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June 27, 2018 at 01:00 PM
At the 2018 Envestnet Advisor Summit, Investment Advisor and Envestnet recognized the winners of this year’s Asset Manager Awards. The summit took place in mid-May in New Orleans, with social psychologist Amy Cuddy giving one of the keynote speeches.
Cuddy told a crowd of 2,000-plus RIAs and other attendees that body language is an important way for advisors to make themselves both more powerful and more trustworthy. “You are trying to give [clients] a sense of safety,” she said, adding that sitting up straight is critical.
With the plethora of distractions today, clients appreciate knowing that their advisors and other business partners are “present” — both physically and mentally. The victory pose, in which you throw up your arms in a “V,” is “hard-wired” in human beings, explained the author of “Presence: Bringing Your Boldest Self to Your Biggest Challenges” and popular Ted Talk speaker.
Taking a cue from Cuddy, Horizon Investments President and CEO Robbie Cannon confidently lifted two Asset Manager Awards over his head during the May 16 recognition ceremony. That gesture drew a hearty round of applause from those in the exhibit hall.
While the recognition event included brief highlights of why Envestnet | PMC analysts and Investment Advisor staff chose this year’s award winners, there is (of course) much more to tell about how these actively managed portfolios are producing strong results in a highly competitive field.
The award winners are picked from Envestnet | PMC’s universe of over 2,800 strategies, which also is trimmed down to a group of about 600 portfolios; to be considered for an award, a manager’s team must have at least three years of experience running a strategy with $200 million or more in assets.
The analysts evaluate the performance and risk-adjusted metrics of these strategies, according to Tim Clift, chief investment officer of Envestnet | PMC.
