Awards

Sing Tao Service Awards 2021 - Sing Tao Daily

  • Deferred Annuity Policy
  • MPF

The Hong Kong Council of Social Service

  • Caring Company 20th consecutive year (2002-2022)

01 Gold Medal Awards – HK01

  • Excellence Award of Retirement Plans

Loyalty & Engagement Awards 2022 by Marketing-Interactive

  • Best Omni-Channel Strategy – Silver Award
  • Best Social Media Strategy – Bronze Award

MPF Awards

"The 2022 MPF Awards" by MPF Ratings

  • Gold Rated Scheme
  • Three Bronze Rated Schemes
  • 5 Year Consecutive Gold Rating
  • Fast Mover
  • Socially Responsible
  • 1 Year Consistent Performer - Bond Fund (Global)
  • 5 Year Consistent Performer - Mixed Asset Fund (61-80% Equity)
  • 10 Year Consistent Performer - Mixed Asset Fund (21-40% Equity)
  • 10 Year Consistent Performer - Mixed Asset Fund (41-60% Equity)
  • 10 Year Consistent Performer - Mixed Asset Fund (61-80% Equity)
  • 10 Year Consistent Performer - Equity Fund (Asia)

Hong Kong 2022 Refinitiv Lipper Fund Awards

  • Best Group Award - Overall
  • Best Group Award - Equity

The awards recognize mutual funds and fund families from across all asset classes, including equity, bond, mixed-asset, commodity and alternatives, with additional awards presented to pension funds and exchange-traded funds in specific fund award universes.

  • Mixed Asset HKD Aggressive - 3, 5 and 10 years
  • Mixed Asset HKD Balanced - 10 years
  • Mixed Asset HKD Conservative - 10 years

AmCham Women of Influence Awards 2021

  • Best Company for Women

HKMA 60th + 1 Anniversary Celebration cum Hong Kong Sustainability Award Presentation Ceremony

  • Most Respected Organizations Award

BENCHMARK Wealth Management Awards 2021

  • Social Media Engagement - Outstanding Achiever 

IFPHK Financial Education Leadership Awards 2021

  • Corporate Financial Education Leadership – Gold Award

Now BNC Leadership Business Award 2021

  • Financial Insurance Award of Excellence

The Hong Kong Insurance Awards 2021 by the Hong Kong Federation of Insurers

  • Outstanding Financial Education Award – Top 3 

The Sixth Annual WealthBriefingAsia Greater China Awards

  • Insurance Product or Offering For UHNW Families

01 Gold Medal Awards – HK01

  • Excellence Award of Retirement Plans
  • Excellence Award of Saving Insurance Products

The Institute of Financial Planners of Hong Kong

  • IFPHK Accredited Professional Financial Planning Firm 2021

The Investor and Financial Education Council

  • Financial Education Champion Award 2021

The Hong Kong Council of Social Service

  • Caring Company 19th consecutive year (2002-2021)

MPF Awards

BENCHMARK MPF of the Year Awards 2021 

Grand Award

  • Sponsor of the Year

Intermediary Award

  • Intermediary of the Year

BEST-IN-CLASS

  • Sponsor Awards - Investor Education Award
  • Sponsor Awards - Intermediary Support Award
  • Top MPF Fund Awards - Hong Kong Equity
  • Top MPF Fund Awards - Lifestyle - (>20-40% Equity)
  • Top MPF Fund Awards - Lifestyle - (>40-60% Equity)
  • Top MPF Fund Awards - Lifestyle - (>60-80% Equity)

OUTSTANDING ACHIEVER

  • Trustee Awards - Member Servicing

Bloomberg Businessweek (Chinese Edition) Top Fund Awards 2021 Hong Kong

Best Performer

  • Mixed Allocation - Growth Fund (MPF - 1 Year)
  • Equity - Hong Kong Fund (MPF - 1 Year)
  • Mixed Allocation - Growth Fund (MPF - 5 Years)
  • Equity - Hong Kong Fund (MPF - 5 Years)
  • Fixed Income - Global Fund (MPF - 5 Years)
  • Guaranteed Fund (MPF - 5 Years)
  • Mixed Allocation - Growth Fund (MPF - 10 Years)
  • Equity - Hong Kong Fund (MPF - 10 Years)
  • Fixed Income - Global Fund (MPF - 10 Years)

Outstanding Performer

  • Mixed Allocation - Balanced Fund (MPF - 1 Year)
  • Equity - Asia Pacific Fund (MPF - 1 Year)
  • Equity - Hong Kong Fund (MPF - 1 Year)
  • Fixed Income - Global Fund (MPF - 1 Year)
  • Mixed Allocation - Balanced Fund (MPF - 5 Years)
  • Mixed Allocation - Moderate Allocation Fund (MPF - 5 Years)
  • Equity - Hong Kong Fund (MPF - 5 Years)
  • Mixed Allocation - Balanced Fund (MPF - 10 Years)
  • Mixed Allocation - Balanced Fund (MPF - 10 Years)
  • Mixed Allocation - Moderate Allocation Fund (MPF - 10 Years)
  • Equity - Hong Kong Fund (MPF - 10 Years)

"The 2021 MPF Awards" by MPF Ratings

  • MPF Scheme of the Year
  • Gold Rated Scheme
  • Silver Rated Scheme
  • Two Bronze Rated Schemes
  • 5 Year Consecutive Gold Rating
  • Fast Mover
  • 1 Year Consistent Performer – Mixed Asset Fund (21-40% Equity)
  • 5 Year Consistent Performer – Mixed Asset Fund (61-80% Equity)
  • 10 Year Consistent Performer – Mixed Asset Fund (21-40% Equity)
  • 10 Year Consistent Performer – Mixed Asset Fund (41-60% Equity)
  • 10 Year Consistent Performer – Mixed Asset Fund (61-80% Equity

2021 Refinitiv Lipper Fund Awards

  • Group Award - Overall
  • Group Award -Equity 
  • Equity Hong Kong - 3 Years
  • Mixed Asset HKD Aggressive - 3 Years
  • Mixed Asset HKD Aggressive - 5 Years
  • Equity Hong Kong - 10 Years
  • Mixed Asset HKD Aggressive - 10 Years
  • Mixed Asset HKD Balanced - 10 Years

 

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

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)

 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)

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