Welcome to CIO’s awards season, now in its 14th year!

Since 2010, CHIEF INVESTMENT OFFICER has highlighted the truly innovative approaches to the challenges of institutional asset ownership and asset management.

This year, we are celebrating those asset owners, asset management firms and consultants that have thrived and been incredible leaders, even as markets have been volatile, and inflation and rates are in flux.

In May, we opened nominations to CIO registrants and our friends and partners in the industry. Each nominee was asked to fill out an application offering details about performance, innovative strategies, contributions to the industry and drivers of success. Categories awarded each year may differ depending on the categories in which we receive applications.

A panel of internal judges at CIO selects the finalists for both Asset Owners and Asset Management & Servicing awards and selects the winners in each Asset Management & Servicing category. Previous award winners help the panel select the winners in each category for the Asset Owner awards.

The award categories and finalists for 2024 are listed below.

On December 10, at Chelsea Piers in New York City, 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 the winners are announced. There is nothing like having a room full of peers to applaud your hard-won success.

Asset Owner Industry Innovation Awards Finalists:

Corporate Defined Benefit

• John Blaha, Dow
• Ernie Caballero, UPS
• Jeanmarie Grisi, Nokia

Defined Contribution

• Paul Colonna, Lockheed Martin Investment Management Company
• Elizabeth Fernando, Nest

Endowments

• Richard Chau, Tulane University
• Geeta Kapadia, Fordham University
• Christine Kelleher, National Gallery of Art
• Karl Scheer, University of Cincinnati

Foundations

• John Barker, The Kresge Foundation
• Eric Doppstadt, The Ford Foundation
• Kathleen Simpson, The Russell Family Foundation

Health Care/Hospital Plans

• Mark Cagwin, SSM Health
• Josh Rabuck, Indiana University Health
• Rob Roy, AdventHealth
• Donna Snider, Hackensack Meridian Health
• Stefan Strein, Cleveland Clinic

Public Defined Benefit <$25B

• TJ Carlson, Missouri State Employees Retirement System
• Ted Hall, Ohio Police & Fire Pension Fund
• Molly Murphy, Orange County Employees Retirement System
• Timothy Reese, Pennsylvania Municipal Retirement System (PMRS)
• Kristin Varela, Employees’ Retirement System of the State of Hawaii

Public Defined Benefit >$25B

• Joe Aguilar, Illinois State Treasury
• Geoffrey Berg, South Carolina Retirement System Investment Commission
• Benjamin Cotton, Pennsylvania Public School Employees’ Retirement System
• Yup Kim, Texas Municipal Retirement System (TMRS)

Sovereign Wealth Funds

• Marcus Frampton, Alaska Permanent Fund Corporation
• Robert “Vince” Smith, New Mexico State Investment Council

Asset Management & Servicing Award Finalists:

Data and Technology

• Canoe Intelligence
• M2M Capital
• Pitchbook
• Schroders

Emerging Markets

• AGI
• Ariel Investments
• Brookfield Asset Management
• Principal Asset Management

ESG/ Sustainability

• Capricorn Investment Group, LLC
• Goldman Sachs Asset Management
• Principal Asset Management
• TOBAM

Liability-Driven Investing (LDI) – Large^*

• Agilis
• LGIM America
• NISA
• Principal Asset Management
• SLC Management

Liability-Driven Investing (LDI) – Mega^†

• Capital Group
• Goldman Sachs Asset Management
• Wellington Management Company LLP

Multi Asset Portfolios

• LGIM America
• Lumenai Investments LLC
• TOBAM

OCIO

• Cerity Partners OCIO
• Goldman Sachs Asset Management
• Investment Office Resources, LLC (IOR)
• PNYX Group SA

Pension Risk Transfer

• Agilis
• Athene
• Principal Asset Management

Private Credit

• Apollo Global Management
• Principal Asset Management
• SLC Management

Public Equity

• LGIM America
• Vontobel

Public Fixed Income

• Capital Group
• LGIM America
• NISA
• Vontobel

^*Large represents assets under management less than $1 trillion.
^†Mega represents assets under management greater than $1 trillion