CIO Announces Innovation Awards Finalists for Dec. 13 Gala

Ninth annual Innovation Awards nominees list was honed by asset owners and consultants representing $1.8 trillion in assets under management.​

For the ninth consecutive year, CIO is announcing its short list of the most innovative asset owners and asset managers. Nominated by a network of their peers who represent more than $1.8 trillion in assets under management, the brightest and most forward-looking asset owners have made it onto our 2018 short list for CIO’s Innovation Awards.

Finalists were selected following a two-month nomination period which produced hundreds of entries. Our shortlist was finalized by the CIO editorial team and our advisory board of asset owners: Raphael Arndt, CIO of Australia’s Future Fund; Jagdeep Singh Bachher, CIO, vice president of investments, University of California; Matt Clark, CIO, South Dakota Investment Council; Scott Evans, (retired) CIO, New York City Pension Funds; David Holmgren, CIO of Hartford HealthCare; Tom Joy, CIO, Church of England; Kim Lew, CIO, Carnegie Corp. of New York; Richard Nuzum, president of Mercer’s global wealth business (2017 Consultant of the Year); and Bob Watson, CIO of FCA US.

We asked nominators to share their answers to three central questions: Who is inspiring to you? How are they innovative? Which asset owners are challenging the status quo and succeeding?

We also asked which asset managers and service providers had honestly offered them something of true value that fit their investment needs over the long term.

Since we started these awards in 2010, “innovation” has perhaps become an overused buzzword. While others may confuse innovation with change, we do not: Our goal since the beginning has been to highlight the truly innovative approaches to asset owning and asset management, separating the merely different from the meaningful. As a result, over the past seven years, we’ve honored an ever-growing list of the world’s most innovative thinkers on both sides of the business. This year, we added a new ESG category to reflect the traction it is showing in portfolio management.

Winners of all categories will be announced at the ninth annual Innovation Gala, which will again be held at the New York Public Library on December 13, following CIO’s Influential Investors Forum at the Harvard Club.

Our finalists are:

Asset Owners

Lifetime Achievement Award

Mansco Perry, III (Minnesota State Board of Investment)


Chris Ailman (CalSTRS)

Jerry Albright (Texas Teachers)

Jagdeep Singh Bachher (UC Regents)​

Kristian Fok (CBUS)

Jim Grossman (PA PSERS)

David Holmgren (Hartford HealthCare)

Sonya Sawtell-Rickson (HESTA)

Corporate Defined Benefit Pension Plan Above $15 Billion

Stewart Brentnall (New South Wales TCorp)

Doug Brown (Exelon)

Harshal Chaudhari (IBM)

Jeff Lewis (Federal Express)

Andy Ward (Boeing)

Corporate Defined Benefit Pension Plan Below $15 Billion

Robert DeAngelo (Eversource)

Jonathan Glidden (Delta)

Cliff Moore (Michelin North America)

Vincent Morin (Air Canada)

Fred Nieuwland (Mars)

Susan Ridlen (Eli Lilly)

Defined Contribution Plan

David Bell (Mine Super)

Mark Fawcett (NEST)

Bob Hunkeler (International Paper)

Andy Ward (Boeing)

Rob Wylie (South Dakota Retirement System)


Anne Dinneen (Hamilton College)

Meredith Jenkins (Trinity Wall Street)

Narv Narvekar (Harvard Management Co.)

Allison Thacker (Rice University)

Holland Timmins (Texas Permanent School Fund)

Karl Scheer (University of Cincinnati)


Chris Ailman (CalSTRS)

Dan Chu / Michael Brune (Sierra Club)

Rob Manilla (Kresge Foundation)

Susan E. Manske (MacArthur Foundation)

Geir Øivind Nygård (Norwegian Sovereign Wealth Fund)

Douglas Wesley (Illinois SURS)


Rosalind Hewsenian (Helmsley Charitable Trust)

Jonathan Hook (The Harry and Jeanette Weinberg Foundation)

Jim Bethea (University of Iowa Center for Advancement Foundation)

Nick Moakes (Wellcome Trust)

Joel Wittenberg (W.K. Kellogg Foundation)

Katharine “K.C.” Krieger (The Eli and Edythe Broad Foundation)

Healthcare Organization

Cameron Black, (Blue Cross Blue Shield of Arizona)

Ryan Bailey (Children’s Health System of Texas)

Jason Klein (Memorial Sloan Kettering)

Rob Kowalski (Beaumont Health Detroit Michigan)

Leslie Lenzo (Advocate Aurora Health)

Rob Roy (Adventist Health System)

Anthony Waskiewicz (Mercy Health, St. Louis)

Public Defined Benefit Plan Below $15 Billion

Brian Collett (Missouri LAGERS)

Linda Herman (Montgomery County Employee Retirement)

Jason Malinowski (The Seattle City Employees’ Retirement System)

Sam Masoudi (Wyoming Retirement System)

Scott Simon (Colorado Fire and Police)

Public Defined Benefit Plan Between $15 Billion and $100 Billion
Scott Davis (Indiana PERS)

Jonathan Grabel (LACERA)

Robert Maynard (Public Employees’ Retirement System of Idaho)

Amy McGarrity (Colorado PERA)

John Skjervem (Oregon State Treasury)

Tom Tull (Texas ERS)

Public Defined Benefit Plan Above $100 Billion

Chris Ailman (CalSTRS)

Jerry Albright (Teacher Retirement System of Texas)

Gary Bruebaker (Washington State)

David Villa (State of Wisconsin Investment Board)

Sovereign Wealth Fund

Paul Ballard (Texas Treasury Safekeeping Trust Co.)

Ole Christian Bech-Moen (Norway)

Jeffrey Jaensubhakij (GIC)

Steve Moise and Robert “Vince” Smith (New Mexico State Investment Council Permanent Funds)

Peter Madsen (SITFO)

Ian Patrick (Sunsuper))


Chris Farrington (Pavilion)

Jay Love (Mercer)

Allan Martin (NEPC)

Matt Mullarkey (Aksia)

Becky Wood (FEG)

Asset Management/Servicing Finalists

Fixed Income/Credit



Owl Rock Capital


Wells Fargo



JP Morgan Asset Management

PineBridge Investments

Vontobel Quality Growth




Goldman Sachs Asset Management

Insight Investment

Neuberger Berman

PineBridge Investments

Private Equity

Adian LBO

Advent International


Silver Lake

Warburg Pincus

Hedge Funds


Balyasny Asset Management


Point72 Asset Management

Two Sigma

Real Assets

Aberdeen Standard





Defined Contribution Strategies


Northern Trust





Fidelity Investments

Goldman Sachs Asset Management

Russell Investments



Corporate Strategies

Capital Group

Legal and General Investment Management




Transition Management


Northern Trust



State Street

Data & Technology

Backstop Solutions






Acadian Asset Management

BNP Paribas

Generation Asset Management


Voya Investment Management

Emerging Markets

AB (AllianceBernstein)

Franklin Templeton Investments

Lazard Asset Management



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