Winners
Recognising and rewarding outstanding performance in 2021. The winners are announced below.
Asset Manager Sales, Marketing and Leadership Awards
Sales and Marketing Excellence through the Covid-19 Pandemic
PGIM Investments
Asset Manager Digital Tool of the Year
AllianceBernstein - AllianceBernstein Digital CoachSM
Content Marketing Strategy of the Year
Vontobel Asset Management - Turning Stones blog
Social Media Leader of the Year
ARK Invest
Asset Manager Podcast of the Year
Alger - The Alger Podcast: Investing in Growth and Change
Digital Marketing Campaign of the Year
Schroders and Prosek Partners - Schroders and Prosek partnered ESG messaging paid media campaign
Asset Manager Website of the Year
WisdomeTree Investments
PR Campaign of the Year
MacMillan Communications - VanEck brand growth
Fund Innovation of the Year
Blackstone - Blackstone Private Credit Fund (BCRED)
Best ESG Asset Manager
Ninety One
Best DEI Initiative of the Year
Janus Henderson
Best Philanthropic Initiative
Polen Capital
Deal of the Year
GTCR and Reverence Capital Partners buying Wells Fargo Asset Management (now Allspring Global Investments)
Fund Marketer of the Year
Columbia Threadneedle Investments global head of marketing Suzanne Lieb
Retirement Leader of the Year
Ascensus
Fund Leader of the Year
Christine Hurtsellers, CEO, Voya Investment Management
ETF Awards
The ETF performance awards will be judged based on 2021 performance and flows. For the newcomer categories funds must be at least $25m in AUM, for the other categories funds must be at least $50m. Newcomer funds must have launched in 2021.
Fixed Income ETF of the Year
JP Morgan Asset Management - JP Morgan Ultrashort Income ETF
Newcomer Fixed Income ETF of the Year
Federated Hermes - Federated Hermes Short Duration Corporate ETF & Federated Hermes Short Duration High Yield ETF
Strategic Beta ETF of the Year
First Trust - First Trust Rising Dividend Achievers ETF (RDVY)
Newcomer Strategic Beta ETF of the Year
ASYMmetric ETFs - ASYMshares ASYMmetric S&P 500 ETF (ASPY)
Thematic ETF of the Year
Engine No. 1 - Transform Climate ETF (NETZ)
Newcomer Thematic ETF of the Year
Simplify Asset Management - Simplify Health Care ETF (PINK)
Active ETF of the Year
State Street Global Advisors - SPDR Blackstone Senior Loan ETF (SRLN)
Newcomer Active ETF of the Year
T. Rowe Price - T. Rowe Price U.S. Equity Research ETF (TSPA)
ESG/Impact ETF of the Year
IndexIQ - IQ Candriam ESG US Equity ETF (IQSU)
Newcomer ESG/Impact ETF of the Year
KraneShares - KraneShares California Carbon Allowance Strategy ETF (KCCA)
Newcomer Alternative ETF of the Year
Innovator ETFs - Innovator's Defined Wealth Shield ETF (BALT)
ETF of the Year
Pacer ETFs - Pacer US Cash Cows 100 ETF (COWZ)
Newcomer ETF of the Year
AXS Investments - AXS Astoria Inflation Sensitive ETF (PPI)
Newcomer ETF firm of the Year
Engine No.1
ETF Innovation of the Year
Wilshire Phoenix - wShares Enhanced Gold ETF (WGLD)
Sales Success of the Year - ETFs
Avantis Investors - Avantis US Small Cap Value ETF (AVUV)
Newcomer Sales Success of the Year - ETFs
Schwab Asset Management - Schwab International Dividend Equity ETF (SCHY) $174m inflows
ETF Suite of the Year
JP Morgan Asset Management - JP Morgan Active ETFs
Mutual Fund Performance Awards
The mutual fund performance awards will be judged based on 2021 performance and flows.
For the newcomer categories funds must be at least $25m in AUM, for the other categories funds must be at least $50m.
Newcomer funds must have launched in 2021.
Active equities mutual fund of the year *New for 2022*
Vaughan Nelson Investment Management - Vaughan Nelson Select Fund (VNSAX)
Active fixed income mutual fund of the year *New for 2022*
Macquarie Asset Management - Delaware National High Yield Municipal Bond Fund (DVHIX)
Newcomer Active equities mutual fund of the year *New for 2022*
GQG Partners - GQG Partners US Quality Dividend Income Fund
Active ESG mutual fund of the year *New for 2022*
Impax Asset Management - Pax Large Cap Fund (PXLIX)
Newcomer Active Fixed Income Mutual Fund of the Year *New for 2022*
SEI - tactical Offensive Enhanced Fixed Income Fund
Newcomer Active ESG Mutual Fund of the Year *New for 2022*
Ecofin - Ecofin Global Energy Transition Fund
Fund Director Awards
Trustee of the Year
Lorraine Monchak - Pioneer Funds
Independent Counsel of the Year
Mark Parise - Perkins Coie
Small Board Trustee of the Year
Kathleen Barr - William Blair Funds
Newcomer Trustee of the Year
Brian Reid - PGIM Funds
Lifetime Achievement Awards
Marty Wills
Fund Directions Lifetime Achievement
Micheal Van Buskrik
Rising Star Awards
Amrita Nandakumar - President at Vident Investment Advisory
Amy Roy - Ropes & Gray LLP
Brian Crowell - Stradley Ronon Stevens & Young, LLP
Caroline Griffin - BlackRock
Danius Giedraitis - J.P. Morgan Asset Management
Emilie Totten - Blue Horizon Software
J. Womack, CAIA - SEI
Jessica D. Cohn -Seward & Kissel
Julia Stoll - MacMillan Sullivan Communications
Melissa Gonzalez - PGIM Investments
Nathan Somogie - Simpson Thacher & Barlett
Sarah Mahmoud - SS&C
Talia Klein - BNY Mellon
Hall of Fame
Alger