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

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

Rating:T. Rowe, Fidelity, Pimco and OpFunds Crush It In Gotham Not Rated 0.0 Email Routing List Email & Route  Print Print
Friday, March 08, 2019

T. Rowe, Fidelity, Pimco and OpFunds Crush It In Gotham

Reported by Neil Anderson, Managing Editor

Last night 99 fund firms — including T. Rowe Price, Fidelity, Pimco, OppenheimerFunds, Vanguard, TIAA's Nuveen, Capital Group's American Funds, and many more — won big at an industry awards show in New York City.

Bob Jenkins, head of research at Refinitiv's Lipper, returned to emcee the 2019 Refinitiv Lipper Fund Awards USA dinner, which was held again at the Mandarin Oriental in midtown Manhattan. 100 mutual fund shops were recognized. The eight shops mentioned above each won more than a dozen wards, and many other fund firms won multiple awards, too. (Here's the methodology.)

This was the first U.S. Lipper Fund Awards show since Refinitiv spun out of Thomson Reuters last year, so as Jenkins pointed out, the color scheme shifted to blue (thanks to Refinitiv's logo). Pradeep Menon, managing director of investing and advisory at Refinitiv, talked about the new company and its history.

The Lipper team partnered again with InvestmentNews on the event, and the publication's associate publisher and managing editor, Mark Bruno, spoke at the event. Fred Gabriel, Jr., editorial director of the publication, also did an ESG-focused "fireside chat" (sans fireside) with Kathleen Gaffney, managing director of fixed income at Eaton Vance. It turns out that, if Gaffney made a Netflix series about her experience integrating ESG investing expertise over the last couple of years, she would call it "A Remarkable Planet."

For the fourth year in a row, the High Water Women charity partnered with Lipper at the dinner. Kathleen Kelley, founding managing partner of the charity, rallied attending fundsters to contribute to HWW's 2019 backpack drive. They raised more than $12,000 this time, and their goal is to reach $400,000 this year so that this fall they can supply 20,000 children with backpacks full of school supplies.

"We're empowerment squared," Kelley said.

T. Rowe was the biggest winner last night, landing 22 awards. Fido won 21 awards, OpFunds and Pimco 19 each (including 2 group awards for Pimco), Vanguard 18, and Cap Group and Nuveen 14 each (including a group award for TIAA). Other group winners included: Morgan Stanley, which won 13 awards; Thrivent, which won seven; Ashmore, which won four; Primecap, which won two; and GuideStone.

Eaton Vance won 12 awards. BlackRock and Wells Fargo won nine each. Franklin Templeton and Virtus won six each. GMO, Hartford, and Invesco won five each. And Catalyst won four.

Charles Schwab, Columbia Threadneedle, Crossmark, DFA, Great-West, J.P. Morgan, MFS, ProFunds, and Voya all won three awards each.

Adams Asset Investors, AllianceBernstein, AQR, Cohen & Steers, Copley, Dodge & Cox, DoubleLine, Euro Pacific Asset Management, Harvest, Highland, Hotchkis & Wiley, Icon, Legg Mason, Loomis Sayles, Matthews Asia, Oak Associates, and Thompson IM all won two awards each.

The other winners included: 361 Capital, Aberdeen Standard, Advisors Preferred, AlphaCentric, AlphaSimplex, Altegris, American Beacon, American Century, Amundi Pioneer, AXA, Baron, Cavalier, Credit Suisse, Davis, Macquarie's Delaware, Diamond Hill, BNY Mellon's Dreyfus, First Trust, Firsthand Capital, Frost, Gamco, Gotham, Guggenheim, Hennessy, Infinity Q, John Hancock, Kerns Capital Management, Kinetics Asset Management, Knights of Columbus Asset Advisors, Lazard, LoCorr, Lord Abbett, Neuberger Berman, PGIM, Polaris Capital Management, Polen, Principal, Putnam, RiverNorth, RMB, Schwartz, SEI, Seven Canyons, Shelton, Sit, SunAmerica, TCW, Tortoise, USAA, Van Eck, WCM Investment Management, and Zevenbergen

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

 Do You Recommend This Story?

Return to Top
 News Archives
2021: Q2Q1
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:
Add to My Yahoo!
follow us in feedly

  1. MFDF webinar - Gamification of Securities Trading: Fad or the Future?, April 14
  2. IDC Speaker Series - Diversity, Inclusion, and Implicit Bias: An Interview with Song Richardson, April 14
  3. IDC Virtual Roundtable: New Jersey and Pennsylvania - April 2021, April 15
  4. MFDF In Focus: Board Oversight of Sub-advisers, April 15
  5. The 31st Sub-Advised Funds Forum, Apr 20-21
  6. ETF.com Awards 2020, April 20
  7. IDC Virtual Roundtable: Florida - April 2021, April 20
  8. IMEA Marketing Council Roundtable | Engaging Advisors In a Virtual World, April 21
  9. MFDF Director Discussion Series - Open Forum via Zoom (Northeast), April 21
  10. FIASI virtual event - ESG in Fixed Income: Shining a Light on Transparency, Apr 22-23
  11. IDC Virtual Roundtable: Alabama, Georgia, North Carolina, and South Carolina - April 2021, April 22
  12. IDC Webinar: The Future of the Workplace - April 2021, April 23
  13. IDC Virtual Roundtable: Arkansas, Louisiana, Mississippi, Oklahoma, Tennessee, and Texas - April 2021, April 27
  14. MFDF Case Studies in Fund Oversight — A Virtual Roundtable for Directors, Apr 28-29
  15. IDC Virtual Roundtable: Iowa, Kansas, Minnesota, Missouri, Nebraska, North Dakota, and South Dakota - April 2021, April 29
  16. 44th Annual AIMSE Marketing & Sales Conference, May 2-4
  17. MFDF Director Discussion Series - Open Forum via Zoom (Southeast), May 5
  18. ICI 2021 General Membership Meeting - Day 1, May 6
  19. Emerging Manager Forum USA, May 12-14
  20. ICI 2021 General Membership Meeting - Day 2, May 13
  21. 2021 FINRA Annual Conference, May 18-20
  22. IDC Speaker Series - Abby Joseph Cohen: A Conversation About the State of the Global Markets, May 19
  23. 2nd annual ETFGI Global ETFs Insights Summit - USA, May 19-20
  24. MFDF Director Discussion Series - Open Forum via Zoom, May 19
  25. Irish Funds Online Annual Global Funds Conference 2021, May 19-20
  26. MFDF webinar - Fund Director Compensation: MPI Annual Survey (2021), May 20

©All rights reserved to InvestmentWires, Inc. 1997-2021
14 Wall Street | 20th Floor | New York, NY 10005 | P: 212-331-8968 | F: 212-331-8998
Privacy Policy :: Terms of Use