Welcome to CIO’s awards season, now in its 12th year!
This year, we are celebrating those who have thrived and been incredible leaders as markets have turned rough and inflation and rates have risen. We are planning to gather in person to applaud their hard work on December 6 at Chelsea Piers in New York City.
As we selected these finalists, our mission was to search the industry for firms that have truly and reliably enhanced the portfolios and improved the work of their clients. While canvassing and reviewing the award nominations, we learned just how hard so many of you are working in the face of a global shift in monetary policy that has made markets challenging.
Many have reexamined long-held assumptions and are achieving success against the backdrop of geopolitical forces unwinding decades of globalization and other macro trends. We are also recognizing finalist firms that are working with asset owners to improve the technology and information they have access to about their portfolio, and those organizations that are working to increase diversity, equity and inclusion in this industry.
And in a year when the label has become a lightning rod, we are also recognizing firms for their work in environmental, social and governance-driven investing.
Since 2010, CIO has used this awards program to highlight truly innovative approaches to the challenges of institutional asset ownership and asset management. Our panel of industry judges will help us to select the winners from this qualified group of contenders.
The finalists are listed below.
On December 6 at Chelsea Piers, we will host both the Influential Investors Forum and our Industry Innovation Awards celebration, where we will announce this year’s winners.
Save the date, because you’ll want to be in the room to meet finalists, talk with them about investing and join the excitement as our winners are announced. There is nothing like having a room full of peers to applaud your hard-won success.
Asset Owner Industry Innovation Award Finalists:
Corporate Defined Benefit
Efforts in Diversification
Efforts in ESG
Endowments & Foundations
Health Care Plans
Public Defined Benefit Assets Less Than $12B
Public Defined Benefit Assets $12B to $20B
Public Defined Benefit Assets $20B to $100B
Public Defined Benefit Assets Greater Than $100B
Risk Management
Sovereign Wealth Funds
- Cummins Inc.—Gloria Griesinger
- Eastman Kodak—Thomas Mucha
- DuPont Capital Management—Valerie J. Sill
- International Monetary Fund—Derek Bills Winner
- FedEx—Jeff Lewis
- General Electric Pension Trust—Harshal Chaudhari
- Pension Protection Fund—Barry Kenneth
- Hartford Health Care—David Holmgren Winner
- Nest—Mark Fawcett
- New York Common Retirement Fund—Anastasia Titarchuk
- Pension Protection Fund—Barry Kenneth Winner
- Hartford Health Care—David Holmgren
- PGGM—Geraldine Leegwater
- Los Angeles County Employees Retirement Association (LACERA)—Jonathan Grabel
- Church Commissioners for England—Tom Joy
- Wesleyan University—Anne Martin
- The Harry & Jeanette Weinberg Foundation—Jonathan Hook Winner
- Trinity Wall Street—Meredith Jenkins
- SSM Health—Mark Cagwin
- Indiana University Health—Josh Rabuck
- Memorial Sloan Kettering Cancer Center—Jason Klein Winner
- Hackensack Meridian Health—Donna Snider
- Thomas Jefferson University—Alfred Salvato
- Cleveland Clinic—Stefan Strein
- Seattle City Employees’ Retirement System—Jason Malinowski
- Fairfax County Police Officers Retirement System; Fairfax County Employees’ Retirement System—Katherine Molnar; Andrew J. Spellar
- University of Missouri System—Thomas Richards Winner
- Municipal Employees Retirement System of Michigan—Jeb Burns
- New Mexico Educational Retirement Board—Bob Jacksha Winner
- Los Angeles Water & Power Employees’ Retirement Plan—Jeremy Wolfson
- Pension Protection Fund—Barry Kenneth
- Orange County Employees Retirement System—Molly Murphy
- Indiana Public Retirement System—Scott Davis
- Maryland State Retirement Agency—Andrew Palmer Winner
- State of Wisconsin Investment Board—Edwin Denson Winner
- New York Common Retirement Fund—Anastasia Titarchuk
- California State Teachers’ Retirement System—Christopher Ailman
- International Paper—Robert Hunkeler
- Los Angeles County Employees Retirement Association (LACERA)—Jonathan Grabel
- General Electric Pension Trust—Harshal Chaudhari Winner
- State of Wisconsin Investment Board—Edwin Denson
- Texas Permanent School Fund—Holland Timmins
- Fondo de Ahorro de Panama (Panama Sovereign Wealth Fund)—Abdiel Santiago Winner
- Alaska Permanent Fund Corporation—Marcus Frampton
Consultant of the Year
Data and Technology
Diversity
ESG
Hedge Funds
Liability-Driven Investing
Multi-Strategy Investing
OCIO
Private Assets
Real Assets and Infrastructure
- Mercer Consulting, in recognition of the service of Cori Trautvetter
- NEPC, in recognition of the service of Kristin Reynolds and Allan Martin
- Aiperion, in recognition of the service of Sorina Zahan Winner
- Diligend
- Venn by Two Sigma
- SEI Winner
- Intelligo
- Lumenai Investments LLC
- Vidrio Financial
- Ariel Investments Winner
- PIMCO
- Verus Investments
- NEPC
- Russell Investments
- TOBAM
- Boston Common Asset Management
- IOR, LLC Winner
- Teza Technologies Winner
- Lumenai Investments LLC
- Tectonic Investors
- LGIM America Winner
- Agilis
- Goldman Sachs Asset Management (GSAM)
- Capital Group
- TOBAM Winner
- LGIM America
- Capital Group
- BERG Capital Management
- SEI
- Goldman Sachs Asset Management Winner
- Principal Global Investors
- PIMCO
- Neuberger Berman Winner
- Principal Global Investors
- ABL Aviation Winner
- Actis