Performer – Mixed Asset Fund (61-80)
• 10 Year Consistent Performer – Mixed Asset Fund (81-100)

Source: MPF Ratings Limited’s website at https://www.mpfratings.com.hk/ratings-and-awards/. The ratings and awards are based on the constituent funds’ investment and performance, fees and charges, and qualitative assessment as at 31 December 2018.