101 mutual fund families won awards last night, with top honors going to
Thrivent [
profile] and
TIAA [
profile].
| Francis Kinniry
Vanguard's Investment Strategy Group Principal | |
Yesterday Thomson Reuters'
Lipper arm held its
2016 fund awards at the Mandarin Oriental in New York City. In the afternoon fundsters gathered at the Mandarin for the 2016
Thomson Reuters Lipper Alpha Forum, and after the panel discussions the cocktail reception for the awards dinner party began. Lipper's
Jeff Tjornehoj was the emcee, and about 300 fundsters from across the country turned up for the shindig. Here's the
full list of who won what.
TIAA and Thrivent (in TIAA's case, for the fourth year in a row) won the overall large and small fund family awards. Other winners of family awards included
Guggenheim [
profile],
TCW's MetWest [
profile],
Harris Associates' Oakmark [
profile], and
Primecap [
profile].
Vladimir de Vassal of
Glenmede Investment Management [
profile] won the individual "excellence in fund management award" for research analysts.
101 fund families, including the six family award winners above, won awards for specific funds and categories. Of those winners, Lipper invited to the stage representatives of the 39 families who each had at least one winning fund in multiple performance time periods (three, five, and/or ten years). See below for a complete list of the families who won last night.
Lipper teamed up with a charity, the
High Water Women Foundation. The foundation folk gathered donations at the party, raising money to help pay for new backpacks and school supplies for underprivileged students. The foundation also offers students financial literacy classes, taught by Wall Street executives. Fundsters who donated at least $100 to the foundation last night were entered into a drawing to win one of two brand new Tumi backpacks stuffed with all sorts of goodies.
In a new twist on the awards ceremony, each winner was serenaded to the stage by a different song made famous by film. Fundsters tried to match each song with the right movie, making their guesses via twitter, and the winning table received credits for the Mandarin Oriental hotel chain.
And that wasn't the only Hollywood touch last night. When leaving the ceremony, some fundsters were lucky enough to run into movie star
Morgan Freeman as he was returning to the hotel.
Prior to the party, Lipper held its Alpha Forum. Featured speakers and panelists at the form included:
Duncan Balsbaugh, senior market strategist for Thomson Reuters' IFR Markets division;
Jeff Benjamin, senior columnist at
InvestmentNews;
Lisa Black, senior managing director, chief investment officer and head of global public markets at TIAA;
Mark Carver, vice president at
AQR [
profile];
David Francis, head of equities at Thrivent;
Tim Gaumer, global director of fundamental research at Thomson Reuters;
Jeff Goldfarb, U.S. editor for Thomson Reuters' Breakingviews;
Brian Jacobsen, chief portfolio strategist at
Wells Fargo [
profile];
Robert Jenkins, global head of research at Lipper;
Francis Kinniry, principal in
Vanguard's [
profile] investment strategy group;
Barry Mandinach, executive vice president and head of distribution for
Virtus [
profile];
Scott Minerd, chairman and global CIO at Guggenheim; and
Candice Tse, senior market strategist at
Goldman Sachs Asset Management [
profile].
The 39 fund families that each had at least one fund that won in multiple time periods were:
Allianz Global Investors [
profile]
American Century [
profile]
Capital Group's American Funds [
profile]
Artisan Partners [
profile]
BlackRock [
profile]
Canaval Hill
Charles Schwab [
profile]
Cohen & Steers [
profile]
Delaware [
profile]
Eaton Vance [
profile]
Fidelity [
profile]
First Eagle [
profile]
Franklin Templeton [
profile]
Glenmede
Goldman Sachs
GMO [
profile]
GW Capital Management
Harbor [
profile]
Hartford [
profile]
Waddell & Reed's Ivy [
profile]
J.P. Morgan [
profile]
Lazard [
profile]
Lord Abbett [
profile]
Matthews [
profile]
Morgan Stanley [
profile]
TIAA's
Nuveen [
profile]
Parnassus [
profile]
Allianz's
Pimco [
profile]
PNC [
profile]
Polaris
PrimeCap
Power's
Putnam [
profile]
RidgeWorthprofile]
SEI [
profile]
Shelton [
profile]
T. Rowe Price [
profile]
USAA [
profile]
Vanguard
Wells Fargo
The other 62 winning fund families were:
AB [
profile]
AlphaSimplex [
profile]
American Beacon [
profile]
AQR
Robeco's Boston Partners [
profile]
Brown Capital management [
profile]
Burnhamprofile]
Capstone [
profile]
Catalyst [
profile]
Chickasaw [
profile]
Columbia Threadneedle [
profile]
Deutsche [
profile]
DFA [
profile]
BNY Mellon's
Dreyfus [
profile]
Driehaus [
profile]
Dupree [
profile]
Emerald Advisors
Emerald Mutual Fund Advisers Trust
Federated [
profile]
Firsthand [
profile]
FundX
Gamco's Gabelli [
profile]
Guggenheim
Hennessy [
profile]
Highland [
profile]
Janus [
profile]
John Hancock [
profile]
Leader [
profile
Legg Mason [
profile]
Leuthold Weeden [
profile]
LoCorr [
profile]
LSV [
profile]
New York Life's
MainStay [
profile]
AMG's Managers Investment Group [
profile]
TCW's MetWest
Nicholas [
profile]
Harris' Oakmark
Oberweis [
profile]
MassMutual's
OppenheimerFunds [
profile]
Payden & Rygel [
profile]
ProFunds [
profile]
Prudentialprofile]
Quaker [
profile]
RE Advisers
Robeco Investment Funds
Guggenheim's
Rydex
Sycamore
TCW
Third Avenue [
profile]
Thornburg [
profile]
Thrivent
TIAA
Transamerica [
profile]
Turner [
profile]
Van Eck [
profile]
Victoryprofile]
Viking [
profile]
Virtus
Voya [
profile]
Waddell & Reed
Wellington [
profile]
William Blair [
profile] 
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