Leading Wealth Management Platform Recognizes
Industry's Top Asset Managers for Strong & Index-Beating
Performances in 2023
BERWYN,
Pa., May 3, 2024 /PRNewswire/ -- Envestnet,
Inc. (NYSE: ENV) has announced its list of finalists for the 2024
Asset Manager of the Year Awards. Now in its 20th year, the awards
program recognizes high-conviction portfolio managers who exemplify
excellence in investment management practices in varied economic
environment and market conditions.
This year's award winners will be announced and recognized at
Envestnet Elevate 2024. For more information, please visit
https://www.envestnet.com/event/elevate/.
To qualify for consideration, investment strategies must have
existing research and due diligence coverage by Envestnet | PMC's
28-member research and due diligence team. Nominees are sourced
from a wide roster of SMAs, mutual funds, ETFs and model portfolios
that are broadly accessible to financial advisors on the Envestnet
platform.
"Each year this program allows us to spotlight the many
exceptional portfolio managers and funds that are delivering
results for advisors and their clients on Envestnet's
industry-leading Wealth Management Platform. This year's finalists
have truly earned their recognition by consistently setting new
standards for the investment industry, amid a changing investment
landscape," said Dana D'Auria, CFA, Co-Chief Investment Officer
and Group President of Envestnet Solutions. "The finalists for
the 2024 Asset Manager of the Year Awards have demonstrated
remarkable ingenuity and performance against the backdrop of an
interest-rate sensitive, and, at times volatile, market
environment, and we look forward to announcing the winners at this
year's Elevate conference."
The finalists were selected from a pool of top-tier portfolio
managers using Envestnet's proprietary multi-factor evaluation
methodology, which considers qualitative and quantitative criteria
such as performance, investment process and style, composite, firm
profile, tax efficiency, and customer service, among many other
aspects of a manager's strategy and business.
Finalists for the 2024 Asset Manager of the Year Awards are:
Large Cap Equity
- Jennison Large Cap Growth Equity SMA
- Columbia Contrarian Core Managed Account
- ClearBridge Large Cap Growth ESG
- John Hancock AM Fundamental Large Cap Core
Small/SMID/Mid Cap
- Principal Aligned Mid Cap
- Fuller & Thaler Behavioral Small-Cap Equity
- Baron Small Cap Fund
- Principal Edge SMID Dividend Income
Global, International, Emerging Market
- Causeway International Value ADR Strategy
- Brandes International Equity ADR SMA
- PGIM International Opportunities Fund
Specialty
- Baron Real Estate Fund (BREIX)
- Zevenbergen Growth Equity SMA
Fixed Income
- AB Tax Aware Fixed Income Managed Account
- BBH Intermediate Municipal Bond Fund (BBIIX)
- PIA Intermediate Core Plus Strategy
Sustainable
- Brown Advisory Large Cap Sustainable Growth Strategy
- ClearBridge Large Cap Growth ESG
- TIAA-CREF Core Impact Bond Fund
Liquid Alternatives
- Eaton Vance Global Macro Absolute Return Advantage Fund
(EGRIX)
- Vanguard Market Neutral (VMNIX)
Multi-Asset Strategist
- GLOBALT innovatETF Portfolios
- Sage Advisory ETF Portfolios
Award winners in each category, including Asset Manager of the
Year, will be announced by Envestnet | PMC leaders Erik Preus, Group Head of Investment Solutions;
Brooks Friederich, Principal
Director, Investment Solutions Strategy; and Todd Rais, Principal Director of Research at
Envestnet's annual Elevate conference in Phoenix, May 14-15,
2024. For more information and to register for Elevate,
visit www.Envestnet.com/Elevate.
About Envestnet
Envestnet is helping to lead the growth of wealth managers and
transforming the way financial advice is delivered through its
ecosystem of connected technology, advanced insights, and
comprehensive solutions – backed by industry-leading service and
support. Serving the wealth management industry for 25 years with
more than $5.8 trillion in platform
assets—more than 108,000 advisors, 16 of the 20 largest U.S. banks,
48 of the 50 largest wealth management and brokerage firms, more
than 500 of the largest RIAs -- thousands of companies, depend on
Envestnet technology and services to help drive business growth and
productivity, and better outcomes for their clients. Data as of
12/31/2023.
Envestnet refers to the family of operating subsidiaries of the
public holding company, Envestnet, Inc. (NYSE: ENV). For a deeper
dive into how Envestnet is shaping the future of financial advice,
visit www.envestnet.com. Stay connected with us for the latest
updates and insights on LinkedIn and X (@ENVintel).
MEDIA CONTACTS:
Amy Norcini
Envestnet
Amy.Norcini@envestnet.com
Andrew Jennings | JConnelly for
Envestnet
envestnetpr@jconnelly.com
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SOURCE Envestnet, Inc.