How to Decide if an Annuity Is Right for Your Client: Morningstar's Benz
By Ginger SzalaFrom simple to complex, these products stir debate. Here's what advisors might ponder before recommending them.
June 24, 2020
Overall Asset Manager of the Year: T. Rowe Price"We have one research team for high yield and loans," Massaro said. "Collaboration is a big theme," and it goes even beyond the bank loan and high yield teams. "We can tap into the collective insights from our firm's equity franchise."
June 24, 2020
Strategist of the Year: American Funds"The way we invest is different from most other asset managers. We do not use a style system. Instead we use a multi-manager system that divides the portfolio into segments, each run by an individual manager."
June 24, 2020
Liquid Alts Manager of the Year: Eaton Vance"We very quickly exited [our long bond] position because of what we perceived as a negative change in direction in Argentina. That's a quintessential example of how we manage our positions or view our investments."
June 24, 2020
Impact Asset Manager of the Year: Breckinridge Capital"We look at all that data along with the fundamentals to get a more holistic view of an issuer and see what are some potential credit risks there could be that we're not going to see in the financials."
June 24, 2020
International Asset Manager of the Year: ClearBridge"We are fundamental investors and believe we're very good at buying growth stocks that will outperform the market significantly."
June 24, 2020
Small/Mid-Cap Asset Manager of the Year: The London Co."We spend the majority of our time trying to analyze what can go wrong in each decision we make. We don't build feature models and try to outguess every other analyst and PM out there on growth rates and margin expansions."
June 24, 2020
Mid-Cap Asset Manager of the Year: Wells Fargo Asset Management"We focus on companies that ... use their balance sheets in a productive manner," said portfolio manager Bryant VanCronkhite.