2023 Asset Owner Industry Innovation Award Finalists Announced

On December 5, CIO will recognize the allocators driving change and enhancing performance in institutional investing.

Chief Investment Officer is again—for the 13th year—celebrating institutional asset owners who have thrived and been incredible leaders, even as markets have turned rough and inflation and rates have risen.

As we selected finalists for the 2023 Industry Innovation Awards, our mission was to search the industry for CIOs working to improve their investment results and create and manage teams that pursue excellence.

From this qualified group of contenders, a panel of industry judges will help select the winners, which will be announced December 5 at the Industry Innovation Awards Celebration in New York City.


The finalists are:

Corporate DB <$20B

  • Angie Buk—3M
  • Jeanmarie Grisi—Nokia
  • Thomas Mucha—Kodak
  • Carol Tusch—International Paper

Corporate DB >$20B

  • Ernie Caballero—UPS
  • Harshal Chaudhari—GE
  • Jeffrey Lewis—FedEx
  • Elizabeth Tulach—Boeing

Efforts in Diversity

  • Jagdeep Bachher—University of California, Regents
  • John Barker—Kresge Foundation
  • Jason Klein—Memorial Sloan Kettering Cancer Center

Efforts in ESG

  • John Barker—Kresge Foundation
  • Richard Kent—Friends Fiduciary
  • Jeff Mindlin—Arizona State University Foundation
  • Aaron Moore—California State University Foundation

Endowments

  • Tim Barrett—Texas Tech University System
  • Richard Chau—Tulane University
  • Sonali Dalal—University of St. Thomas
  • Marcus Frampton—Alaska Permanent Fund
  • Geeta Kapadia—Fordham University
  • Christine Kelleher—National Gallery of Art

Foundations

  • Colin Ambrose—Mother Cabrini Health Foundation
  • Leena Bhutta—Doris Duke Foundation
  • Carlos Rangel—W.K. Kellogg Foundation

Health Care Plans

  • Mark Cagwin—SSM Health
  • David Erickson—Ascension
  • Josh Rabuck—Indiana University Health
  • Alyssa Rieder—CommonSpirit Health
  • Rob Roy—AdventHealth

Public DB <$10B

  • T.J. Carlson—Missouri State Employees Retirement System
  • Jason Malinowski—City of Seattle
  • Katherine Molnar; Andrew J. Spellar—Fairfax County Police Officers Retirement System; Fairfax County Employees’ Retirement System
  • Craig Slaughter—West Virginia Investment Management Board

Public DB $10B - $20B

  • Ted Hall—Ohio Police and Fire Pension Fund
  • Raynald Leveque—The New Hampshire Retirement System
  • Mark Steed—Arizona Public Safety Personnel Retirement System

Public DB >$20B

  • Benjamin Cotton—Pennsylvania Public School Employees Retirement System
  • Scott Davis—Indiana Public Retirement System
  • Andrew Junkin—Virginia Retirement System
  • Molly Murphy—Orange County Employees Retirement System

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2023 Asset Management & Servicing Industry Innovation Award Finalists Announced

CIO will recognize firms driving change and enhancing performance in institutional investing on December 5.

For the 13th year, Chief Investment Officer is celebrating asset management firms and consultants that have thrived and been incredible leaders, even as markets have turned rough and inflation and rates have risen.

As we selected finalists for the 2023 Industry Innovation Awards, our mission was to search the industry for firms that have truly and reliably enhanced the portfolios and improved the work of their clients.

From this qualified group of contenders, a panel of judges will help select the winners, which will be announced December 5 at the Industry Innovation Awards Celebration in New York City.


The finalists are:

Data and Technology

  • DEF 14 Inc.
  • DiligenceVault
  • LP Analyst
  • Lumenai Investments LLC
  • PitchBook
  • Venn by Two Sigma

Emerging Markets

  • Principal Finisterre
  • Vontobel

ESG

  • Bailard
  • Principal
  • Sage Advisory Services
  • Schroders Asset Management
  • TOBAM
  • Vontobel

Hedge Funds

  • Aspect Capital
  • Lumenai Investments LLC

Liability-Driven Investing (LDI) – Large*

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

*Assets under management less than $1 trillion

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Liability-Driven Investing (LDI) – Mega

  • Capital Group
  • Goldman Sachs Asset Management
  • JP Morgan Asset Management
  • Wellington Asset Management

Assets under management in the trillions

Multi-Asset Portfolios

  • Goldman Sachs Asset Management
  • LGIM America
  • Lumenai Investments LLC
  • TOBAM

OCIO

  • Berg Capital Management
  • BlackRock
  • Goldman Sachs
  • SEI
  • TIFF Investment Management

Pension Risk Transfer

  • Agilis
  • Athene
  • NISA Investment Advisors
  • OneAmerica

Private Credit

  • 17Capital
  • Apollo Global Management
  • Eagle Point Credit Management
  • Principal Asset Management – Middle Market Direct Lending
  • SLC Management

Private Equity

  • 17Capital
  • Apollo Global Management
  • Ariel Alternatives, LLC, private equity subsidiary of Ariel Investments, LLC

Public Fixed Income

  • Capital Group
  • LGIM America
  • NISA Investment Advisors
  • Vontobel

Real Assets and Infrastructure

  • Bailard
  • Cohen & Steers
  • Principal Asset Management

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