At Envestnet, we are committed to providing advisors on our platform with access to a growing ecosystem of solutions and strategies for helping clients optimize their investment outcomes. We understand investment selection can be challenging, and advisors and investors alike need guidance on performing robust due diligence on asset managers.
To that end, we sponsor the annual Asset Manager of the Year Award with Investment Advisor magazine, the print publication of ThinkAdvisor.com. Now in their 18th year, these awards recognize high-conviction portfolio managers that go above and beyond in setting a positive example for others in the industry to emulate—from outperforming the markets to serving investors, and everything in between.
Just as advisors’ due diligence on prospective investment products and strategies should be robust and expansive, so too is the process for choosing award nominees. Envestnet | PMC developed a systematic, proprietary, and multi-factor methodology for selecting finalists from among thousands of managers, taking many qualitative and quantitative criteria into consideration. These criteria include investment process and style, composite, customer service, tax efficiency, performance, and firm profile. Eligible managers must be broadly available on the Envestnet platform and open to new investors—and must have at least three years of experience, and $200 million in assets under management.
The Asset Manager of the Year Award winners will be announced during the 2022 Envestnet Advisor Summit in Charlotte. All award recipients will be featured on ThinkAdvisor.com, and in print in an upcoming issue of Investment Advisor magazine.
Below is a list of the 2022 award nominees.
Capital Group—American Fund Bond Fund of America
Federated Hermes—Federated Hermes Total Return Bond Fund
Global, International, Emerging Market
Acadian Asset Management—Acadian International ADR SMA
J O Hambro Capital Management—J O Hambro Emerging Market Opportunities Fund
Large Cap Equity
Alley Company—Alley Dividend Portfolio
John Hancock Investment Management—Fundamental Large Cap Core
Raub Brock Capital Management—Raub Brock Dividend Growth
Wakefield Asset Management—Wakefield Large Cap Equity
AlphaSimplex Group, LLC—AlphaSimplex Managed Futures Strategy Fund
Capital Wealth Planning, LLC—Capital Wealth Enhanced Dividend Income Portfolio
Multi Asset Strategist
Sage—Sage Advisory Tactical ETF Strategy
SSI Investment Management—SSI Flexible Allocation Portfolio
Small, Smid, Mid Cap Equity
Congress Asset Management—Congress Mid Cap Growth
Geneva Capital Management—Geneva Mid Cap Growth
Impax Asset Management—Pax Small Cap
Tributary Capital Management—Tributary Small Cap
Lazard Asset Management—Lazard Global Listed Infrastructure Fund
Nuveen—Nuveen Preferred Securities & Income Fund
Schroders—Hartford Schroders International Stock Fund
Trillium Asset Management—Trillium ESG Small/Mid Cap Core Managed Account
In addition, one manager will be chosen from among the winners in the above categories to receive a special Manager of the Year Award for embodying excellence in asset management.
Join us in the Expo Hall at 6pm ET on May 11 during the happy hour in the Solutions Showcase Theater 2 for the awards ceremony.
We congratulate all finalists, and look forward to announcing the winners in Charlotte.
The information, analysis and opinions expressed herein are for informational purposes only and do not necessarily reflect the views of Envestnet. These views reflect the judgment of the author as of the date of writing and are subject to change at any time without notice. Nothing contained in this piece is intended to constitute legal, tax, accounting, securities, or investment advice, nor an opinion regarding the appropriateness of any investment, nor a solicitation of any type.