2016 Asset Management & Servicing Winners


Transition Management

For “outstanding service” and for clearly and succinctly laying out implementation plans for clients that allow them to meet their target allocation. “Their reporting is clear,” says one nominator. “Citi kept me updated throughout the entire process.”

Macquarie Winner
For firmly establishing itself in the transition management industry despite being in the business for only three years. Also for scoring high with clients—the firm was rated “excellent” in 86% of transitions in CIO’s transition management survey, while charging the lowest commission.

Data & Technology

Ortec Finance
For consistently helping improve institutional clients’ investment and risk management decisions through high-caliber mathematical and asset-liability tools, as well as consulting services.

Solovis Winner
For its “innovative and highly functional technology platform” that helps investors manage their entire portfolio. “It’s a true multi-asset portfolio management, analytic, and reporting platform built specifically to address limited partners’ needs,” says one nominator. “It’s an all-in-one system.”

Responsible Investing

Cheyne Capital
For its Social Property Fund, an approach driven by high impact and social sector organizations that helps fund low-income housing in the UK—and for generating stable, long-term, and inflation-linked returns while making an impact.

State Street Winner
For launching “SHE,” the gender diversity ETF that evaluates the 1000 largest US firms for the ratio of women on boards and executive positions—and for initiating conversations about women in investing through conferences along with allocators like Chris Ailman, CIO of the California State Teachers’ Retirement System.