Officially honored during this year’s Envestnet Advisor Summit in Austin, Texas, the ten winners, selected from our platform of thousands of strategies, represent a range of categories: large-cap, small-to-medium cap, international/global universe, fixed income, impact, strategist, and alternatives – a new category this year, related to rising market volatility.
To qualify for the awards, a manager must have $200 million in assets, be broadly available on the Envestnet platform, be open to new investors, and the lead manager must have at least a three-year tenure with the firm. In addition, we apply several other qualitative and quantitative metrics, including market upside and downside capture, to determine the best-in-breed performers from hundreds of candidates across the categories.
This year’s winners were ultimately selected by Chief Investment Strategist Tim Clift and Managing Director Erik Preus, CFA from Envestnet and Investment Advisor’s Editor-in-Chief Janet Levaux and Executive Managing Editor Ginger Szala.
Congratulations to This Year’s Top Asset Managers
U.S. Large-Cap Equity (2 winners), Brown Advisory – Large Cap Growth; Federated Investors – Strategic Value Dividend
U.S. Small- and Mid-Cap Equity (2 winners), Baird Investment Management – Mid Cap Growth; Copeland Capital Management – Small Cap Dividend Growth
International/Global Universe, WCM Investment Management – Focused Growth International ADR
Alternatives, Westchester Capital Management – Merger Fund
Fixed Income, Segall Bryant & Hamill – Short-Term Taxable Bond
Impact, Trillium Asset Management – All Cap Core
Strategist, Frontier Asset Management
Manager of the Year, Frontier Asset Management
Mid-Year Market Lessons From Top Active Asset Managers
Representatives from two of the awarded firms will join ThinkAdvisor and Envestnet for a webinar presentation on Thursday, June 20th at 2:00pm ET. These firms have uncovered the key to success, consistently delivering results for their advisors and investor clients in changing market climates.
Tim Clift will join Robert Miller, CFA, Managing Principal, Frontier Asset Management and Roy Behren, Managing Member & Portfolio Manager, Westchester Capital Management to discuss the latest market trends, how they believe you can build highly competitive active strategies, and how to structure portfolios to outperform the competition.
Attendees of this complimentary webinar will learn more about their processes, thinking, and strategies and better understand the opportunities and dangers that the market may soon be facing, leveraging that information to help them build better portfolios for their clients.
Register for this opportunity to learn from these industry leaders here.
