NEW YORK, NY--(Marketwired - Apr 2, 2014) - Institutional Investor magazine announces the honorees and award winners for the 5th Annual U.S. Investment Management Awards. Jeremy Grantham is the recipient of the Money Management Lifetime Achievement Award and D. Ellen Shuman takes home the Investor Lifetime Achievement Award. Other honorees include the late Anne Pfeiffer of JP Morgan Asset Management and Bruce R. Berkowitz of Fairholme Capital Management. Institutional Investor also announces awards for excellence in eight investor categories for endowments, foundations, corporations and public pension plans and more than 37 investment categories.
The awards program recognizes U.S. institutional investors whose innovative strategies and fiduciary savvy resulted in impressive returns in 2013, as well as U.S. money managers who stood out in the eyes of the investor community for their exceptional performance, risk management and service.
All of this year's winners will be honored and awarded at a dinner and ceremony on Thursday, May 15, 2014, at the Mandarin Oriental in New York City.
Please visit the awards web site for additional information: www.usinvestmentawards.com or click here for a full list of honorees and award winners.
2014 Honorees and Lifetime Achievement Award Recipients
Money Management Lifetime Achievement Award
Jeremy Grantham, Co-Founder, GMO
Investor Lifetime Achievement Award
D. Ellen Shuman, Former CIO, Carnegie Corp. Foundation
Outstanding Contribution Award
The late Anne Pfeiffer, Managing Director,
JPMorgan Asset Management
Money Manager of the Year
Bruce R. Berkowitz, Founder and Chief Investment Officer,
Fairholme Capital Management
2014 Investor Award Winners
Small Public Pension Manager of the Year
Paul Doane,
Executive Director, CIO,
St. Paul Teachers' Retirement Fund Association
Large Public Pension Manager of the Year
William R. Atwood,
Executive Director,
Illinois State Board of Investment
Small Corporate Pension Manager of the Year
Carol McFate,
CIO,
Xerox
Large Corporate Pension Manager of the Year
Robin Diamonte,
CIO,
United Technologies Corp.
Small Endowment Manager of the Year
Adele Gorrilla,
CIO,
Denison University
Large Endowment Manager of the Year
William McLean,
CIO,
Northwestern University
Small Foundation Manager of the Year
Kristen O'Connor,
CFO and Treasurer,
The Ahmanson Foundation
Large Foundation Manager of the Year
John Hull,
CIO,
Andrew W. Mellon Foundation
2014 Winning Companies by Category
Equity Strategies
Large Cap Core:
J.P. Morgan Asset Management
Large Cap Growth:
T. Rowe Price Group
Large Cap Value:
T. Rowe Price Group
Mid Cap Core:
ClearBridge Investments
Mid Cap Growth:
Artisan Partners
Mid Cap Value:
MFS Investments
Small Cap Core:
PanAgora Asset Management
Small Cap Growth:
TimesSquare Capital Management
Small Cap Value:
Invesco
Fixed Income Strategies
Cash Management & Short-Term Fixed Income:
Federated Investors
Fixed Income Core:
Western Asset Management
Fixed Income Corporate:
Loomis, Sayles & Co.
Fixed Income Core Plus:
Western Asset Management
Fixed Income High Yield:
MacKay Shields
Fixed Income Government:
Putnam Investments
Fixed Income Investment Grade:
Garcia Hamilton & Associates
Fixed Income Mortgage-Backed Securities:
DoubleLine Capital
Fixed Income Municipal:
Northern Trust
Liability Driven Investments:
Legal and General Investment Management America
Fixed Income Indexer:
Northern Trust
International Strategies
Global Equity:
AQR Capital Management
Non-U.S. Equity Growth (excluding emerging markets):
Morgan Stanley Investment Management
Non-U.S. Equity Value (excluding emerging markets):
Acadian Asset Management
Emerging Markets Equity:
Thornburg Investment Management
Global Fixed Income: PIMCO
Non-U.S. Fixed Income (including emerging markets):
Franklin Resources
Emerging Markets Debt:
Goldman Sachs Asset Management
Alternatives and Other Strategies
REITs:
Cohen & Steers
Infrastructure:
Global Infrastructure Partners
Private Equity:
Blackstone Group
Venture Capital:
Sequoia Capital
Commodities and Energy:
Gresham Investment Management
Hedge Fund:
Bridgewater Associates
Funds of Hedge Funds:
Blackstone Group
ETFs:
BlackRock
Mutual Fund Company:
Vanguard
For information on attending or sponsoring the 2014 awards dinner, please contact:
Mark Lee, mlee@institutionalinvestor.com, 212-224-3140,
Doug Campbell, dcampbell@institutionalinvestor.com, 212-224-3299,
Mike Feinberg, mfeinberg@institutionalinvestor.com, 212-224-3320,
Joy DeSanto, jdesanto@institutionalinvestor.com, 212-224-3348 or
Robyn Armao, robyn.armao@institutionalinvestor.com, 212-224-3108.
Please visit the awards web site for additional information: www.usinvestmentawards.com
Tweet us at #iiawards
About Institutional Investor magazine
Now in its fifth decade, Institutional Investor has consistently distinguished itself among the world's foremost financial publications with groundbreaking journalism and incisive writing that provides "must read" intelligence for a global audience. This award-winning magazine is essential reading for the world's leading financiers, corporate executives and government officials, who rely on the breadth and depth of coverage that have made Institutional Investor such a premier publication. www.institutionalinvestor.com
About the U.S. Investment Management Awards
Institutional Investor magazine's U.S. Investment Management Awards recognizes U.S. institutional investors for their innovative strategies, fiduciary savvy and impressive short and long-term returns, as well as U.S. money managers in more than 35 asset classes and strategies who stood out in the eyes of the investor community for their exceptional performance, risk management and service. Investor award winners were chosen by the editorial staff of Institutional Investor magazine based on their market intelligence, performance data and additional information received from the industry following a public call for nominations. Manager winners were selected by the editors of the magazine based on the results of a survey of U.S. institutional investors. www.usinvestmentawards.com