Highlighting the 2021 Awards Winners and Wealthies Circle Members |
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| A New Approach to Income Generation |
Nationwide, in partnership with Harvest Volatility Management, successfully executed a series of strategies spanning SEO, PR, media partnerships, social, email, digital display, events, content, and product marketing. |
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| With infrastructure investment front of mind around the world, this campaign effort focuses on disseminating marketing collateral across distribution channels—and educating clients and prospects on the value opportunity that exists in this asset class. |
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Precious Metals’ Place in a Portfolio (AberdeenStandard Investments) and New Economic Reality Educational Campaign (PGIM) |
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| Bond Beacon offers innovative analytics capabilities leveraging Fidelity research and investment knowledge. Supported by advances in data science and machine learning, it helps advisors better manage, assess decision impact and rebalance portfolios with straight-through processing for execution. |
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Fixed Income Platform (Thornburg Investment Management) |
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| IndexIQ and New York Life Investments have teamed up with the American Heart Association to launch the IQ Healthy Hearts ETF (“HART”) – IndexIQ’s first “Dual Impact” ESG ETF designed to offer investors an innovative thematic strategy tied to key sustainability priorities. |
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| ThemeCatcher’s investment strategy combines thematic ETFs (high-growth investments with common themes) with downside risk management tools and defensive investments to reduce risk. Index investing is dominated by mega cap stocks; the top five stocks make up 23% of the S&P 500. |
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| Global Private Assets Fund (GPA) |
The Global Private Assets Fund, an open-ended evergreen fund with limited monthly liquidity, was created to provide a non-traditional private equity solution, helping to democratize private markets and make these investments more accessible to qualified investors. |
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| Conversus StepStone Private Markets Fund |
Conversus StepStone Private Markets (CPRIM) leverages StepStone’s global private markets strengths and proprietary research in combination with Conversus’ experience in private wealth markets to deliver an innovative investment solution. |
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Personal Indexes with ESG Overlay (Adhesion Wealth), Select Ai Fund (AlphaTrAI), AAA CLO ETF (JAAA) Product Launch (Janus Henderson Investors), PGIM Quant Select (QMA) and New ETFs (Simplify ETFs) |
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| Orion Advisor Solutions’ merger with Brinker Capital combines both companies’ long-standing reputations of innovation and industry disruption—and their combined strengths allow their respective advisor base an opportunity to utilize each other’s unique expertise. |
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| Multi-Custodial Client Onboarding Module |
Amplify’s Multi-Custodial Client Onboarding Module manages the entire workflow—from gathering a client’s suitability and risk tolerance, to generating appropriate documentation for the custodian and the advisory firm—and securely tracks and delivers a single e-signing process. |
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| AssetMark Institutional is a fully-assembled holistic solution that provides RIAs with a comprehensive set of products, operational support, technology, and community resources to support their growth, efficiency, and scale in today’s new regulatory, competitive, and virtualized landscape. |
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| Financial Wellness as a Service |
Envestnet has enhanced its premier Financial Wellness Network platform to bring together all the elements that advisors need to provide unified advice—financial planning and budgeting, investing, and credit and protection, all powered by robust data analytics. |
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