Why these asset managers impressed the judges most

JANUARY 20, 2022

Highlighting the 2021 Awards Winners and
Wealthies Circle Members

ASSET MANAGERS

The Financial Alliance for Racial Equity (FARE)

Nationwide Financial partnered with leading financial services organizations, associations and historically Black colleges and universities (HBCUs) to form the Financial Alliance for Racial Equity (FARE) in late 2020.

DE&I Initiative

Carson formed the IDEA Council (Inclusion, Diversity, Education and Action) with a mission of developing a shared language and understanding among stakeholders while educating and connecting them to individuals and organizations that ignite change in our company and our community.

Undergraduate Women’s Private Equity Summit

In recognizing the shortage of women pursuing STEM fields and female candidates in private markets, Hamilton Lane founded the Undergraduate Women’s Summit, which brings together sophomores and juniors from universities across the U.S. to learn about professional development, career pathing and private markets.

MLK Scholars Program

Built on the values and legacy of its namesake, Dr. Martin Luther King Jr., John Hancock’s MLK Scholars program provides meaningful employment and jobs readiness opportunities for 600+ Boston teens at nearly 60 local nonprofit organizations and John Hancock.

Orion Communities

Orion Communities lets advisors execute trades through its Eclipse or TOM platforms, filtering and comparing models on criteria including manager, management style, model fee, minimum investment score, risk score, and due diligence services.

Riskalyze Partner Store Enhancements

The Riskalyze Partner Store includes industry-leading asset managers, strategies, and research. Riskalyze recently expanded the program by welcoming Charles Schwab, Invesco, WisdomTree & Tactical Fund Advisor to the model marketplace, expanding access to even more model portfolios at no cost to Riskalyze customers.

Robo Subadvisory Rebalancing Service

Remi Customized SMA Platform

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