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Rating:Franklin, JPMAM, Clark, and Horizon Win Big Not Rated 0.0 Email Routing List Email & Route  Print Print
Thursday, November 11, 2021

Franklin, JPMAM, Clark, and Horizon Win Big

Reported by Andrew Lusk, Associate Reporter

The folks at the Money Management Institute (MMI) and Barron's (both based in New York City) have shared their picks for the top industry groups and those groups' winning initiatives this year, including in digital innovation, social justice, and disruption. Four asset managers — Clark Capital Management Group, Franklin Templeton, Horizon Investments, and J.P. Morgan Asset Management — were among the winners of the awards this time.

Jennifer M. "Jenny" Johnson
Franklin Resources, Inc. (dba Franklin Templeton)
President, CEO
Nominees and winners were announced today at an online awards banquet, the annual MMI Barron's Industry Awards for 2021.

Here's a complete list of the winners:

ASSET MANAGER OF THE YEAR (AUM OF $10 BILLION OR LESS) — Horizon Investments;

ASSET MANAGER OF THE YEAR (AUM BETWEEN $10-50 BILLION) — Clark Capital Management Group;

ASSET MANAGER OF THE YEAR (AUM OF MORE THAN $50 BILLION) — JPMAM;

DISRUPTION — Franklin Templeton, Goals Optimization Engine (GOE);

SOLUTIONS PROVIDER OF THE YEAR — iCapital Network, Global Alternative Investing Infrastructure;

DIGITAL INNOVATION — Merrill Lynch Investment Advisory Program, Digital Wealth Overview;

"DOING GOOD" — Invest in Others, Grants for Change;

SOCIAL JUSTICE — Cetera Financial, for Caring Cetera, as well as Raymond James for the team's diversity and inclusion program;

SUSTAINABLE AND ESG INVESTING — Envestnet PMC, for ESG due diligence enhancements and new impact overlay screens;

DISTRIBUTION EXCELLENCE — Practice Management Consultants, Black Financial Advisors Network exclusive coaching programs;

THOUGHT LEADERSHIP AND EDUCATION — iCapital Network and the CAIA Association, for AltsEdge; and

WEALTH MANAGER PLATFORM OF THE YEAR — Morgan Stanley, expansion of advice delivery and portfolio management capabilities. 

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