2021 Awards

2021 Asset Manager and Strategist of the Year 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.

Winners



Manager of the Year
WestEnd Advisors
Large Cap Equity
Harbor Funds
Harbor Capital Appreciation Fund
Large Cap Equity
Columbia Threadneedle Investment
Columbia Contrarian Core SMA
Small, SMID, and MidCap
RMB Asset Management
RMB SMID Cap Core Managed Account / RMB SMID Cap Fund
Small, SMID, and MidCap
Riverbridge
Riverbridge Smid Cap Growth Managed Account
Global, International, and Emerging Market
Schroders
International Alpha ADR Strategy/Hartford Funds
Fixed Income
Brandywine Global
Brandywine Global Opportunities Bond Fund
Impact
Brown Advisory
Sustainable Core Fixed Income
Liquid Alternatives
AQR Capital
Diversified Arbitrage Fund
Strategist
WestEnd Advisors
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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