Quantcast
The MFWire
Manage Email Alerts | Sponsorships | About MFWire | Who We Are

Subscribe to MFWire.com's News Alerts [click]

Rating:Vanguard, Nuveen, and Morgan Stanley Win Big in Gotham Not Rated 3.0 Email Routing List Email & Route  Print Print
Friday, March 24, 2017

Vanguard, Nuveen, and Morgan Stanley Win Big in Gotham

Reported by Neil Anderson, Managing Editor

Last night Capital Group, Fidelity, Morgan Stanley [profile], Nuveen (formerly TIAA), OppenheimerFunds, Pimco, T. Rowe Price, and Vanguard all won big at an industry awards show in New York City.

Abby Johnson
Fidelity Investments
Chief Executive Officer
Thomson Reuters held the 2017 Lipper Fund Awards dinner at the Mandarin Oriental in midtown Manhattan, and 99 mutual fund shops' funds were recognized. A majority of the winning firms even landed multiple awards, and the eight shops mentioned above won 12 or more each.

Bob Jenkins, global head of research at Thomson Reuters Wealth Management/Lipper, presented the awards at the ceremony. Charles Schwab, Eaton Vance, Loomis Sayles, Pimco, and Virtus sponsored the event. InvestmentNews and the Wall Street Journal partnered with Thomson Reuters Lippers on the event, and Institutional Investor was the production partner.

As in past years, the High Water Women charity was featured at the awards dinner. Janice Abert, partner in the asset management practice at DHR International and board member at High Water Women, spoke to the attending fundsters and rallied them to donate during the event via text to support the charity's 2017 backpack drive. Their goal this is to raise $500,000 to put together 25,000 backpacks full of school supplies, to help schoolchildren in need.

The dinner also featured a "walk-up music contest." Each time a winner was brought to the stage, a different song played, and fundsters in the audience tweeted their guesses as to who sang that song. Fundsters at the winning table, number 19, each took home $100 Amazon gift cards.

About 200 fundsters attended the dinner, and about 160 came to the Lipper Alpha Forum at the nearby Ascent Lounge.

Capital Group's American Funds won 24 awards. OpFunds won 21 awards, Pimco won 17, Fidelity won 14, and T. Rowe Price won 13. Vanguard won 15 individual fund awards and one group award. Nuveen and TIAA won 12 individual awards and two group ones. And Morgan Stanley won 11 individual awards and one group award.

Wells Fargo won eight awards.

DFA, Eaton Vance, and Lord Abbett won six awards each. Thrivent won four individual awards and two group ones.

Cohen & Steers, Columbia Threadneedle, Ivy/Waddell & Reed, Legg Mason, and Matthews won five awards each. Primecap won four individual awards and a group one.

American Century, BlackRock, Charles Schwab, Delaware, Loomis Sayles, Parnassus, and Shelton won four awards each.

GMO, Great-West, Guggenheim, Hartford, SEI, and TCW won three awards each.

AB, Altegris, AQR, Calvert, Dupree, Franklin Templeton, GuideStone, Harding Loevner, Invesco, Janus, John Hancock, Lazard, MainStay, Neuberger Berman, ProFunds, RMB, Thornburg, Tortoise, U.S. Global Investors, USAA, Van Eck, Victory, and Virtus won two awards each. Westcore won one individual award and one group award.

Allianz, Alpine Woods, American Beacon, AMG, BMO, Boston Partners, Brandes, Brookfield, Cavanal Hill, Capstone, Catalyst, Clipper, Deutsche, Dodge & Cox, DoubleLine, Dreyfus, DuPont, FPA, Gateway, Harbor, Hennessy, Hood River, HSBC, Iron, Keeley, Leuthold Weeden, LoCorr, Meeder, MFS, Oak Associates, Pacific Life, Pear Tree, Polaris, Poplar Forest, Prudential, RidgeWorth, Scout, SilverPepper, Thompson, Towle, Voya, Wasatch, and Zacks won one award each. 

Stay ahead of the news ... Sign up for our email alerts now
CLICK HERE

3.0
 Do You Recommend This Story?



GO TO: MFWire
Return to Top
 News Archives
2024: Q3Q2Q1
2023: Q4Q3Q2Q1
2022: Q4Q3Q2Q1
2021: Q4Q3Q2Q1
2020: Q4Q3Q2Q1
2019: Q4Q3Q2Q1
2018: Q4Q3Q2Q1
2017: Q4Q3Q2Q1
2016: Q4Q3Q2Q1
2015: Q4Q3Q2Q1
2014: Q4Q3Q2Q1
2013: Q4Q3Q2Q1
2012: Q4Q3Q2Q1
2011: Q4Q3Q2Q1
2010: Q4Q3Q2Q1
2009: Q4Q3Q2Q1
2008: Q4Q3Q2Q1
2007: Q4Q3Q2Q1
2006: Q4Q3Q2Q1
2005: Q4Q3Q2Q1
2004: Q4Q3Q2Q1
2003: Q4Q3Q2Q1
2002: Q4Q3Q2Q1
 Subscribe via RSS:
Raw XML
Add to My Yahoo!
follow us in feedly


  1. MFDF webinar - Lessons Learned from the Regional Bank Volatility and the Impact on Registered Funds, June 18
  2. IMEA webinar - Snapshot on the Talent Landscape, June 18
  3. 2024 MMI National Accounts Roundable, June 18
  4. MMI webinar - RIA Consolidators: The New Key Accounts?, June 20
  5. MFDF Director Discussion Series - Open Forum (Philadelphia), June 20
  6. New York YPEM Cornhole Classic, June 25
  7. Celebrating 100 Years of the Mutual Fund, June 25
  8. 2024 MMI Institutional Roundtable, June 26
  9. Morningstar Investment Conference Conference 2024, Jun 26-27
  10. WE PNW Seattle - Pickleball and Networking, June 27
  11. Celebrating 100 Years of the Mutual Fund, July 11
  12. MFDF webinar - Mid-Year Tax Update for Registered Investment Companies, July 16
  13. MFDF Director Discussion Series - Open Forum via Zoom, July 17
  14. MFDF Director Discussion Series - Open Forum (New York), July 23
  15. IMEA Portfolio Construction Roundtable, September 19
  16. MFDF Continuing Regulatory Impacts on Fund Boards program, October 15
  17. 2024 MMI Annual Conference, Oct 15-17
  18. IMEA Philanthropic Day, October 22
  19. IMEA Leadership Summit, October 23
  20. IMEA Star Awards Celebration, October 23
  21. IMEA Marketing Summit, October 24
  22. 5th Annual ETFGI Global ETFs Insight Summit, October 29
  23. MFDF Director Discussion Series - Open Forum (Denver), November 6
  24. MFDF webinar - Digital Assets in the Fund Space (part 2 of 2), November 7
  25. MFDF 2025 Directors' Institute, January 27 - 29, 2025
  26. MFDF 2025 Fund Governance & Regulatory Insights Conference, March 6 - 7, 2025




©All rights reserved to InvestmentWires, Inc. 1997-2024
14 Wall Street | 20th Floor | New York, NY 10005 | P: 212-331-8968 | F: 212-331-8998
Privacy Policy :: Terms of Use