13th ANNUAL GRAMERCY INSTITUTE FINANCIAL MARKETING STRATEGY AWARDS

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GRAMERCY INSTITUTE'S 2021
ASSET MANAGEMENT MARKETING AWARD WINNERS

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

2021 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 to enter their very best marketing work in this important marketing award program.

 

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

SINGLE COUNTRY

 

ESG MARKETING

FlexShares/Northern Trust

Agency: Imprint

“ESG Core Fund Launch”

 

CONTENT MARKETING B-TO-B

Breckinridge Capital Advisors

“Climate Change Risk”

 

CONTENT MARKETING B-TO-C (TIE)

Bank of America Private Bank

“When Your Children Enter The Workforce”

 

CONTENT MARKETING B-TO-C (TIE)

M&T Bank,Part of Wilmington Trust

“Capital Considerations with Tony Roth”

 

CONTENT MARKETING B-TO-INFLUENCER

Invesco US

“Weekly Market Compass”

 

CONTENT MARKETING B-TO-I

State Street Global Advisors 

Agency: EMI Strategic Marketing

“State Street Precision Gold Messaging”

 

CREATIVE EXECUTION B-TO-B

Eaton Vance

“Tax Forward 365® Monthly Planner”

 

CREATIVE EXECUTION B-TO-I

Columbia Threadneedle Investments

Agency: Fundamental Media

“Return to Normal”

 

MARKETING STRATEGY B-TO-B

Lazard Asset Management 

Agency: Deardorff

"Lazard DC Rising: New Dimensions in Defined Contributions”

 

MARKETING STRATEGY B-TO-I

Calvert Research & Management

Agency: MERGE

“Calvert Barron’s Campaign”

MULTI-COUNTRY

 

ESG MARKETING 

Janus Henderson Investors

“Sustainable ETF’s Solutions”

 

CONTENT MARKETING B-TO-B

MFS Investment Management

Agency: Imprint

“MFS Institutional Active Campaign”

 

CONTENT MARKETING B-TO-I

Invesco

“Invesco Alternative Opportunities Campaign”

 

CREATIVE EXECUTION B-TO-B 

Galaxy Fund Management

Partner: InvestingChannel

“Dynamic Ticker Banner & Market Conditions Unit”

 

CREATIVE EXECUTION B-TO-I

MFS Investment Management 

"MFS’s 2020 Global Retirement Survey: The Road to Better Outcomes”

 

MARKETING STRATEGY 

Janus Henderson Investors

“JHI Corporate Rebrand”

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REGISTER TO ATTEND

Event Date: Thursday, December 2, 2021 (8:00AM-12:30PM)

includes breakfast, breaks & moderated program.

Location: The Harvard Club of Boston

374 Commonwealth Avenue, Boston, MA 02215

COVID-19 PROTOCOL

Please note you must be COVID-19 vaccinated to attend this event  

Attendees will be required to show a copy of the vaccine card prior to entering the forum along with valid photo ID.

Proof may be a photocopy, a picture on a phone,

or the physical card itself.

Accepted Vaccines:

Pfizer

Moderna

Johnson & Johnson

AstraZeneca

JUDGES

 

Andy Arenberg, Board Member, Next Generation Scholars

Angel Colon, Principle, Managing Director, NY Capital Management Group

John D. Connolly, Chief Executive Officer, Copylab

RuthAnne Dreisbach, Chief Executive Officer, Stratevist

Mary Cusick, Vice President, Marketing, TIAA Financial Solutions

Thyme Gadson, Senior Content Strategist, abrdn

Laurine Garrity, Senior EVP, Global CMO, Private Client Group, Fisher Investments

Rubesh Jacobs, Managing Partner, Jacob’s & Co.

Andrew Kelly, Global Head, Marketing, Standard Life Aberdeen

Victoria Kulbanska, Head, Growth Marketing & National Accounts, Bitwise Asset Management

James Lesser, Asset Management, Marketing Consultant

Gary MacDonald, Independent Consultant

James Mackie, Head of Market Leadership & Business Transformation, The Development 

Joanna Miller, Marketing Manager, Thrivent Asset Management

Leonor Palao, Vice President, Brand, J.P. Morgan Asset Management

Ondina Purcell, VP, Director of Regional Marketing, First Republic Bank

Steve Radis, Head, Investment Management Marketing, William Blair

Georgina Rawkins, Partner, Warhorse Partners

Jennifer Schultz, VP, Investment Marketing Writer, Brookfield Asset Management

Elaine Villas-Obusan, Head, Retail Marketing, US, Amudi US

Paul Wynne, Media & Brand Consultant, Local Pensions Partnership

Kathleen Wrynn, Director, Global Digital Products, DWS Group

GRAMERCY FINANCIAL MARKETERS’ FORUM: BOSTON

2022 & BEYOND: THE FUTURE OF ASSET MANAGEMENT MARKETING

8:00  BREAKFAST: Breakfast is Served

8:30  OPENING REMARKS: 2022: The Year Ahead in Financial Marketing

  • Bill Wreaks, CEO & Chief Analyst, Gramercy Institute

 

8:45  PANEL: The Power of Brand in Asset Management Marketing

  • Danielle Remis Hackel, Chief Marketing Officer, Cambridge Trust Bank

  • Andrew Pelosi, President, MERGE

  • Dominica Ribeiro, Chief Marketing Officer, Breckinridge Capital Advisors

  • Geoffrey Underwood, Director of Brand Marketing, Eaton Vance/Morgan Stanley

 

9:20  PRESENTATION: The Changing Face of Advisor Engagement

  • Craig Katz, EVP, Partnerships & Strategy, Discovery Data

  • Bob Verrico, Founder & Executive Chairman, InvestingChannel

 

9:40  PANEL: ESG & What It Means to Asset Management Marketing

  • Leslie Checkman, VP, Director of Retail Marketing, MFS Investment Management

  • Jill Deardorff, President & CEO, Deardorff Associates

  • David Goodsell, Executive Director, Center for Investor Insight, Natixis Investment Managers

  • Anthony Nygren, EVP, EMI Strategic Marketing

  • Meg Sullivan, Managing Director, IMPRINT

 

10:15  AWARD PRESENTATION: The 2021 Gramercy Institute Financial Marketing Leadership Awards

 

10:25  BREAK: Coffee & Conversation

 

10:55  PRESENTATION: The Science of Engagement

  • Joanna Harrison, Editor, Branded Content, Alpha Grid North America

 

11:15  PANEL: Message Distribution: Media & Content Marketing in Asset Management

  • Kevin Hearn, Director of Strategy, Editions Financial

  • Ann Kane, Partner, T1 Media

  • Katie Pierce, Head of Marketing, Easterly Asset Management 

  • Rachel Tuffney, EVP, Dianomi USA

  • Kim Rochette, Account Director, Fundamental Media

 

11:50  PANEL: Asset Management Marketing: The Measurement of Success

  • Karleen Fallon, Director of Marketing, Cerulli Associates

  • Gene Kim, Investment Marketing Lead, MassMutual

  • Andy O’Rourke, Chief Marketing Officer, Direxion

 

12:25  AWARD PRESENTATION: The 2021 Gramercy Institute Asset Management Marketing Awards

 

12:35  FORUM CLOSES

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