Highlighting the 2021 Awards Winners and Wealthies Circle Members
ASSET MANAGERS
Private Markets for HNW Investors
StepStone launched Conversus as a platform focused on delivering StepStone’s institutional capabilities to advisors and their HNW clients. Conversus provides advisors with access to private market assets through innovative, simplified solutions.
After decades of underinvestment in infrastructure, a sustained economic recovery is putting infrastructure front of mind. This campaign focuses on disseminating marketing collateral and educating clients and prospects on the value opportunity that exists in this asset class.
This series deconstructed the complications and changes in the wealth management industry and provided insights for firms and advisors so they can help drive exponential progress for their firm and deepen their relationships with clients.
On the heels of an economic reopening amidst broad distribution of vaccines, Cohen and Steers examined the implications of the current market environment on specialized asset classes and presented their latest thinking on why 2021 was shaping up to be an attractive entry point.
Fiduciary Trust’s thought leadership approach has enabled users of their custody services to remain informed on key issues and considerations in a rapidly changing environment—and gain valuable insights and strategies that can benefit their offerings and client relationships.
As the pandemic began, Guggenheim ramped up all channels of advisor communications to stay engaged and transparent about their views and strategy to help explain the health security and financial crisis as it was unfolding, as well as opportunistic portfolio activities.
This campaign addressed providing advice to women as they approach and enter retirement, and how understanding this journey—and leaning into the needs that accompany it—will be critical to attracting and retaining female clients.
Practice Management Content (Columbia Threadneedle) and Tackling Inequality through ESG and Active Ownership (Invesco)
Real Estate University
Framework Advisor Podcast
Carson Group developed the Framework podcast to help advisors go deeper into financial planning, practice management, marketing, business development, new legislation and executive leadership at a time when there was a drastic need to help adapt to a changing profession.
Many investors have concentrated stock positions, and Exchange Funds have frequently been used to diversify exposures without triggering a tax bill. SRA has developed Exchanged Fund Replication to provide the same risk swap from a single stock into a diversified basket.
Morningstar significantly expanded coverage of the models rated by Morningstar Analysts as part of a dedicated Models data universe—almost 100 models across 12 target date series funds are now covered, with more being added monthly.