CHICAGO, May 20, 2016 /PRNewswire/ -- Envestnet, Inc.
(NYSE: ENV) and Investment Advisor magazine announced the
winners of the 12th Annual Separately Managed Account
(SMA) Manager and Strategist of the Year Awards yesterday during
the 2016 Envestnet Advisor Summit, currently taking place at the
Hilton Chicago (http://www.envestnet.com/advisorsummit).
Winning SMA managers from six categories were presented with
crystal statuettes on the second day of the Summit. Harding Loevner
was selected from among the winners as the overall SMA Manager of
the Year, an elite honor given to firms that exemplify investment
management excellence. All of the award recipients will be featured
in the July 2016 issue of
Investment Advisor.
"We congratulate Harding Loevner and the other winners for
demonstrating characteristics that enable their SMA strategies to
generate alpha over the long term," said Tim Clift, Chief Investment Strategist of
Envestnet | PMC (http://www.investpmc.com), Envestnet's
Portfolio Management Consultants group. "By calling attention to
these managers' disciplined investment management processes, and
other factors that drive their success, we and Investment
Advisor can help advisors better assess the growing selection
of SMA strategies available to their clients."
The winners are:
U.S. Equity Large Cap
Brown Advisory—Large Cap
Growth
Schafer Cullen—High Dividend Value Equity
U.S. Equity Small or Mid Cap
EARNEST Partners—Mid Cap
Value
Tributary Capital Management—Small Cap Equity
Institutional or Global Equity
Harding Loevner—Global
ADR
Fixed Income
Tom Johnson Investment
Management—Intermediate Fixed Income
Strategist
JAForlines—Global Tactical Solutions
Russell Investments—Multi-Asset Class Strategy
Impact
Boston Common Asset Management—International
Equity SRI
The award finalists and winners were chosen using the
systematic, proprietary, and multi-factor evaluation methodology
developed by Envestnet | PMC. The evaluation framework considers
performance, firm profile, customer service, investment process and
style, composite, tax efficiency, and other quantitative and
qualitative criteria. PMC's Premium Research solutions are leading
sources of investment manager due diligence for advisors.
To be eligible for an SMA Manager and Strategist of the Year
Award, a manager's product must be reported through PMC's research
applications, and have at least $200
million in assets. Entrant managers must also have
management teams with at least three years of experience running
their respective strategies.
"Harding Loevner and this year's other award winners continually
raise the bar for SMA managers," said Danielle Andrus, Executive Managing Editor of
Investment Advisor, who co-presented awards to the
winners with Mr. Clift. "Their strategies and products serve as
blueprints for sound, rules-based investment management that can
lead to outperformance, and this is important insight for advisors
to utilize when conducting manager due diligence."
About Envestnet | PMC
Envestnet, Inc. (NYSE:
ENV) is a leading provider of unified wealth management technology
and services to investment advisors. Our open-architecture
platforms unify and fortify the wealth management process,
delivering unparalleled flexibility, accuracy, performance, and
value. Envestnet solutions enable the transformation of wealth
management into a transparent, independent, objective, and
fully-aligned standard of care, and empower advisors to deliver
better outcomes.
Envestnet | PMC provides independent advisors, broker-dealers,
and institutional investors with the research, expertise, and
investment solutions—from due diligence and comprehensive manager
research to portfolio consulting and portfolio management—they need
to help improve client outcomes.
Envestnet | Yodlee is a leading data aggregation and data
analytics platform powering dynamic, cloud-based innovation for
digital financial services. More than 1,000 companies, including 12
of the 20 largest U.S. banks and hundreds of Internet services
companies, subscribe to the Envestnet | Yodlee platform to power
personalized financial apps and services for millions of consumers.
Envestnet | Yodlee solutions help improve the speed and delivery of
financial innovation, improve digital customer experiences, and
drive better outcomes for our clients and their customers.
For more information on PMC, please visit Envestnet | PMC and
follow @ENVintel (https://twitter.com/envintel)
Media
Contact:
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Dana
Taormina
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JConnelly
|
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(973)
850-7305
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dtaormina@jconnelly.com
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SOURCE Envestnet | PMC