2024 Shortlist
The winners will be announced at an evening ceremony on June 18 2024, at the Metropolitan Club, New York, in front of their peers and the asset management sector.
The evening is the perfect opportunity to demonstrate to your clients that you are at the forefront of the asset management services community, all while networking with colleagues and peers and rewarding your team.
Asset Manager Sales, Marketing and Leadership Awards
Asset Manager Digital Tool of the Year
John Hancock Investment Management - Portfolio Insight
JP Morgan Asset Management - Guide to the Markets
ProFundCom - ProFundCom
Voya Financial - Advisor Dashboard
Asset Manager Podcast of the Year
FS Investments - FireSide Podcast Series
Guggenheim Investments - Macro Markets
JP Morgan Asset Management - Insights Now
VanEck - Trends With Benefits
Asset Manager Website of the Year
Allspring Global Investments
GQG Partners
PIMCO
Radiant Global Investors
Best DEI Initiative of the Year
John Hancock Investment Management
PGIM
Polen Capital
Thornburg Investment Management
Best ESG Asset Manager
Calvert
Ecofin
Radiant Global Investors
Xtrackers ETFs
Best Philanthropic Initiative
FS Investments
Natixis Investment Managers
Simplify Asset Management
Thornburg Investment Management
Content Marketing Strategy of the Year
Gabelli Funds
Goldman Sachs Asset Management
Guggenheim Investments
Innovator ETFs
Deal of the Year
ARK Invest acquires Rize ETFs
First Trust acquires Gyroscope Capital Management
Franklin Templeton acquires Putnam Investments
TCW acquires Engine No 1
Digital Marketing Campaign of the Year
Gabelli Funds
GraniteShares
Invesco
RexShares
Fund Innovation of the Year
Avantis Investors by American Century Investments
F/m Investments
JP Morgan Asset Management
Perpetual Asset Management
Fund Leader of the Year
Bryon Lake - ex-JP Morgan Asset Management
Christian Magoon - Amplify ETFs
Daniel Mahr - Federated Hermes
Dina DiLorenzo - Guggenheim Investments
Fund Marketer of the Year
Audrey Melville - Gabelli Funds
Dan Sondhelm - Sondhelm Partners
Jessica Fernandez - Calamos Investments
John Le - Cambiar Investors
PR Campaign of the Year
Dukas Linden
Keramas for Active ETFs
Lyceus Group
Mount and Nadler
Retirement Leader of the Year
Ascensus
Lincoln Financial
Principal
Voya
Social Media Leader of the Year
Alger
Nuveen
Thornburg Investment Management
VanEck
ETF Awards
The ETF performance awards will be judged based on 2023 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 2023.
Active ETF of the Year
Goldman Sachs Asset Management - Goldman Sachs Core Premium Income ETF
Infrastructure Capital Advisors - Virtus InfraCap US Preferred Stock ETF
T. Rowe Price - T.Rowe Price Blue Chip Growth ETF
TCW - TCW Transform Systems ETF
Alternative ETF of the Year
AGF Investments - AGF US Market Neutral Anti-Beta Fund
iM Global Partner Fund Management - iMGP DBI Managed Futures ETF
Innovator ETFs - Innovator Equity Defined Protection ETF
TrueShares - TrueShares Structured Outcome Sep ETF
Digital Assets ETF of the Year
Amplify ETFs - Amplify Transformational Data Sharing ETF
Bitwise - Bitwise Crypto Industry Companies ETF
ProShares - ProShares Bitcoin Strategy ETF
Volatility Shares - Volatility Shares 2x Bitcoin Strategy ETF
ESG/Impact ETF of the Year
CNIC Funds - CNIC ICE US Carbon Neutral Power Futures Index ETF
Impact Shares - Impact Shares YWCA Women's Empowerment ETF
KraneShares - KraneShares Global Carbon ETF
Morgan Stanley Investment Management - Calvert US Large-Cap Core Responsible Index ETF
ETF Innovation of the Year
Amplify ETFs - Amplify Samsung SOFR ETF
REX Shares - REX Shares FANG and Innovation Equity Premium ETF
Simplify Asset Management - Simplify MBS ETF
Tema ETFs - Tema Obesity and Cardiometabolic ETF
ETF of the Year
Avantis Investors by American Century Investments - Avantis US Small Cap Value ETF
BondBloxx ETFs - BondBloxx Bloomberg Six Month Target Duration US Treasury ETF
Columbia Threadneedle Investments - Columbia EM Core ex-China ETF
F/m Investments - US Treasury 3 Month Bill ETF
ETF Provider of the Year
Avantis Investors by American Century Investments
Innovator ETFs
JP Morgan Asset Management
Pacer ETFs
ETF Suite of the Year
F/m Investments - US Benchmark Series
GraniteShares - GraniteShares Leveraged Single-Stock ETFs
Innovator ETFs - Defined Outcome ETFs
Pacer ETFs - Cash Cows Index ETF Series
Fixed Income ETF of the Year
Angel Oak Capital Advisors - Angel Oak UltraShort Income ETF
BondBloxx ETFs - BondBloxx Bloomberg Six Month Target Duration US Treasury ETF
Columbia Threadneedle Investments - Columbia Multi-Sector Municipal Income ETF
F/m Investments - US Treasury 3 Month Bill ETF
Index Provider of the Year
Indxx Inc.
MarketVector Indexes
STOXX
VettaFi
Newcomer Active ETF of the Year
Aptus Capital Advisors - Aptus Large Cap Enhanced Yield ETF
Bancreek Capital Advisors - Bancreek US Large Cap ETF
GMO - GMO US Quality ETF
T. Rowe Price - T. Rowe Price Capital Appreciation Equity ETF
Newcomer ETF Firm of the Year
Calamos Investments
Madison Investments
Matthews Asia
Morgan Stanley Investment Management
Newcomer ETF of the Year
BondBloxx ETFs - BondBloxx USD High Yield Bond Sector Rotation ETF
Brandes Investment Partners - Brandes US Value ETF
Panagram ETFs - Panagram’s BBB-B CLO ETF
Simplify Asset Management - Simplify MBS ETF
Newcomer Fixed Income ETF of the Year
BondBloxx ETFs - BondBloxx USD High Yield Bond Sector Rotation ETF
JP Morgan Asset Management - JP Morgan Active Bond ETF
Madison Investments - Madison Short Term Strategic Income ETF
Morgan Stanley Investment Management - Calvert Ultra-Short Investment Grade ETF
Newcomer Sales Success of the Year - ETFs
JP Morgan Asset Managment - JP Morgan Global Select Equity ETF
Simplify Asset Management - Simplify MBS ETF
T. Rowe Price - Capital Appreciation Equity ETF
Xtrackers ETFs - Xtrackers USD High Yield BB-B ex Financials ETF
Newcomer Thematic ETF of the Year
JP Morgan Asset Managment - JP Morgan US Tech Leaders ETF
Roundhill Investments - Roundhill Generative AI & Technology ETF
Sprott Asset Management - Sprott Junior Uranium Miners ETF
Tema ETFs - Tema Obesity and Cardiometabolic ETF
Sales Success of the Year - ETFs
Avantis Investors by American Century Investments
Global X ETFs
JP Morgan Asset Management
Pacer ETFs
Thematic ETF of the Year
Amplify ETFs - Amplify Transformational Data Sharing ETF
Columbia Threadneedle Investments - Columbia EM Core ex-China ETF
Global X ETFs - Global X US Infrastructure Development ETF
Pacer ETFs - Pacer Data and Digital Revolution ETF
Mutual Fund Performance Awards
The mutual fund performance awards will be judged based on 2023 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 2023.
Active Equities Mutual Fund of the Year
Gabelli Funds - Gabelli Growth Fund
North Square Investments - North Square Dynamic Small Cap Fund
Vaughan Nelson Investment Management - Vaughan Nelson Small Cap Value Fund
Vontobel - Vontobel Global Environmental Change Fund
Active ESG Mutual Fund of the Year
1919 Investment Counsel - 1919 Socially Responsive Balanced Fund
DWS Group - DWS ESG Core Equity Fund
Macquarie Group - Delaware Climate Solutions Fund
Victory Capital - Victory Global Energy Transition Fund
Active Fixed Income Mutual Fund of the Year
Artisan Partners - Artisan High Income Fund
Franklin Templeton - Putnam Strategic Intermediate Municipal Fund
Loomis, Sayles & Company - Loomis Sayles Limited Term Government & Agency Fund
Polen Capital - Polen Opportunistic High Yield Fund
Alternative Mutual Fund of the Year
Abbey Capital - Abbey Capital Multi Asset Fund
Abraham Trading Company - Abraham Fortress Fund
Catalyst Funds - Catalyst Systematic Alpha Fund
Shelton Capital Management - Shelton Equity Income Fund
Multi-asset Mutual Fund of the Year
AlphaCentric Funds - AlphaCentric Strategic Income Fund
Bramshill Investments - Bramshill Income Performance Fund
Calamos Investments - Calamos Market Neutral Income Mutual Fund
Guggenheim Investments - Guggenheim Macro Opportunities Fund
Fund Director Awards
Independent Counsel of the Year
Karen Aspinall - Practus
John Loder - Ropes & Gray
David Blass and Jacqueline Edwards - Simpson Thacher & Bartlett
Eric Purple - Stradley Ronon
Newcomer Trustee of the Year
Jane Siebels - Blackstone Senior Floating Rate 2027 Term Fund
Dina Tantra - Heartland Funds
Frances Rathke - John Hancock Funds
James Jessee - Select Sector SPDR Trust
Small Board Trustee of the Year
Ira Cohen - Angel Oak Funds Trust
Jeff Smith - FundX Investment Trust
Daniel Kern - Green Century Funds
Trustee of the Year
Michael Clark - Cohen & Steers Funds
Kathryn Quirk - Harbor Funds
George Morriss - Neuberger Berman Funds
Kenneth Leibler - Putnam Funds
Lifetime Achievement Awards
The Hall of Fame
Fund Directions Lifetime Achievement
With Intelligence Lifetime Achievement
These categories will be announced at the ceremony and will be updated on the winners page after the awards.
Rising Star of Mutual fund Awards
Rising Star Awards
This category will be announced at the ceremony and will be updated on the winners page after the awards.