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September 9, 2021
Ziegfeld BallroomNew York

Asset Managers

Profile

Alternatives

★ WINNER:  Hercules Investments: Systematic Volatility Trading Strategies

361 Capital: Alternatives Campaign
iCapital Network: iCapital Vintage Program
Westwood Holdings Group, Inc: Alternative Income Fund


Chief Marketing Officer of the Year

★ WINNER:  Fiduciary Trust Company: Todd H. Eckler

ARK Investment Management: Sebastian Benkert
Black Creek Group: Heather Grubbs
First Ascent Asset Management: Ben Sullivan
Milliman Financial Risk Management: Matt Kaufman


Client Experience Initiative

★ WINNER:  State Street Global Advisors: Model Portfolio Solutions

Janus Henderson Investors: Clarity Camaraderie and Communication Program
Northern Trust Asset Management: Holistic Advice and Tools


Corporate Social Responsibility/Diversity

★ WINNER:  Ayco: Professional Development for Underrepresented Groups

361 Capital: 9/11 Heroes Run
Bailard: Charitable Foundation
Financial Advocates: PIP Program
Gerber Kawasaki Wealth & Investment Management: Diversity and Wealth Building Programs
Guggenheim Investments: Impact Service Campaigns
Janus Henderson Investors: Junior Achievement Titan Partnership
Macquarie Investment Management, US: Diversity and Inclusion Program


ETF Strategists

★ WINNER:  CLS Investments: Direct Indexing

iSectors, LLC.: Enhanced Allocation Series


ETFs

★ WINNER:  Innovator ETFs: Defined Outcome ETFs

ARK Investment Management: Innovation ETF Suite
Blue Tractor Group: Shielded Alpha
IndexIQ: ESG ETF Suite
Merlyn.AI Corporation: ETF Design


New Product Development

★ WINNER:  Fidelity Investments: HSA for Advisors

American Century Investments: Semi-transparent Active ETFs
Charles Schwab Investment Management (CSIM): Fixed Income ETF Launch
Innovator ETFs: Defined Outcome ETFs
Morningstar Investment Management, LLC: ESG Portfolios
Orion Portfolio Solutions: Biotech Investment Strategies
Resources Investment Advisors - A One Digital Company: Personalized Portfolios
SoFi: Zero-fee Index ETFs
WBI Technologies: WBI Cy


Separate Accounts

★ WINNER:  Orion Portfolio Solutions: Direct Indexing

Just Invest: Post-tax Performance Reporting


✪ Social Media Leadership

★ WINNER:  ARK Investment Management: FYI Podcast

361 Capital: Social Media Campaign


Socially Responsible Investing (SRI)/Impact Investing

★ WINNER: Just Invest: ESG Reporting

Envestnet | PMC: Impact Global Climate Quantitative Portfolio
Fiduciary Trust International: Gender Inclusion
John Hancock Investment Management: Climate Change
Rowling & Associates: InStrategy for Advisors
Uncommon Giving: Direct Indexing for Donor Advised Fund


Thought Leadership Advisor Education

★ WINNER:  Carson Group: The SECURE Act: Advisor Resources Campaign

Columbia Threadneedle Investments: Investor Behavior Guide
First Ascent Asset Management: Navigator Investor Education Resource Center
Franklin Templeton: Franklin Templeton Thinks
Guggenheim Investments: Active vs. Passive in Fixed Income
Hartford Funds: Improving Team Efficiency
Janus Henderson Investors: Uncertainty Campaign
John Hancock Investment Management: Putting Market Volatility in Context
Morningstar Investment Management, LLC: Simple, but Not Easy Podcast


Thought Leadership Product Enhancement

★ WINNER: SpiderRock Advisors: Portfolio Hedging Solutions Suite

Greenbacker Capital: Data Analytics and Engineering Platform

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