JANUARY 6, 2022

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.

Infrastructure Marketing Campaign

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.

Future Framework

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.

2021 Education Campaign

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.

Timely Insights Campaign

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.

Pandemic Communication Program

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.

Women and Investing: Being There for Her

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.

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.

Exchange Fund Replication

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.

Analyst Ratings for Model Portfolios

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.

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