A woman who is either a portfolio manager or plays an active role through research/analysis in US Listed Equities. This individual can either be involved in a publicly available fund such as a mutual fund, or an institutional portfolio. Portfolio performance statistics can be included but judges will also be looking for evidence of challenges faced and overcome by the nominees.
Amy Y. Zhang, CFA, Alger
Ankur Crawford, Alger
Becky Baker, Fidelity Investments
Betsy Moszeter, Green Alpha Advisors, LLC
Clare Hart, JP Morgan
Kari Montanus, Columbia Threadneedle Investments
Kathryn Koch, Goldman Sachs Asset Management
Margaret Reid, The Private Bank at Union Bank.
Melissa Reilly, Fidelity Investments
Samantha Shevins, Lord Abbett & Co LLC
A woman working in asset/wealth management who is a role model and has gone out of her way to support the cause of getting more women into the industry in the last 18 months. As well as examining the initiatives the candidates has pioneered to inspire women to succeed in asset/wealth management, judges will also assess their leadership and the initiative’s impact on, and integration with, the business.
Elizabeth Koehler, BlackRock
Janessa Cox-Irvin, AllianceBernstein
Julie L. Genjac, Hartford Funds
Maria Ma, Lincoln Financial Group
Morgan Peck, Fidelity Investments
Pam Holding, Fidelity Investments
Paulita Pike, Ropes & Gray LLP
Robin Foley, Fidelity Investments
Shana Sissel, Spotlight Asset Group
Shannon Spotswood, RFG Advisory
This category is open to a woman who is either a portfolio manager or plays an active role through research/analysis in US domestic bond markets; global and sovereign bond; or specialist fixed income (eg. credit US mortgage-backed securities) This individual can either be involved in a publicly available fund such as a mutual fund, or an institutional portfolio. Portfolio performance statistics can be included but judges will also be looking for evidence of challenges faced and overcome by the nominees.
Catherine Stienstra, Columbia Threadneedle Investments
Elaine Zaharis-Nikas, Cohen & Steers
Ellen Safir, New Century Advisors
Janet Rilling, Wells Fargo Asset Management
Kearney Posner, Lord Abbett & Co. LLC
Leah Traub, Lord Abbett & Co. LLC
Lisa Coleman, J.P. Morgan Asset Management
Maria Ma, Lincoln Financial Group
Nimisha Srivastava, Willis Towers Watson
Yoana Koleva, Lord Abbett & Co. LLC
This award category is open to organisations that have undertaken a specific initiative that has been established to promote diversity, equity and inclusion within their organisation or the wider community. These could involve gender pay gap, paternal leave, greater support for Black, Asian, Minority Ethnic and LGBT+ professionals, greater opportunities for people with disabilities, etc. Judges will assess commitment to the cause, awareness raised, impact on the organisation and/or industry, and ultimate results of the initiative.
Gender Equality Action Plan, CNote
Boundless Program, Fidelity Investments
Speakers Alliance Program, PGIM
The Diversity Project North America, Nicsa
Lord Abbett & Co. LLC
Leap, Mercer
DISE Program, Fidelity Investments
A woman who is either a portfolio manager or plays an active role through research/analysis in Emerging Market Equities. This individual can either be involved in a publicly available fund such as a mutual fund, or an institutional portfolio. Portfolio performance statistics can be included but judges will also be looking for evidence of challenges faced and overcome by the nominees.
Allison Fisch, Pzena Investment Management
Denise Valentine, J.P. Morgan
Di Chen, Fidelity Investments
Patricia Ribeiro, American Century Investments
Sara Moreno, Jennison Associates
This award category is open to asset management & wealth management companies which have demonstrated a great effort to recruit and retain more women. Judges will look at efforts the employer has made to create a more diverse and inclusive working environment. Submissions should include examples of professional training and advancement, ways to boost morale and implemented programmes to increase the well-being of employees.
AlphaSimplex Group LLC
Pzena Investment Management
Kate Burke, AllianceBernstein
Fidelity Investments
Fisher Investments
Invesco
J.P. Morgan Asset Management
Lord Abbett & Co. LLC
PGIM
Schroders
This category has recently been consolidated into one from Financial Inclusion Leader of the Year and Engagement Project of the Year. Judges will be presented with submissions of active engagement projects or initiatives led by a woman, or prominently featuring a woman, which achieved real change at an investee company. It is also open to women who have produced or helped in an outreach programme/campaign that encouraged and helped women and girls to improve their financial skills and/or consider a career in the asset or wealth manager industry. Judges should be looking for evidence of quantifiable success as one way of the key factors to effectively select our 2021 winner.
Camille Carlstrom, Fidelity Investments
Janessa Cox-Irvin, AllianceBernstein
Kelly Lannan, Fidelity Investments
Kelly Sherrard, Nicsa
Michelle Dunstan, AllianceBernstein
This award is open to those women who can demonstrate that their investment decisions have been consistently made in an ethical and responsible way, while achieving healthy returns for their clients. Things to include in the submission are their definition of ESG and how that impacts their fund selection. As ESG is an evolving process, submissions relating to the growing role of ESG within an organisation are also welcomed.
Anne Sapp, Perigon Wealth Management
Alyssa Greenspan, Community Capital Management
Amy O’Brien, Nuveen
Annika Lombardi, Lord Abbett & Co. LLC
Ashley Knight, Mercer
Cheryl Smith, Trillium Asset Management
Michelle Dunstan, AllianceBerstein
Monali Vora, Goldman Sachs Asset Management
Rekha Unnithan, Nuveen
Yuliya Tarasava, CNote
A woman who is either a portfolio manager or plays an active role through research/analysis in Global Equities. This individual can either be involved in a publicly available fund such as a mutual fund, or an institutional portfolio. Portfolio performance statistics can be included but judges will also be looking for evidence of challenges faced and overcome by the nominees.
Ingrid Yin, MayTech Global Investments, LLC
Linda Lasater, Wasatch Global Investors
Niamh Brodie-Machura, Fidelity Investments
Saira Malik, Nuveen
Sue Kim, Lord Abbett & Co. LLC
A woman who has played a role within the sphere of index investing either at an index provider, an exchange or within a passive manager. This individual can either be involved in a publicly available fund such as a mutual fund, or an institutional portfolio. Portfolio performance statistics can be included but judges will also be looking for evidence of challenges faced and overcome by the nominees.
Finola McGuire Foley, Fidelity Investments
Mona Naqvi, S&P Dow Jones Indices
Stephanie Pierce, BNY Mellon Investment Management
A female independent or in-house institutional investment consultant that has broken down barriers to advancement in the company and/or wider financial sector, has delivered for their clients, and that has paved the way for diversity in leadership. The award is based on achievements made in the past 24 months.
Allison Fumai, Dechert LLP
Kathryn Mawer, FEG Investment Advisors
Twink Field, White Marble Marketing
Rupal Bhansali, Ariel Investments
Stacie Mastin, Tompkins Financial Advisors
Yasmin Landy, Fidelity Investments
Zahara Kassam, FTI Consulting
A senior male figure who has gone out of his way to improve the diversity levels of women in asset management, within the organisation and/or in the wider community. Successful nominations must provide case studies or examples of how the candidate has gone out of his way, or strategically prioritised, getting more women into finance and/or supporting them in their careers.
Anton Pil, J.P. Morgan
Doug Sieg, Lord Abbett & Co. LLC
Jim Fitzpatrick, Nisca
Sponsored by
A woman under the age of 35, or who turns 35 in 2021, who has progressed rapidly through their career within the asset/wealth management and demonstrated value creation and innovation throughout, as well as being a demonstrable supporter of diversity, equity and inclusion initiatives. This could include demonstrations of successful challenges faced in their career to date, and objectives for the longer term.
Becky Baker, Fidelity Investments
Danielle Hines, J.P. Morgan
Lee Stapleton, EMQQ
Lillian Qian Lin, PIMCO
Lisa VanArsdale, Lakeview Wealth Management
Margaret Farquharson, Nationwide
Megan Miller, Wells Fargo Asset Management
Mona Naqvi, S&P Dow Jones Indices
Nidhi Chadda, Enzo Advisors
Unoma Okolo, Fidelity Investments
Sponsored by
Nominations can be submitted for this category and candidates will be selected from across the current nominees as well as the judging panel’s knowledge of key industry individuals. It is to recognise the achievements over a long period of time which has made an important contribution to the general standing of the asset management industry.
Cindy Couyoumjian, Cinergy Financial
Erica Kay, Macquarie Asset Management
Judy VanArsdale, Lake view Wealth Management
Julie Hill, Lord Abbett & Co. LLC
Lisa Jones, Amundi Asset Management US
Pamela Brylski, BlackRock
A woman who has played a role within the sphere of systematic investing either at an asset management or a rating agency/fund research company. This individual can either be involved in a publicly available fund such as a mutual fund, or an institutional portfolio. Portfolio performance statistics can be included but judges will also be looking for evidence of challenges faced and overcome by the nominees.
Anastasia Zabolotnikova, Fidelity Investments
Dr. Jingjing Chai, Allianz Global Investors
Kathryn Kaminski, AlphaSimplex Group, LLC
Nisa Amoils, A100x
Riti Samanta, Grantham, Mayo, Van Otterloo & Co. LLC (GMO)
Savina Rizova, Dimensional Fund Advisors
Tess Shih, Capital Fund Management
Zhitong Zhang, Fidelity Investments
A woman who has demonstrated a high degree of excellence, innovation and leadership in the last year, and shone a light on the great things women in asset management can achieve. In their submission, nominees should not only demonstrate outstanding business- and asset management focussed achievements, but also give examples on how they have actively sought to bring more diversity to the asset management industry.
Allison Nolan, Athena International Management
Brooke Fapohunda, Lord Abbett & Co. LLC
Cindy Couyoumjian, Cinergy Financial
Elizabeth Koehler, BlackRock
Judy VanArsdale, Lakeview Wealth Management
Loraine McEvoy, Jennison Associates
Lule Demmissie, Ally Invest
Pam Holding, Fidelity Investments
Savina Rizova, Dimensional Fund Advisors
Shana Sissel, Spotlight Asset Group