CHICAGO—April 5, 2017—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 Investment Management—Morningstar Asset Allocation 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
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.
JConnelly for Envestnet | PMC