AIA Investment Management clinches two accolades at Insurance Asia Awards 2024

Its Stewardship Funds have performed well against peers despite recent volatility.

AIA Investment Management (AIAIM), the investment arm of leading pan-Asian life insurer AIA Group, has been bestowed with two major titles at the Insurance Asia Awards 2024 for its Stewardship Funds that have empowered customers’ financial wellbeing: Global Stewardship Funds of the Year - Singapore, and Strategic Partnership of the Year - Singapore.

The flagship AIA Elite strategy was first launched as an investment-linked policy by AIA Singapore in July 2019 and forms part of the Stewardship Funds. This innovative offering aims to nurture the long-term, sustainable growth of AIA customers’ investments to help them realise their financial goals. This is accomplished through AIA’s long-standing partnerships with world-class investment managers who are strongly aligned with AIA customers’ objectives and AIA’s investment philosophy of being long-term investors. 

The launch of this strategy was prompted by AIA’s assessment that investors in Asia are diligent savers, but often lack the confidence to make long-term investment commitments. The AIA Elite strategy was designed to address two key challenges: customers’ tendency to chase short-term returns based on market trends and the need for professional oversight to keep investment portfolios on track for consistent long-term performance aligned with their goals. 

The AIA Elite strategy offers three diversified global portfolios with varying allocations across fixed income and equities: Conservative, Balanced, and Adventurous. This allows customers to closely align their investments with their objectives and risk tolerance, helping them navigate different market cycles whilst avoiding common investment pitfalls that may result in suboptimal returns.

The strategy, which has been adopted by other AIA markets, remains one of the top-selling Stewardship Funds, and is invested mainly into the AIA Elite Adventurous Fund (SGD) and AIA Elite Balanced Fund (SGD), returning 8.50% p.a. and 4.51% p.a. since inception¹ respectively, as of end May 2024. AIA Singapore has launched two more Stewardship Funds that have a dual focus on income generation and potential capital appreciation. 

The Insurance Asia Awards celebrate the success of insurance companies and their asset management arms in redefining traditional boundaries, embracing innovation, and leaving a lasting positive impact on their customers and the industry.

¹Inception date of AIA Elite Adventurous Fund (SGD) 24/7/2019; Inception date of AIA Elite Balanced Fund (SGD) 25/7/2019. Past performance is not indicative of future performance.

The Insurance Asia Awards is presented by Insurance Asia Magazine. To view the full list of winners, click here. If you want to join the 2025 awards programme and be acclaimed for your company's significant impact on its customers with exceptional products, services, and solutions in the insurance industry, please contact Julie Anne Nuñez at [email protected].