The MFWire
Manage Email Alerts | Sponsorships | About MFWire | Who We Are

Subscribe to MFWire.com's News Alerts [click]

Rating:100 Fund Firms Win Big, With Morgan Stanley Leading the Pack Not Rated 0.0 Email Routing List Email & Route  Print Print
Friday, March 12, 2021

100 Fund Firms Win Big, With Morgan Stanley Leading the Pack

Reported by Neil Anderson, Managing Editor

Fundsters with 100 firms have good cause to break out some champagne for their Zoom cocktail hours this week.

Daniel "Dan" Simkowitz
Morgan Stanley
Head of Investment Management
The team at LSEG's Refinitiv has revealed the winners (17 pages worth) of their 2021 U.S. Refinitiv Lipper Fund Awards. By MFWire's count, 100 mutual fund firms won individual fund and/or group awards. (Traditionally, Refinitiv's Lipper folks celebrate the winning firms at a gala NYC event, but not this year in light of the ongoing coronavirus pandemic.)

Winners of the group awards included: American Century, Morgan Stanley's Calvert, Carillon Tower, Manning & Napier, Paradigm Capital Management, SSGA, and Vanguard.

Most of the awards, though, were for individual funds. Morgan Stanley (and its freshly acquired Eaton Vance, which includes Calvert), led the 2021 Lipper Fund Awards pack with 26 awards, including their group award. Other double-digit award winners this time around included: Pimco (24 awards), Vanguard (23 awards, including 1 group award), Capital Group's American Funds (20 awards), Fidelity (19 awards), Invesco (15 awards), and T. Rowe Price (13 awards).

Ameriprise's Columbia Threadneedle won eight awards, and DFA won seven. Franklin Templeton, GMO, Matthews Asia, MFS, TIAA's Nuveen, Shelton Capital Management, and Wells Fargo won five awards each.

Raymond James' Carillon Tower, J.P. Morgan, and PGIM each won four awards. American Century, Hartford, Janus Henderson, Johnson Investment Counsel, Nationwide, Orrell Capital Management, ProFunds, SEI, Transamerica, Victory, and Wasatch won three awards each.

1919 Investment Counsel, Advisors Preferred, Allianz Global investors, Amundi, Astor, Baillie Gifford, Baird, Baron, Cohen & Steers, Dodge & Cox, DoubleLine, DWS, Eventide, FundX, Guinness Atkinson, John Hancock, LoCorr, MassMutual, Natixis, Needham Investment Management, Parnassus, Putnam, RiverPark Advisors, SSGA, Thrivent, Touchstone, Vaughan Nelson Investment Management, and WCM Investment Management won two awards each.

Firms that each won a single award include: Absolute Investment Advisers, Alps, Altegris, AQR, Barings, BBH, Bessemer Investment Management, BNY Mellon IM, Brinker Capital, Calamos, Cambiar Investors, CBOE Vest, Charles Schwab, Clark Capital Management Group, Crossmark Global Investments, Macquarie's Delaware, Diamond Hill, Driehaus, Dunham & Associates Investment Counsel, Gamco, Gateway Investment Advisers, Harvest Global, Heartland, Hennessy, HSBC, Knights of Columbus, Loomis Sayles, Lord Abbett, New York Life's MainStay, Manning & Napier, Oakhurst Advisors, Harris' Oakmark, Oberweis, Paradigm, Polaris Capital Management, Rodger Brothers, Salient, TCW, Thornburg, UBS, Virtus, Wavelength, and Wisconsin Capital Management

Stay ahead of the news ... Sign up for our email alerts now

 Do You Recommend This Story?

Return to Top
 News Archives
2021: Q2Q1
2020: Q4Q3Q2Q1
2019: Q4Q3Q2Q1
2018: Q4Q3Q2Q1
2017: Q4Q3Q2Q1
2016: Q4Q3Q2Q1
2015: Q4Q3Q2Q1
2014: Q4Q3Q2Q1
2013: Q4Q3Q2Q1
2012: Q4Q3Q2Q1
2011: Q4Q3Q2Q1
2010: Q4Q3Q2Q1
2009: Q4Q3Q2Q1
2008: Q4Q3Q2Q1
2007: Q4Q3Q2Q1
2006: Q4Q3Q2Q1
2005: Q4Q3Q2Q1
2004: Q4Q3Q2Q1
2003: Q4Q3Q2Q1
2002: Q4Q3Q2Q1
 Subscribe via RSS:
Add to My Yahoo!
follow us in feedly

  1. MFDF webinar - Gamification of Securities Trading: Fad or the Future?, April 14
  2. IDC Speaker Series - Diversity, Inclusion, and Implicit Bias: An Interview with Song Richardson, April 14
  3. IDC Virtual Roundtable: New Jersey and Pennsylvania - April 2021, April 15
  4. MFDF In Focus: Board Oversight of Sub-advisers, April 15
  5. The 31st Sub-Advised Funds Forum, Apr 20-21
  6. ETF.com Awards 2020, April 20
  7. IDC Virtual Roundtable: Florida - April 2021, April 20
  8. IMEA Marketing Council Roundtable | Engaging Advisors In a Virtual World, April 21
  9. MFDF Director Discussion Series - Open Forum via Zoom (Northeast), April 21
  10. FIASI virtual event - ESG in Fixed Income: Shining a Light on Transparency, Apr 22-23
  11. IDC Virtual Roundtable: Alabama, Georgia, North Carolina, and South Carolina - April 2021, April 22
  12. IDC Webinar: The Future of the Workplace - April 2021, April 23
  13. IDC Virtual Roundtable: Arkansas, Louisiana, Mississippi, Oklahoma, Tennessee, and Texas - April 2021, April 27
  14. MFDF Case Studies in Fund Oversight — A Virtual Roundtable for Directors, Apr 28-29
  15. IDC Virtual Roundtable: Iowa, Kansas, Minnesota, Missouri, Nebraska, North Dakota, and South Dakota - April 2021, April 29
  16. 44th Annual AIMSE Marketing & Sales Conference, May 2-4
  17. MFDF Director Discussion Series - Open Forum via Zoom (Southeast), May 5
  18. ICI 2021 General Membership Meeting - Day 1, May 6
  19. Emerging Manager Forum USA, May 12-14
  20. ICI 2021 General Membership Meeting - Day 2, May 13
  21. 2021 FINRA Annual Conference, May 18-20
  22. IDC Speaker Series - Abby Joseph Cohen: A Conversation About the State of the Global Markets, May 19
  23. 2nd annual ETFGI Global ETFs Insights Summit - USA, May 19-20
  24. MFDF Director Discussion Series - Open Forum via Zoom, May 19
  25. Irish Funds Online Annual Global Funds Conference 2021, May 19-20
  26. MFDF webinar - Fund Director Compensation: MPI Annual Survey (2021), May 20

©All rights reserved to InvestmentWires, Inc. 1997-2021
14 Wall Street | 20th Floor | New York, NY 10005 | P: 212-331-8968 | F: 212-331-8998
Privacy Policy :: Terms of Use