Envestnet And Investment Advisor Team Up To Present 2013 SMA Managers of the Year Awards
Finalists Announced for Ninth Annual Awards Honoring Best-In-Class Separately Managed Account Managers, Winners to be Announced at the 2013 Envestnet Advisor Summit
The SMA Awards were established by Prima Capital and Investment Advisor to honor best-in-class SMA managers. Prima, a provider of investment manager due diligence, research applications, asset allocation modeling and multi-manager portfolios to the wealth management and retirement industries, was acquired by Envestnet in
“The SMA Manager of the Year Awards are part of a longstanding Prima tradition, and we are proud, under Envestnet’s auspices, to continue to work with Investment Advisor to honor those managers who work extremely hard to manage assets on behalf of their clients,” said J. Gibson “Gib”
In order to qualify for an SMA Manager of the Year Award, a manager’s product must report to the PrimaGuide research application, contain at least
“In a flat-growth, still volatile market, advisors need access to the best money managers on behalf of their clients,” said Mr. Green. “We’re pleased to meet that need by partnering with Prima for the ninth straight year in identifying and presenting the SMA Managers of the Year in Investment Advisor and on AdvisorOne.”
Besides SMA Manager of the Year, nominees will be selected from the following categories: Large Cap U.S. Equity Manager (two winners); Small, Mid or Small-to-Mid Cap U.S. Equity Manager (two winners); International or Global Manager (one winner); and Taxable or Tax-Exempt Fixed Income Manager (one winner). Besides Mr.
“The addition of the SMA Managers of the Year Awards onto the Envestnet platform has been one of many benefits from our acquisition of Prima,” said
The finalists are:
Large Cap U.S. Equity Manager (Two Winners)
Wedgewood Partners Inc. — Large Cap Focused Growth
Robeco Investment Management Inc. — BP Large Cap Value
TCW Investment Management Co. — TCW Concentrated Core (Large Cap Growth)
BRC Investment Management LLC — Large Cap Concentrated Equity
Small, Mid or Small-to-Mid Cap U.S. Equity Manager (Two Winners)
Glenmede Investment Management LP — Glenmede Small Cap Equity
EARNEST Partners — Mid Cap Core
Riverbridge Partners — SMID Cap Growth
GW&K Investment Management — Small/Mid Cap Equity Strategy, Wrap
International or Global Manager (
Thomas White International Ltd. — International ADR
Harding Loevner — Global Equity ADR
Taxable or Tax-Exempt Fixed Income Manager (
GW&K Investment Management — Enhanced Core Bond Strategy
Tom Johnson Investment Management — Intermediate Fixed Income
For more information about Envestnet, please contact
ABOUT ENVESTNET (NYSE: ENV)
Envestnet, Inc. (NYSE: ENV) is a leading provider of unified wealth management technology and services to investment advisors. Our open-architecture platforms unify and simplify the wealth management process, delivering unparalleled flexibility, accuracy, performance and value. Envestnet solutions enable the transformation of wealth management into a transparent and fully-aligned standard of care, and empower advisors to deliver better results.
Envestnet’s Advisor Suite® software empowers financial advisors to better manage client outcomes and strengthen their practice. Envestnet provides institutional-quality research and advanced portfolio solutions through our Portfolio Management Consultants group, Envestnet | PMC®. Envestnet | Tamarac provides leading rebalancing, reporting and practice management software.
For more information on Envestnet, please visit www.envestnet.com.
SOURCE Envestnet, Inc.