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GRAMERCY INSTITUTE'S 2023
ASSET MANAGEMENT MARKETING AWARD WINNERS' ROSTER

 

On behalf of this year’s Gramercy Institute Asset Management Marketing Award Judges

(see roster below), The Gramercy Institute is proud to announce the winners of the

2023 Gramercy Institute Asset Management Marketing Awards.

 

Gramercy Institute has always held that asset management is a distinct area within financial services. Therefore its marketing is unique. With this in mind, Gramercy Institute, once again, invited the world's leading asset management firms and their partners to enter their very best marketing work in this important marketing award program.

 

This program evaluated asset management marketing work according to creative excellence, content marketing, media strategy, media strategy, marketing strategy, experiential marketing and other benchmarks of asset management marketing success.

The award ceremony took place in Boston on Thursday, December 7, 2023 at 

Gramercy Institute's Financial Marketer's Forum: Boston at the Harvard Club of Boston.

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BEST-OF-SHOW

State Street Global Advisors

AGENCY: EMI Strategic Marketing

“Social Media Strategic Optimization”

BEST-OF-SHOW RUNNER-UP

Morgan Stanley Investment Management (MSIM)

“Climate Investing Reinvented”

SINGLE COUNTRY
 

Creative Campaign (BB)

Advisors Asset Management

AGENCY: Leibowitz

“Reaching Advisors Where They Live

 

Creative Campaign (BC)

VanEck

“Enter the Ether”

 

Creative Campaign (BI) TIE

BNY Mellon Investment Management

AGENCY: Editions Financial

“Value Uncovered."

Creative Campaign (BI) TIE

Allspring Global Investments

“Remi Launch Campaign”

 

Creative Campaign-Multi-Target (BI & BB)

Thornburg Investment Management 

AGENCY: Imprint

“Thornburg Summit Fund Campaign”

 

Creative Campaign-Multi-Target (BI & BC)

Amundi US

AGENCY: Carpenter Group

“Pioneer Fund 95th Anniversary Celebration”

 

Creative Single (BC)

Global X ETFs

PARTNER: WSJ Barron’s Group 

“Charting Disruption”

 

Creative Single (BI)

Janus Henderson Investors

“North America Brand Campaign”

 

Content Marketing (BB)

Invesco

“Portfolio Playbook”

 

Content Marketing (BC)

Lonsdale, Nozari & Andrews Private Wealth of RBC Dominion Securities
In-house agency: Digital Branding, RBC Wealth Management Canada
"Lonsdale, Nozari & Andrews

Private Wealth Website"

Content Marketing (BI)

Columbia Threadneedle Investments

“Cash on the Sidelines”

Content Marketing Multi-Target (BI & BB)

BlueBay Fixed Income 

RBC Global Asset Management (U.S.) Inc.

“The Weekly Fix Campaign”

 

Experiential Marketing (BC)

Vanguard UK

AGENCY: AML Group

“Vanguard Tough Mudder”

 

Experiential Marketing (BI)

Northern Trust Asset Management

Northern Trust Corporation

“Investival”

 

Marketing Strategy (BB)

FS Investments

"FS Multi-Strategy Alternatives

Fund Launch" 

 

Category Abbreviation Legend

BB=Business-to-Business
BC=Business-to-Consumer
BI=Business-to-Intermediary 
B-Inst=Business-to-Institutional Investor

Marketing Strategy (BC)

Arbor Realty Trust 

AGENCY: Ptarmigan Media

“Real Estate High Net-worth Investors”

 

Marketing Strategy (BI)

State Street Global Advisors

AGENCY: EMI Strategic Marketing

“Social Media Strategic Optimization”

 

Marketing Strategy-Multi-Target (BI & BB)

AllianceBernstein (AB)

AGENCY: Living Group

“AB ETFs. On Active Duty”

 

Media Strategy

Schroders

AGENCY: Prosek Partners

“Active Ownership-Paid Media Campaign”

MULTI-COUNTRY

  

Content Marketing (BB)

KPMG Global Asset Management

KPMG International

“Asset Resiliency Through a Changing Landscape”

 

Content Marketing (BI)

Morgan Stanley Investment Management (MSIM)

“Climate Investing Reinvented”

Content Marketing (B-Inst)

Nuveen

“EQuilibrium: Global Institutional

Investor Survey”

 

Marketing Strategy

Capital Group

AGENCY: Ptarmigan Media

“Capital Group Global Thought Leadership Campaign”

Media Strategy

Wellington Management 

AGENCY: Prosek Partners 

“Invest in Unique

Perspectives-Paid Media Campaign"

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2023 JUDGES

Pat Allen, Executive Vice President, Digital, Lowe Group Financial Communications

Doug Amacher, Managing Director, BDT & MSD Partners

Jill Jacobs Baar, Executive Director, ETF Product Mktg Manager, J.P. Morgan Asset Management

Jim Binder, Senior Communications Consultant, Brandex Financial

Shannon Crowley, MD, Head of Marketing, GCM Grosvenor

Sarah Haase, Director of Partnerships, ETFguide

Peter Hatfield, Investment Writer, Wentworth Financial Communications 

  Peter Hillsman, SVP, Senior Client Advisory & Services Specialist, City National Bank

Ann Kane, Partner, T1 Media

Julie McCoy, Industry Marketing Manager, Financial Services, TELUS International

Michelle Malcolm, Sr. Director, Enterprise Strategic Account Marketing, Morningstar

Sarah McNabb, Chief Marketing Officer, GigaStar

Susan Mellon, Director of Marketing, RiverNorth Capital Management

Jim Misener, Chief Executive Officer, 50,000feet

Bella Oung, Head of Digital Marketing, Innovator ETFs

David Partain, Head, Brand Activation & Administration, Northern Trust

Marianne Rivera, Publisher, Wealthmanagement.com

John Spence, Director, Marketing & Content Strategy, Wentworth Financial Communications 

Graham Thomas, Director, Relationship Management & Strategic Partnerships, WealthManagement.com

Randy Wostratzky, Director, Wealth Markets & Retirement Research & Consulting,

Marketing, Spectrem Group

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