Investment Advisor and Envestnet | PMC on Thursday announced the winners of the SMA Managers of the Year for 2016 during a ceremony at Envestnet’s Advisor Summit in Chicago.
For the past 12 years, Investment Advisor has partnered with the experts and analysts at Envestnet | PMC to identify the best separately managed account managers that advisors can use on behalf of their clients. The winners are chosen for their consistent processes and long-term success, as well as their focus on client service and tax efficiency.
To be considered for the award, the strategy must be available on PMC’s research applications and have at least $200 million in assets. Managers must have at least three years of experience running the strategy.
In addition to the winners in each category, one manager was selected from the winners as the overall SMA Manager of the year. This year, that honor goes to Harding Loevner.