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March 16, 2018

Lipper Fund Awards USA 2018: An Evening Celebrating Excellence and Top Performers!

by Thomson Reuters.

Held at the Mandarin Oriental in New York City, the Lipper U.S. Fund Awards dinner and ceremony recognized funds and fund management firms for their consistently strong risk-adjusted three-, five-, and/or ten-year performance relative to their peers. Eight Group Awards, including the coveted Overall Award, were given to firms with superior asset class performance.

This awards dinner brought together asset and wealth management visionaries, experts and influencers, fund managers, advisors, and fund distribution professionals to network and discuss market trends, critical investment issues, and new opportunities that affect the industry.

In addition to individual fund classification awards, Fund Family Awards were presented to the qualified firms from each asset class and group with the lowest average decile rank of the three-year Consistent Return measures of the eligible funds. Fund Family Award winners in attendance on February 27 were honored for the following awards:

  • Nuveen’s TIAA Investments won both the Best Overall Funds and the Best Mixed-Asset Funds Awards for a Large Fund Company. TIAA beat 33 other fund companies to take home the Best Overall trophy for the sixth straight year. It also finished first among 35 fund companies for its third consecutive victory in the Best Mixed-Asset Funds category. TIAA captured eight individual awards this year, including two trophies, all for mixed-asset fund classifications.
  • The Best Overall Funds Award for a Small Fund Company this year went to Thrivent Mutual Funds. This was the third consecutive year Thrivent has won the top prize in this category. It did so by outperforming 29 other fund companies that qualified for the award. Thrivent also took home two individual awards this year, including one trophy.
  • PRIMECAP Management Company won the Best Equity Funds Award for a Small Fund Company this year for the third consecutive year. PRIMECAP, which has approximately $27.3 billion in assets under management, outdistanced just over 200 other small fund companies for this year’s award.
  • Morgan Stanley Investment Management, Inc. captured the Best Fixed Income Funds Award for a Large Fund Company for the second straight year. Morgan Stanley finished first among 39 fund companies in the category this year on the strength of seven individual awards, including three trophies, in fixed income fund classifications.
  • Ashmore Funds won its first-ever fund family award this year—in the Best Fixed Income Funds for a Small Fund Company category. Ashmore, with just shy of $2.0 billion in assets under management, ranked Number One among 79 fund companies that qualified in this category. Ashmore also captured an individual award this year in the Emerging Markets Hard Currency Debt Funds classification.
  • Allianz Global Investors won the Best Mixed-Asset Funds Award for a Small Fund Company category this year. Allianz, which has roughly $25.6 billion in assets under management, bested 47 other small fund companies to take home the prize.

You can view the full list of the 2018 U.S. Lipper Fund Awards winners here, and you can view photos from the celebration here.

The Lipper Fund Awards, granted annually, highlight funds and fund companies that have excelled in delivering consistently strong risk-adjusted performance relative to their peers. The Lipper Fund Awards are based on the Lipper Leaders for Consistent Return rating, which is a risk-adjusted performance measure calculated over 36, 60, and 120 months. The fund with the highest Lipper Leader for Consistent Return (Effective Return) value in each eligible classification wins the Lipper Fund Award. For more information see www.lipperfundawards.com. Although Lipper makes reasonable efforts to ensure the accuracy and reliability of the data contained herein, the accuracy is not guaranteed by Lipper.


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