Investment Advisor and its awards partners, Standard & Poor’s and Prima Capital, announced today the winners of the second annual Separately Managed Accounts Awards. The 2006 SMA awards are given this year to seven management teams, acknowledging their excellence in providing consistently strong performance, along with customization and tax efficiency, in separate accounts.
Using the comprehensive database and analytical rigor provided by the Standard & Poor’s SMA Evaluator, a short list of nominees was fielded from the more than 800 retail separate account products in the Prima Capital database. From the list of nominees, the SMA Awards committee that includes Philip Edwards, managing director of Standard & Poor’s, Prima Capital President J. Gibson Watson III, Investment Advisor Editor-in-Chief James J. Green, and Investment Advisor Staff Editor Kathleen McBride selected this year’s award recipients.
To be considered for an award, each SMA portfolio had to:
oBe offered through a broad range of retail programs
oHave assets of at least $200 million under management