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Asset Managers

  • Alternatives
  • Chief Executive Officer Of The Year
  • Chief Marketing Officer Of The Year
  • Client Experience Initiative
  • Corporate Social Responsibility
  • Digital Marketing Campaign Of The Year
  • Diversity, Equity And Inclusion
  • ETFs
  • Fixed Income
  • Model Marketplaces
  • New Product Development
  • Real Estate (Including Reits)
  • Separate Accounts
  • Social Media Leadership
  • Socially Responsible Investing (Sri) / Impact Investing
  • Thought Leadership Advisor Education Content
  • Thought Leadership Advisor Education Initiative
  • Thought Leadership Product Enhancement
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Dedicated to the pursuit of excellence in everything we do, Cohen ; Steers is the leading global investment manager specializing in real assets and alternative income, focused on delivering diversification, alpha and income. Our teams are relentless in their drive to provide superior investment solu

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Finalists

StepStone Conversus LLC
Private Markets for HNW Investors

Finalists

ARK Invest
Cathie Wood
Ethic
Doug Scott
First Ascent Asset Management
Scott MacKillop
Innovator Capital Management (Innovator ETFs)
Bruce Bond
VanEck
Jan van Eck

Finalists

Nuveen Investments
Marty Willis
Milliman Financial Risk Management
Matt Kaufman

Finalists

State Street Global Advisors
Using Behavioral Coaching to Build Investor Resilience
Russell Investments
Advisor-Client Conversation Tools

Finalists

Natixis
Corporate Social Responsibility Programs
Mondrian Investment Partners
Carbon Offsetting Initiative
Janus Henderson Investors
JA Titan
Greenbacker Capital
The Pollinator Project
Chicago Capital
Chi-Cap in the Community
Bay Street Capital Holdings
Renewable Energy, Impact, DEI

Finalists

PGIM
New Economic Reality Educational Campaign
Nationwide
A New Approach to Income Generation
Cohen & Steers
Infrastructure Campaign
AberdeenStandard Investments
Precious Metals’ Place in a Portfolio
Laserfiche
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Laserfiche is the leading SaaS provider of intelligent content management and business process automation for highly regulated industries such as wealth management, banking and insurance. Through powerful workflows, electronic forms, document management and analytics, the platform accelerates how bu

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Dedicated to the pursuit of excellence in everything we do, Cohen ; Steers is the leading global investment manager specializing in real assets and alternative income, focused on delivering diversification, alpha and income. Our teams are relentless in their drive to provide superior investment solu

…
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Beacon Pointe
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Beacon Pointe Advisors is a multi-billion-dollar registered investment adviser headquartered in Newport Beach, California, with offices and clients located nationally. Clients have long relied on Beacon Pointe’s professional advisors to help determine investment goals, establish asset allocation gui

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Beacon Pointe
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Beacon Pointe Advisors is a multi-billion-dollar registered investment adviser headquartered in Newport Beach, California, with offices and clients located nationally. Clients have long relied on Beacon Pointe’s professional advisors to help determine investment goals, establish asset allocation gui

…
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Beacon Pointe
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Beacon Pointe Advisors is a multi-billion-dollar registered investment adviser headquartered in Newport Beach, California, with offices and clients located nationally. Clients have long relied on Beacon Pointe’s professional advisors to help determine investment goals, establish asset allocation gui

…
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Beacon Pointe
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Beacon Pointe Advisors is a multi-billion-dollar registered investment adviser headquartered in Newport Beach, California, with offices and clients located nationally. Clients have long relied on Beacon Pointe’s professional advisors to help determine investment goals, establish asset allocation gui

…
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Finalists

Zabo
Cryptocurrency Portfolio Dashboard for Financial Advisors
Zabo
Cryptocurrency Portfolio Dashboard for Financial Advisors
YCharts
Custom Securities Tool
XY Planning Network
Virtual Internship Program
Whealthcare Planning
The Realities, Opportunities, And Risks Associated With Diminished Capacity
Wells Fargo Asset Management
Remi Customized SMA Platform
WealthForge
Altigo: Alternative Investments in Good Order
Wealth Enhancement Group
Jeff Dekko
Wealth Enhancement Group
Jeff Dekko, CEO

Finalists

VanEck
BUZZ Social Sentiment ETF
T. Rowe Price
Active (Shielded) ETFs
SoFi
Weekly Income ETF (TGIF)
Simplify ETFs
New ETFs
NextFins, LLC
India Financial Services ETF (INDF)
Nationwide
Risk-Managed Income ETF
Innovator Capital Management (Innovator ETFs)
Defined Outcome ETFs
Defiance ETFs
SPAC ETF
Adasina Social Capital
Adasina Social Justice Public Equities ETF (JSTC)

Finalists

Thornburg Investment Management
Fixed Income Platform
Fidelity Investments
Bond Beacon

Finalists

Strategy Marketplace
Tactical Robo Advisory TAMP Platform
Riskalyze
Riskalyze Partner Store Enhancements
Orion Advisor Solutions
Orion Communities
Market Guard
Model Portfolio Platform

Finalists

StepStone Conversus LLC
Conversus StepStone Private Markets Fund
Simplify ETFs
New ETFs
QMA
PGIM Quant Select
Janus Henderson Investors
AAA CLO ETF (JAAA) Product Launch
IndexIQ
Dual Impact “HART” ETF
Hamilton Lane
Global Private Assets Fund (GPA)
American Portfolios Financial Services, Inc.
ThemeCatcher
AlphaTrAI
Select Ai Fund
Adhesion Wealth
Personal Indexes with ESG Overlay

Finalists

RealVantage
Real Estate Investor Platform
Cohen & Steers
Pandemic Real Estate Impacts

Finalists

Wells Fargo Asset Management
Remi Customized SMA Platform
SAM: Smartleaf Asset Management
Robo Subadvisory Rebalancing Service
QMA
PGIM Quant Select

Finalists

John Hancock Investment Management
Practice Management in a Virtual World
Columbia Threadneedle
Back to Normal Index

Finalists

State Street Global Advisors
Into the Mainstream: A Turning Point for ESG
SEI
Personalization and SRI for Passive Investing
Guggenheim Investments
Guggenheim’s Sustainability Quotient Research Studies
Ethic
Impact Reporting
Envestnet | PMC
Impact Investing Curriculum
Bailard
Small Cap Value ESG Strategy
AXS Investments
AXS Sustainable Income Fund
Adasina Social Capital
Adasina Social Justice Public Equities ETF (JSTC)

Finalists

Russell Investments
Advisor-Client Conversation Tools
Macquarie Asset Management
Sharpe Advisor
Carson Group
Framework Advisor Podcast
Black Creek Group
Real Estate University

Finalists

Russell Investments
Advisor-Client Conversation Tools
Macquarie Asset Management
Sharpe Advisor
Carson Group
Framework Advisor Podcast
Black Creek Group
Real Estate University

Finalists

SpiderRock Advisors
Exchange Fund Replication
Morningstar Inc.
Analyst Ratings for Model Portfolios
Hawthorn, PNC Family Wealth®
Thematic Investing at Hawthorn

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