Mutual Fund Industry Awards 2019 | Pageant Media Ltd | Cipriani 42nd Street®, 110 East 42nd Street, New York, NY 10017, US

Categories:
Mutual Fund Awards
• Trustee of the Year
• Small Board Trustee of the Year
• Independent Counsel of the Year
• Independent Counsel of the Year
• Ad Campaign of the Year
• Deal of the Year
• Fund Leader of the Year
• Fund Marketer of the Year
• Retirement Leader of the Year
• Sales Success of the Year - Mutual Funds

ETF Awards
• ETF Innovation of the Year
• ETF Newcomer of the Year
• Active ETF of the Year
• Smart-beta ETF of the Year
• ETF Provider of the Year
• Alternative ETF of the Year
• Thematic ETF of the Year
• ETF of the Year
• ETF Suite of the Year
• Sales Success of the Year - ETFs
• ESG/Impact ETF of the Year

Judges Choice Awards
• Newcomer Director of the Year
• Fund Innovation of the Year
• Social Media Leader of the Year

Lifetime Achievement Awards
• Fund Action Lifetime Achievement
• Fund Directions Lifetime Achievement

Rising Stars
• Rising Stars

Hall of Fame
• Hall of Fame

2018 Winners:

FUND ACTION LIFETIME ACHIEVEMENT
• Jim Jessee, MFS Investment Management

FUND DIRECTIONS LIFETIME ACHIEVEMENT
• James Pappas, Carillon Family of Funds

RISING STAR
• Mark Parise, partner, Perkins Coie

RISING STAR
• Madison Sargis, quantitative analyst, Morningstar

RISING STAR
• Ken Burdon, counsel, investment management, Skadden, Arps, Slate, Meagher & Flom

RISING STAR
• Nicole Crum, partner, Sullivan & Worcester

RISING STAR
• Kevin Hardy, partner, investment management, Skadden, Arps, Slate, Meagher & Flom

RISING STAR
• Megan Claucherty, senior attorney, Harris Associates

RISING STAR
• Steve Brown, managing director, Guggenheim Investments

RISING STAR
• Amy Hauter, associate portfolio manager, Brown Advisory

RISING STAR
• Jason Monfort, senior associate, Goodwin Procter

RISING STAR
• Pablo Man, senior associate, K&L Gates

HALL OF FAME 2018
• WisdomTree Investments

NEWCOMER DIRECTOR OF THE YEAR
• Keith Hartstein, PGIM Investments

FUND INNOVATION OF THE YEAR
• WisdomTree Investments’ Advisor Solutions Platform

SOCIAL MEDIA LEADER OF THE YEAR
• APViewpoint

TRUSTEE OF THE YEAR
• George Morriss, Neuberger Berman Funds

SMALL BOARD TRUSTEE OF THE YEAR
• Ray Woolson, Advisors Series Trust

INDEPENDENT COUNSEL OF THE YEAR
• Rajib Chanda, Simpson Thacher & Bartlett

FUND LEADER OF THE YEAR
• Marie Chandoha, Charles Schwab Investment Management

FUND MARKETER OF THE YEAR
• Stephen Tisdalle, State Street Global Advisors

RETIREMENT LEADER OF THE YEAR
• J.P.Morgan Asset Management

AD CAMPAIGN OF THE YEAR
• OppenheimerFunds, Challenge the Index

DEAL OF THE YEAR
• Aberdeen Asset Management and Standard Life Investments merger

SALES SUCCESS OF THE YEAR- MUTUAL FUNDS
• The Russell Investments Multi-Asset Growth Strategy (RMGSX)

ETF INNOVATION OF THE YEAR
• Global X Robotics & Artificial Intelligence ETF (BOTZ)

ETF NEWCOMER OF THE YEAR
• DeltaShares by Transamerica

ACTIVE ETF OF THE YEAR
• The ARK Innovation ETF (ARKK)

SMART-BETA ETF OF THE YEAR
• iShares Edge MSCI USA Momentum Factor ETF (MTUM)

ETF PROVIDER OF THE YEAR
• ARK Invest

ALTERNATIVE ETF OF THE YEAR
• The WisdomTree Dynamic Long/Short U.S. Equity Fund (DYLS)

THEMATIC ETF OF THE YEAR
• Global X Robotics & Artificial Intelligence ETF (BOTZ)

ETF OF THE YEAR
• Global X Robotics & Artificial Intelligence ETF (BOTZ)

ETF SUITE OF THE YEAR
• iShares Core ETFs

SALES SUCCESS OF THE YEAR- ETFs
• iShares Core ETF Suite

ESG/IMPACT ETF OF THE YEAR
• Oppenheimer Global ESG Revenue ETF (ESGF)