CHICAGO, April 25, 2016 /PRNewswire/ -- Envestnet, Inc.
(NYSE: ENV) and Investment Advisor magazine have partnered
to choose the finalists for the 12th Annual Separately
Managed Account (SMA) Manager and Strategist of the Year Awards.
The awards honor best-in-class portfolio managers and will be
presented during the 2016 Envestnet Advisor Summit, which is taking
place from May 18-20 at the Hilton
Chicago (http://www.envestnet.com/advisorsummit).
"Behind any top-performing strategy is a top-performing
investment manager," said Tim
Clift, Chief Investment Strategist at Envestnet |
PMC, the Portfolio Management Consultants group of Envestnet.
"Our thorough and straightforward multi-factor approach to
identifying managers that are capable of outperformance during a
full market cycle is an important tool for helping investors
achieve their long-term investment goals. We are glad to continue
to work with Investment Advisor magazine to recognize those
managers which consistently provide alpha for investors."
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 2016 issue.
To qualify for an SMA Manager and Strategist of the Year Award,
a manager is required to have a management team with at least three
years of experience running a strategy that has a minimum of
$200 million in assets. In addition,
its product must be reported through Envestnet | PMC's research
application. PMC's Premium Research solutions are leading
sources of investment manager due diligence and research
applications for advisors.
The award finalists were chosen using Envestnet | PMC's
systematic, proprietary, and multi-factor evaluation methodology.
This framework takes into consideration a variety of quantitative
and qualitative criteria, including performance, firm profile,
investment process and style, customer service, composite, and tax
efficiency.
"By shining a spotlight on exceptional managers, and the
underlying characteristics that drive their success, we can help
the advisors who read our magazine choose the best strategies for
their clients," said Jamie Green,
Editorial Director of the Investment Advisor Group at ALM,
which publishes Investment Advisor. "Envestnet | PMC is a
valuable partner for empowering advisors to improve client
outcomes, and we are proud to bring the benefits of their
comprehensive manager research to our readers for the
12th consecutive year."
Mr. Clift and Danielle
Andrus, Executive Managing Editor of Investment
Advisor, will present the winners with their awards on
the second day of the Envestnet Advisor Summit. The finalists
are:
U.S. Equity Large Cap (two awards)
Brown
Advisory—Large Cap Growth
Schafer Cullen—High Dividend Value Equity
Victory NewBridge—Large Cap Growth
Montag & Caldwell—Large Cap Growth
U.S. Equity Small or Mid Cap (two awards)
EARNEST
Partners—Mid Cap Value
Congress Asset Management—Mid Cap Growth
Tributary Capital Management—Small Cap Equity
Kayne Anderson Rudnick—Small Cap Growth
International or Global Equity (one award)
Harding
Loevner—Global ADR
Cambiar Investors—International Equity ADR
Acadian—International Equity ADR
Fixed Income (one award)
GW&K Investment
Management—Municipal Bond Strategy
Tom Johnson Investment Management—Intermediate Fixed Income
Strategist (two awards)
JAForlines—Global Tactical
Solutions
Sage Advisory Services—Tactical ETF Strategies
Russell Investments—Multi-Asset Class Strategy
Vanguard—Multi-Asset Class Strategy
Impact (one award)
Boston Common Asset
Management—International Equity SRI
Breckinridge Capital Advisors—Intermediate Term Tax-Efficient
Sustainable Bond
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 950 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 transform 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:
Dana Taormina
JConnelly
(973) 850-7305
dtaormina@jconnelly.com
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SOURCE Envestnet, Inc.