Welcome to CIO’s awards season, now in its 13th year!
This year, we are celebrating those asset owners, asset management firms and consultants that have thrived and been incredible leaders, even as markets have turned rough and inflation and rates have risen.
As we selected these finalists, our mission was to search the industry for firms that have truly and reliably enhanced the portfolios and improved the work of their clients. While canvassing and reviewing the award nominations, we also learned just how hard all of you are working in the face of higher interest rates and volatile market dynamics.
Many have re-examined long-held assumptions and are achieving success against the backdrop of vast changes and challenges to alternative asset classes and evolving macro trends. We are also recognizing both finalist firms that are working with asset owners to improve the technology and information available to them and finalist organizations working to increase diversity, equity and inclusion in this industry.
In addition, even as the label has become a lightning rod, we are recognizing firms and asset owners for their work in environmental, social and governance-driven investing.
Since 2010, CIO has highlighted the truly innovative approaches to the challenges of institutional asset ownership and asset management. Our panel of industry judges will help us select the winners from this qualified group of contenders.
The award categories are listed below.
On December 5, at Chelsea Piers, we will host both the Influential Investors Forum and our Industry Innovation Awards celebration, where we will announce this year’s winners.
Save the date, because you’ll want to be in the room to meet finalists, talk with them about investing and join the excitement as the winners are announced. There is nothing like having a room full of peers to applaud your hard-won success.
Asset Management & Servicing Awards Finalists:
Data and Technology
Emerging Markets
ESG
Hedge Funds
Liability-Driven Investing (LDI) – Large*
Liability-Driven Investing (LDI) – Mega†
Multi-Asset Portfolios
OCIO
Pension Risk Transfer
Private Credit
Private Equity
Public Fixed Income
Real Assets and Infrastructure
- DEF 14 Inc.
- DiligenceVault
- LP Analyst Winner
- Lumenai Investments LLC
- PitchBook
- Venn by Two Sigma
- Principal Finisterre
- Vontobel Winner
- Bailard Winner
- Principal
- Sage Advisory Services
- Schroders Asset Management
- TOBAM
- Vontobel
- Aspect Capital Winner
- Lumenai Investments LLC
*Assets under management less than $1 trillion
- Agilis
- LGIM America
- NISA Investment Advisors Winner
- Principal Asset Management
- SLC Management
†Assets under management in the trillions
- Capital Group
- Goldman Sachs Asset Management
- JP Morgan Asset Management Winner
- Wellington Management
- Goldman Sachs Asset Management
- LGIM America
- Lumenai Investments LLC
- TOBAM Winner
- Berg Capital Management
- BlackRock Winner
- Goldman Sachs
- SEI
- TIFF Investment Management
- Agilis
- Athene Winner
- NISA Investment Advisors
- OneAmerica
- 17Capital
- Apollo Global Management
- Eagle Point Credit Management
- Principal Asset Management – Middle Market Direct Lending
- SLC Management Winner
- 17Capital
- Apollo Global Management Winner
- Ariel Alternatives, LLC, private equity subsidiary of Ariel Investments, LLC
- Capital Group
- LGIM America Winner
- NISA Investment Advisors
- Vontobel
- Bailard
- Cohen & Steers
- Principal Asset Management Winner
Corporate DB <$20B
Corporate DB >$20B
Efforts in Diversity
Efforts in ESG
Endowments
Foundations
Health Care Plans
Public DB <$10B
Public DB $10B - $20B
Public DB >$20B
- Angie Buk—3M
- Jeanmarie Grisi—Nokia
- Thomas Mucha—Kodak Winner
- Carol Tusch—International Paper
- Ernie Caballero—UPS
- Harshal Chaudhari—GE
- Jeffrey Lewis—FedEx
- Elizabeth Tulach—Boeing Winner
- Jagdeep Bachher—University of California, Regents Winner
- John Barker—Kresge Foundation
- Jason Klein—Memorial Sloan Kettering Cancer Center
- John Barker—Kresge Foundation
- Richard Kent—Friends Fiduciary
- Jeff Mindlin—Arizona State University Foundation Winner
- Aaron Moore—California State University Foundation
- Tim Barrett—Texas Tech University System Winner
- Richard Chau—Tulane University
- Sonali Dalal—University of St. Thomas
- Marcus Frampton—Alaska Permanent Fund
- Geeta Kapadia—Fordham University
- Christine Kelleher—National Gallery of Art
- Colin Ambrose—Mother Cabrini Health Foundation
- Leena Bhutta—Doris Duke Foundation
- Carlos Rangel—W.K. Kellogg Foundation Winner
- Mark Cagwin—SSM Health
- David Erickson—Ascension
- Josh Rabuck—Indiana University Health
- Alyssa Rieder—CommonSpirit Health Winner
- Rob Roy—AdventHealth
- T.J. Carlson—Missouri State Employees Retirement System
- Jason Malinowski—City of Seattle Winner
- Katherine Molnar; Andrew J. Spellar—Fairfax County Police Officers Retirement System; Fairfax County Employees’ Retirement System
- Craig Slaughter—West Virginia Investment Management Board
- Ted Hall—Ohio Police and Fire Pension Fund
- Raynald Leveque—The New Hampshire Retirement System
- Mark Steed—Arizona Public Safety Personnel Retirement System Winner
- Benjamin Cotton—Pennsylvania Public School Employees Retirement System
- Scott Davis—Indiana Public Retirement System Winner
- Andrew Junkin—Virginia Retirement System
- Molly Murphy—Orange County Employees Retirement System
