2017 SMA Managers & Strategists of the Year Recognized at Envestnet Advisor Summit

International or Global Equity
Lazard Asset Management—Emerging Markets Equity

Fixed Income
Pacific Income Advisers—Limited Duration MACS

Impact
Trillium Asset Management—Small/Mid Cap Core

Strategist
Clark Capital Management—Navigator Strategist Solutions

Specialty
Cushing Asset Management—Cushing MLP Alpha Total Return Strategy

To qualify for an SMA Manager and Strategist of the Year Award, a manager's team is required to have at least three years of experience running a strategy with $200 million or more in assets. In addition, a manager's product must be reported through Envestnet | PMC's Premium Research solutions, which are leading sources of investment-manager due diligence and research for advisors.

Award winners and finalists were selected based on Envestnet | PMC's proprietary, systematic, and multi-factor methodology for evaluating managers. A variety of qualitative and quantitative criteria, such as firm profile, investment process and style, performance, tax efficiency, and customer service, are taken into consideration under this framework.  

"The research team at Envestnet | PMC relies on a diverse range of criteria to assess SMA managers, and reading about the managers and strategies that meet these standards is very helpful for advisors," said Janet Levaux, Investment Advisory Group Editor-in-Chief at ALM, which publishes Investment Advisor. "We are committed to helping our readers learn how to effectively evaluate investment strategies and products that can potentially improve outcomes for their clients."

Mr. Clift and Jamie Green, an ALM representative, presented the SMA Manager and Strategist of the Year Award winners with their awards at the Summit. The presentation followed the announcement of the winners of the first annual Essential Advisor Awards, and a panel discussion on how the Essential Advisor Award recipients are evolving their practices to enhance the value of their client relationships.

About Envestnet
Envestnet, Inc. (NYSE: ENV) is the leading provider of intelligent systems for wealth management and financial wellness. Envestnet's unified technology enhances advisor productivity and strengthens the wealth management process. Envestnet empowers enterprises and advisors to more fully understand their clients and deliver better outcomes.

Envestnet enables financial advisors to better manage client outcomes and strengthen their practices. Institutional-quality research and advanced portfolio solutions are provided through Envestnet | PMC, our Portfolio Management Consultants group. Envestnet | Yodlee is a leading data aggregation and data analytics platform powering dynamic, cloud-based innovation for digital financial services. Envestnet | Tamarac provides leading rebalancing, reporting, and practice management software for advisors. Envestnet | Retirement Solutions provides an integrated platform that combines leading practice management technology, research, data aggregation and fiduciary managed account solutions.

More than 54,000 advisors and 2,500 companies including: 16 of the 20 largest U.S. banks, 38 of the 50 largest wealth management and brokerage firms, over 500 of the largest Registered Investment Advisers, and hundreds of Internet services companies, leverage Envestnet technology and services. Envestnet solutions enhance knowledge of the client, accelerate client on-boarding, improve client digital experiences, and help drive better outcomes for enterprises, advisors, and their clients.

For more information on Envestnet, please visit www.envestnet.com and follow @ENVintel.

Media Contact:
Dana Taormina
JConnelly for Envestnet | PMC
(973) 850-7305
dtaormina@jconnelly.com

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SOURCE Envestnet, Inc.