13th ANNUAL GRAMERCY INSTITUTE FINANCIAL MARKETING STRATEGY AWARDS
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”
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
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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
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Craig Katz, EVP, Partnerships & Strategy, Discovery Data
-
Bob Verrico, Founder & Executive Chairman, InvestingChannel
9:40 PANEL: ESG & What It Means to Asset Management Marketing
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Leslie Checkman, VP, Director of Retail Marketing, MFS Investment Management
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Jill Deardorff, President & CEO, Deardorff Associates
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David Goodsell, Executive Director, Center for Investor Insight, Natixis Investment Managers
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Anthony Nygren, EVP, EMI Strategic Marketing
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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
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Joanna Harrison, Editor, Branded Content, Alpha Grid North America
11:15 PANEL: Message Distribution: Media & Content Marketing in Asset Management
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Kevin Hearn, Director of Strategy, Editions Financial
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Ann Kane, Partner, T1 Media
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Katie Pierce, Head of Marketing, Easterly Asset Management
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Rachel Tuffney, EVP, Dianomi USA
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Kim Rochette, Account Director, Fundamental Media
11:50 PANEL: Asset Management Marketing: The Measurement of Success
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Karleen Fallon, Director of Marketing, Cerulli Associates
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Gene Kim, Investment Marketing Lead, MassMutual
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Andy O’Rourke, Chief Marketing Officer, Direxion
12:25 AWARD PRESENTATION: The 2021 Gramercy Institute Asset Management Marketing Awards
12:35 FORUM CLOSES