Alternative Investment Access / Democratization (Semi-liquid alts, interval funds, Alt CITs)

Winner Retail: KKR

Winner Institutional: Franklin Templeton 

Product Innovation/New Product Development (Alts) 

Honorable Mention Retail:  State Street Investment Management

Overall Winner Retail: KKR

Winner Retail Boutique Firm: Calamos Investments

Winner Institutional Boutique Firm: Easterly Clear Ocean

Winner Institutional Large Company: Churchill Asset Management 

Product Innovation/New Product Development (Long-Only)  

Winner Retail Boutique Firm: Tortoise Capital

Winner Retail Large Company: VanEck

Winner Institutional: Tema ETFs

Product Innovation/New Product Development (Other)

Winner Retail: ProShares

Winner Institutional: Vitera

Excellence in Specialized Strategy Education

Winner Retail: Four Springs Capital

DC Retirement Planning Content

Winner Retail: Manulife John Hancock Retirement

Excellence in 529 Education

Winner Retail: J.P. Morgan Asset Management

Investment / Product Education

Winner Retail Boutique Firm: Calamos Investments

Winner Retail Large Company: Capital Group 

Thought Leadership: Retirement Planning

Winner Retail: Manulife John Hancock Retirement

Thought Leadership: Legacy & Estate Planning

Winner Retail: Natixis Investment Managers

Thought Leadership: Institutional Solutions (OCIO, LDI, Custom Portfolios)

Winner Institutional: M&T Bank / Wilmington Trust

Thought Leadership: ESG / Sustainable Investing

Asset Management Overall Category Winner: Domini Impact Investments LLC

Thought Leadership: Alternative Investments

Honorable Mention Retail: J.P. Morgan Asset Management

Winner Retail: Blackstone

Winner Institutional: New York Life Investment Management

Thought Leadership: Asset Allocation

Winner Retail: T. Rowe Price

Winner Institutional: Morgan Stanley Investment Management

Thought Leadership: Capital Markets

Honorable Mention Retail: AllianceBernstein

Winner Retail: J.P. Morgan Asset Management

Excellence in Institutional Reporting & Transparency

Winner Institutional: Athene

Institutional Client Service Excellence

Winner Institutional: Parametric

Institutional Research Excellence

Winner Institutional: Nuveen

Advisor Engagement Tools

Honorable Mention Retail

Franklin Templeton 

T. Rowe Price

 Winner Retail: AllianceBernstein

Investor Engagement Tools

Winner Retail: Hartford Funds

Distribution Intelligence Program: Salesforce Productivity Impact

Winner Retail: Principal Asset Management

Key Accounts Partnership Program

Winner Retail: American Century Investments

Value-Add Programs | Practice Management

Winner Retail Large Company: Capital Group

Winner Retail Boutique Firm: Touchstone Investments

Value-Add Programs | Portfolio Construction

Winner Retail: Schwab Asset Management

Value-Add Programs | Tax Optimization (Direct Indexing)

Winner Overall: Allspring Global Investments

Community Investment Program (Firm-Led CSR/Volunteerism)

Honorable Mention Overall: 

Lord Abbett

Invesco

Winner Overall Boutique Firm: Thornburg Investment Management

Winner Overall Large Company: Schroders

Marketing Innovation

Winner Retail: MFS Investment Management

Winner Institutional Boutique Firm: Dunham & Associates Investment Counsel, Inc.

Winner Institutional Large Company: T. Rowe Price

Branding / Positioning Initiative

Honorable Mention Retail: Janus Henderson Investors

Winner Retail Large Company: Nuveen

Integrated Marketing Campaign of the Year (Multi-Channel)

Honorable Mention Retail

 Goldman Sachs Asset Management

Natixis Investment Managers

Winner Retail Boutique Firm: Calamos Investments

Winner Retail Large Company: Capital Group 

AI Utilization

Honorable Mention Overall Category: Franklin Templeton

Winner Overall Category: Manulife John Hancock Investments

Partnership of the Year

Winner Retail: Lincoln Financial Group

Winner Institutional: Promote Giving

Winner Service Providers: Stradley Ronon

M&A Deal of the Year

Winner Overall Category: WisdomTree

Service Provider of the Year | Technology, Distribution & Marketing

Winner: Red Oak

Service Provider of the Year | Outsourced Investment Solutions (Asset Management Operations)

Winner: Canoe Intelligence

Service Provider of the Year | Outsourced Investment Solutions (Client-Facing)

Winner: Russell Investments

Marketing Team of the Year 

Honorable Mention: Capital Group 

Winner: Nuveen 

Sales Enablement Team of the Year

Winner: Columbia Threadneedle Investments

Investment Manager CMO of the Year

Tara Giuliano - Nuveen

Investment Manager CIO of the Year

Kate El-Hillow - Russell Investments

Investment Manager CEO of the Year

Zach Buchwald - Russell Investments