2016 SMA Managers & Strategists of the Year Honored at Envestnet Advisor Summit                  

New York, NY—May 20, 2016—Envestnet, Inc. (NYSE: ENV) and Investment Advisor magazine announced the winners of the 12th Annual Separately Managed Account (SMA) Manager and Strategist of the Year Awards yesterday during the 2016 Envestnet Advisor Summit, currently taking place at the Hilton Chicago (http://www.envestnet.com/advisorsummit).

 

Winning SMA managers from six categories were presented with crystal statuettes on the second day of the Summit. Harding Loevner was selected from among the winners as the overall SMA Manager of the Year, an elite honor given to firms that exemplify investment management excellence. All of the award recipients will be featured in the July 2016 issue of Investment Advisor.

 

“We congratulate Harding Loevner and the other winners for demonstrating characteristics that enable their SMA strategies to generate alpha over the long term,” said Tim Clift, Chief Investment Strategist of Envestnet | PMC(http://www.investpmc.com), Envestnet’s Portfolio Management Consultants group. “By calling attention to these managers’ disciplined investment management processes, and other factors that drive their success, we and Investment Advisor can help advisors better assess the growing selection of SMA strategies available to their clients.”  

 

The winners are:

 

U.S. Equity Large Cap

Brown Advisory—Large Cap Growth

Schafer Cullen—High Dividend Value Equity

 

U.S. Equity Small or Mid Cap

EARNEST Partners—Mid Cap Value

Tributary Capital Management—Small Cap Equity

 

International or Global Equity

Harding Loevner—Global ADR

 

Fixed Income

Tom Johnson Investment Management—Intermediate Fixed Income

 

Strategist

JAForlines—Global Tactical Solutions

Russell Investments—Multi-Asset Class Strategy

 

Impact

Boston Common Asset Management—International Equity SRI

 

 

The award finalists and winners were chosen using the systematic, proprietary, and multi-factor evaluation methodology developed by Envestnet | PMC. The evaluation framework considers performance, firm profile, customer service, investment process and style, composite, tax efficiency, and other quantitative and qualitative criteria. PMC’s Premium Research solutions are leading sources of investment manager due diligence for advisors.

 

To be eligible for an SMA Manager and Strategist of the Year Award, a manager’s product must be reported through PMC’s research applications, and have at least $200 million in assets. Entrant managers must also have management teams with at least three years of experience running their respective strategies.

 

“Harding Loevner and this year’s other award winners continually raise the bar for SMA managers,” said Danielle Andrus, Executive Managing Editor of Investment Advisor, who co-presented awards to the winners with Mr. Clift. “Their strategies and products serve as blueprints for sound, rules-based investment management that can lead to outperformance, and this is important insight for advisors to utilize when conducting manager due diligence.” 

 

 

About Envestnet | PMC

Envestnet, Inc. (NYSE: ENV) is a leading provider of unified wealth management technology and services to investment advisors. Our open-architecture platforms unify and fortify the wealth management process, delivering unparalleled flexibility, accuracy, performance, and value. Envestnet solutions enable the transformation of wealth management into a transparent, independent, objective, and fully-aligned standard of care, and empower advisors to deliver better outcomes.

 

Envestnet | PMC provides independent advisors, broker-dealers, and institutional investors with the research, expertise, and investment solutions—from due diligence and comprehensive manager research to portfolio consulting and portfolio management—they need to help improve client outcomes.

 

Envestnet | Yodlee is a leading data aggregation and data analytics platform powering dynamic, cloud-based innovation for digital financial services. More than 950 companies, including 12 of the 20 largest U.S. banks and hundreds of Internet services companies, subscribe to the Envestnet | Yodlee platform to power personalized financial apps and services for millions of consumers. Envestnet | Yodlee solutions help transform the speed and delivery of financial innovation, improve digital customer experiences, and drive better outcomes for our clients and their customers.

 

For more information on PMC, please visit Envestnet | PMC and follow @ENVintel (https://twitter.com/envintel)

 

About Investment Advisor and the Investment Advisor Group
With a circulation of 100,000 Investment Advisor is now in its 36th year of serving independent and independent-minded investment advisors and financial planners across the United States through its monthly magazine and online at ThinkAdvisor.com. The Investment Advisor Group of ALM consistently produces the premier digital and print news, analysis and resources that the community of professional financial advice-givers needs to serve clients, stay compliant and maximize growth.

About ALM
ALM, an information and intelligence company, provides customers with critical news, data, analysis, marketing solutions and events to successfully manage the business of business.

Customers use ALM solutions to discover new ideas and approaches for solving business challenges, connect to the right professionals and peers creating relationships that move business forward, and compete to win through access to data, analytics and insight. ALM serves a community of over 6 million business professionals seeking to discover, connect and compete in highly complex industries.

For more information, visit www.alm.com.

PRESS CONTACT

Dana Taormina, JConnelly
973-850-7305
dtaormina@jconnelly.com

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