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

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