| 2017 SHORTLIST |
Rising Stars of Mutual Funds
Benjamin Wells, Simpson Thacher &
Bartlett
Jeremy Smith, Ropes & Gray
Kate Lakin, Putnam Investments
Matthew Kutner, Morrison Foerster
Marguerite Laurent, K&L Gates
Nicole Trudeau, Stradley Ronon Stevens & Young
Todd Rosenbluth, CFRA
Jeff Schwantz, Morningstar
Patrick Newcomb, FUSE Research
Harvey Steele, New York Life Investment Management
Hall Of Fame Inductees
State Street Global AdvisorsThomas Butch
Paul Dykstra
Carl Frischling
George Gatch
Don Phillips
Paulita Pike
Fund Action categories
Fund Action Lifetime Achievement Award
Joe Mansueto, Executive Chairman, Morningstar
Fund Leader Of The Year
Tom Faust, Eaton Vance
Bill McNabb, Vanguard Group
Scott Minerd, Guggenheim Investments
Joseph Sullivan, Legg Mason
Retirement Leader Of The Year
Dimensional Fund Advisors
Goldman Sachs Asset Management
John Hancock Retirement Plan Services
Morningstar
Fund Marketer Of The Year
Stephen Clarke, Eaton Vance’s NextShares
Solutions
Hilary Corman, BlackRock’s iShares
Tom McCarthy, Fidelity Investments
Laura Morrison, Bats Global Markets
Ad Campaign Of The Year
Franklin Templeton Investments
JPMorgan Asset Management
OppenheimerFunds
Sales Success Of The Year
American Funds American Balanced Fund
Goldman Sachs Active Beta US Large Cap
ETF
iShares Fixed-Income ETF Suite
Janus Enterprise Fund
Victory Sycamore Established Value Fund
Deal Of The Year
Amundi to
buy Pioneer
Investments
Eaton Vance buys
Calvert
Investments
Henderson Group merges with Janus Capital Group
Virtus Investment Partners to buy RidgeWorth Investments
Fund Directions Categories
Fund Directions Lifetime Achievement Award
Jamie Baxter, chair, Putnam Funds
Trustee of the Year
Ralph Verni, Eaton Vance Funds
Dawn Vroegop, MetLife Funds
Gary Schpero, AXA EQ Advisors Trust
George Morriss, Neuberger Berman Funds
Small
Board Trustee
Ethan Powell, Highland Capital Management
John Palancia, Northern Lights Fund Trust III
Mary Joan Hoene, ASA Gold and Precious Metals Limited
Independent Counsel
Margery Neale, Willkie Farr & Gallagher
Lori Schneider, K&L Gates
Alison Fuller, Stradley Ronon
Judge’s
Choice Awards
James Stavridis, Independent Director,
Neuberger Berman
Anita Krug, Independent Director, Two
Roads Shared Trust, Altegris KKR Commitments Master Fund, and Centerstone
Investors Trust
Jean Carter, Independent Director,
Bridge Builder Trust
Progressive Fund Board
Eaton Vance
Diamond Hill
Neuberger Berman
Social Media Leader |
BlackRock |
Franklin Templeton Investments |
JP Morgan Funds |
PIMCO |
Putnam Investments |
Fund Innovation |
ACSI Funds American Customer Satisfaction Core Alpha ETF (ACSI) |
Index IQ Enhanced Core Bond U.S. ETF (AGGE) and the Index IQ Enhanced Core Plus U.S. Bond ETF (AGGP) |
Natixis Sustainable Future Funds |
Schwab Target Index Funds |
The SPDR SSGA Gender Diversity Index ETF (SHE) |
WisdomTree Investments’ Dynamic Currency-Hedged ETF suite |
Alternative Product of The Year |
Boston Partners Long/Short Equity Fund (BPLSX) |
Camelot Premium Return Fund (CPRFX) |
Catalyst/Millburn Hedge Strategy Fund (MBXIX) |
Litman Gregory Master Alternative Strategies Fund (MASNX) |
Nuance Concentrated Value Long/Short (NCLIX) |
