CHICAGO, April 5, 2017 /PRNewswire/ -- Envestnet,
Inc. (NYSE: ENV) and Investment Advisor magazine have
selected finalists for the 13th Annual Separately
Managed Account (SMA) Manager and Strategist of the Year Awards.
The awards pay tribute to best-in-class portfolio managers, and
will be presented during the 2017 Envestnet Advisor Summit, which
is taking place May 3-5 at the
Gaylord Texan Resort & Convention Center in Grapevine, Texas
(http://www.envestnet.com/advisorsummit).
"All investment managers want to generate consistent alpha for
investors, but very few actually attain this goal," said
Tim Clift, Chief Investment
Strategist at Envestnet | PMC, Envestnet's Portfolio
Management Consultants group. "By utilizing our comprehensive
research solutions to identify managers that fit into this elite
group, and teaming up with Investment Advisor to recognize
them, we can educate the industry about strategies and best
practices that may lead to long-term outperformance."
A single Manager of the Year will be selected from among the
category winners as a model of investment management excellence.
Investment Advisor will feature all of the winners in its
July 2017 issue.
Award finalists were chosen using Envestnet | PMC's proprietary,
systematic, and multi-factor methodology for evaluating managers.
This framework takes a variety of qualitative and quantitative
criteria into consideration, such as investment process and style,
performance, firm profile, customer service, and tax
efficiency.
To qualify for an SMA Manager and Strategist of the Year Award,
a manager's team must have at least three years of experience
running a strategy with $200 million
or more in assets. A manager's product is also required to be
reported through Envestnet | PMC's Premium Research solutions,
which are leading sources of investment-manager due diligence and
research for advisors.
"The advisors reading our publication are always on the lookout
for top-performing strategies that can improve outcomes for their
clients," said Janet Levaux,
Investment Advisory Group Editor in Chief at ALM, which
publishes Investment Advisor. "Our partnership with
Envestnet | PMC highlights exceptional managers, as determined by
Envestnet | PMC's research team. This serves as a valuable resource
for advisors and investors across the country. We congratulate this
year's award finalists for their noteworthy investment management
achievements."
Mr. Clift and Jamie
Green, an ALM representative will present category
winners with their awards on the second day of the Envestnet
Advisor Summit. The finalists are:
U.S. Equity Large Cap (two awards)
ClearBridge
Investments—Large Cap Growth
Raub Brock Capital Management—Dividend Growth
Santa Barbara Asset Management—Dividend Growth
SKBA Capital Management—ValuePlus
U.S. Equity Small or Mid Cap (two awards)
Congress
Asset Management—Mid Cap Growth
Fairpointe Capital—Mid-Cap Core Equity
Kayne Anderson Rudnick—Small Cap Sustainable Growth
Tributary Capital Management—Small Cap Equity
International or Global Equity (one award)
Epoch
Investment Partners—Global Equity Shareholder Yield
Lazard Asset Management—Emerging Markets Equity
MFS Investment Management—Research International
Fixed Income (one award)
Pacific Income
Advisers—Limited Duration MACS
RNC Genter Capital Management—Taxable, Quality Intermediate
Impact (one award)
Brown Advisory—Large-Cap
Sustainable Growth
Trillium Asset Management—Small/Mid Cap Core
Strategist (one award)
Clark Capital
Management—Navigator Strategist Solutions
Morningstar—Morningstar Active/Passive Portfolios
Standard & Poor's Investment Advisory Services—S&P Model
Allocation Portfolios
Specialty (one award)
Cushing Asset Management—Cushing
MLP Alpha Total Return Strategy
About Envestnet
Envestnet, Inc. (NYSE: ENV) is the
leading provider of intelligent systems for wealth management and
financial wellness. Envestnet's unified technology enhances advisor
productivity and strengthens the wealth management process.
Envestnet empowers enterprises and advisors to more fully
understand their clients and deliver better outcomes.
Envestnet enables financial advisors to better manage client
outcomes and strengthen their practices. Institutional-quality
research and advanced portfolio solutions are provided through
Envestnet | PMC, our Portfolio Management Consultants group.
Envestnet | Yodlee is a leading data aggregation and data analytics
platform powering dynamic, cloud-based innovation for digital
financial services. Envestnet | Tamarac provides leading
rebalancing, reporting, and practice management software for
advisors. Envestnet | Retirement Solutions provides an integrated
platform that combines leading practice management technology,
research, data aggregation and fiduciary managed account
solutions.
More than 54,000 advisors and 2,500 companies including: 16 of
the 20 largest U.S. banks, 38 of the 50 largest wealth management
and brokerage firms, over 500 of the largest Registered Investment
Advisers, and hundreds of Internet services companies, leverage
Envestnet technology and services. Envestnet solutions enhance
knowledge of the client, accelerate client on-boarding, improve
client digital experiences, and help drive better outcomes for
enterprises, advisors, and their clients.
For more information on Envestnet, please visit
www.envestnet.com and follow @ENVintel.
Media Contact:
Dana
Taormina
JConnelly for Envestnet | PMC
(973) 850-7305
dtaormina@jconnelly.com
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SOURCE Envestnet, Inc.