2021 Awards

2021 Envestnet Asset Manager Awards

For 17 years, Envestnet, in partnership with Investment Advisor magazine, has given recognition to high-conviction portfolio managers that embody investment management best practices. Our goal is to provide industry intelligence that empowers advisors to identify top-performing managers whose strategies can potentially bring their clients closer to achieving overall financial wellness.

Finalists

Fixed Income
Brandywine Global Opportunities Bond Fund
Federated Hermes Total Return Bond Fund
Large Cap Equity
Harbor Capital Appreciation Fund
Columbia Contrarian Core SMA
Alger Capital Appreciation Strategy
Alley Dividend Portfolio
Small, SMID, and MidCap
RMB SMID Cap Core Managed Account / RMB SMID Cap Fund
Redwood US Small Cap Growth Managed Account / JHancock Small Cap Growth Fund
Riverbridge Smid Cap Growth Managed Account
EARNEST Mid Cap Value
Global, International, and Emerging Market
Martin Curie Emerging Markets Fund and SMA
Oberweis International Opportunities Fund
Schroeder International Alpha ADR Strategy
Impact
Brown Advisory Sustainable Core Fixed Income
Pax Global Environmental Markets Fund
Liquid Alternatives
AQR Diversified Arbitrage Fund
John Hancock Seaport Long/Short Fund
Strategist
WestEnd Advisors
Globalt Investments: Globalt innovatETF Strategies
BlackRock Target Allocation Portfolios
The foregoing awards do not constitute an endorsement of any firm or individual nor does it indicate that the subjects in question have attained a particular level of skill or ability.

The winners in each category were selected from hundreds of portfolio managers using the systematic, proprietary, and multi-factor methodology developed by Envestnet’s Portfolio Management Consultants group, Envestnet | PMC. The extensive qualitative and quantitative criteria taken into consideration include firm profile, performance, tax efficiency, investment process and style, composite, and customer service.

To be eligible for an Asset Manager and Strategist of the Year Award, managers must have at least $200 million in assets under management and three years of experience. Managers’ strategies must also be broadly available on the Envestnet platform, and open to new investors.





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