13th ANNUAL GRAMERCY INSTITUTE FINANCIAL MARKETING STRATEGY AWARDS

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GRAMERCY INSTITUTE'S 2022
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

2022 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, marketing strategy, experiential marketing and other benchmarks of asset management marketing success.

The award ceremony will be held in Boston on Thursday, December 8, 2022 at 

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

SINGLE COUNTRY
 

BRANDING

The London Company
AGENCY: MBC Strategic
“Unconventional Quality. Enduring Value.”

CREATIVE CAMPAIGN

B-TO-BUSINESS (TIE)

Clark Capital Management Group

AGENCY: Substance Strategy & Creative
“The Independent Advisor’s Guide to Pitching High Net Worth Clients”

 


CREATIVE CAMPAIGN

B-TO-BUSINESS (TIE)
FlexShares
AGENCY: Imprint
“New Rules in Growing Wallet Share”

 


CREATIVE CAMPAIGN

B-TO-CONSUMER

Vanguard
AGENCY: AML Group
“V Is For Value”

 

 
CREATIVE CAMPAIGN

B-TO-INTERMEDIARY

State Street Global Advisors
AGENCY: Fundamental Media
“MDY Missing Middle”

 


CREATIVE SINGLE EXECUTION
B-TO-BUSINESS

Jackson Square Partners
AGENCY: Leibowitz
“Jackson Square Partners Website”

 

 
CREATIVE SINGLE EXECUTION 
B-TO-INTERMEDIARY
Canada Life
AGENCY: EXT Marketing
“Market Outlook 2022”
 
 

CONTENT MARKETING
B-TO-BUSINESS

Columbia Threadneedle Investments
AGENCY: Alpha Grid
“Posse Foundation”

 

 

CONTENT MARKETING
B-TO-CONSUMER
Scharf Investments
“Quarterly Client Newsletter”
 

CONTENT MARKETING CATEGORY

B-TO-INTERMEDIARY
Morgan Stanley Investment Management
“Bridging The Gap”
 
 

EXPERIENTIAL MARKETING 

Citadel and Citadel Securities

Agency: Code and Theory
“Grace Hopper Celebration”
 


MARKETING STRATEGY
Alliance Bernstein
AGENCY: Ptarmigan Media
“ETF Launch”
 

 MEDIA STRATEGY

Schroders
AGENCY: Prosek Partners
“Beyond Profit”

 


SOCIAL MEDIA STRATEGY

Girls Who Invest
AGENCY: Water & Wall
“Girls Who Invest”

Congratulations to this year’s winners! Winning teams attending the forum & award show in Boston on December 8 will receive a crystal trophy to commemorate their important achievement.

MULTI-COUNTRY

 

BRANDING

Invesco Global Liquidity

AGENCY: Deardorff

“Empowering What You Treasure”

CREATIVE CAMPAIGN
B-TO-BUSINESS

Nuveen
“Nuveen in :90”

 

CREATIVE CAMPAIGN

B-TO-CONSUMER

Citadel and Citadel Securities
AGENCY: Mofilm
“Extraordinary Colleagues”

CREATIVE CAMPAIGN 
B-TO-INTERMEDIARY
MFS Investment Management
“Fixed Income: Active 360”
 


 CREATIVE SINGLE EXECUTION 
MFS Investment Management
“MFS Advisor Edge”
 


CONTENT MARKETING

B-TO-BUSINESS (TIE)

BNP Paribas
AGENCY: AML Group
“Investigator Series”
 

CONTENT MARKETING
B-TO-BUSINESS (TIE)

Nuveen
“Think EQuilibrium”

CONTENT MARKETING

B-TO-CONSUMER
Natixis Investment Managers
“Danger Zone”
 
 

CONTENT MARKETING

B-TO-INTERMEDIARY

Alger
“Differences Make Us Stronger”

 

CONTENT MARKETING

B-TO-INSTITUTIONAL INVESTOR

 William Blair
“Storytelling”

 
 

MARKETING STRATEGY 
B-TO-BUSINESS

Lazard Asset Management
“The Current”
 

MARKETING STRATEGY 
B-TO-INTERMEDIARY
State Street Global Advisors
AGENCY: EMI Strategic Marketing
“Weekly Product Email”
 


MEDIA STRATEGY

Franklin Templeton
AGENCY: Ptarmigan Media
“Hello Progress”

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REGISTER TO ATTEND ASSET MANAGEMENT MARKETING FORUM & AWARDS PRESENTATION

 

Event Date: Thursday, December 8, 2022 (8:00AM-12:45PM)

includes breakfast, breaks & moderated program.

Location: The Harvard Club of Boston

374 Commonwealth Avenue, Boston, MA 02215

JUDGES

Victoria Kulbanska-Anderson, Head, Growth Marketing, Bitwise Asset Management 

Bill Baldenko, Chief Revenue Officer & Associate Publisher, AdvisorHub

Marshall Butler, EVP, CMO, Wealth Management & Investment Management, Wells Fargo

Dana Caragine, SVP, Marketing & Communications, Arbor Realty Trust

Jason Farago, Global Head, Insurance Asset Management Marketing & Comm, DWS Group

Alison Galardi, CEO, Moon Equity Holdings Corp.

Andrew Healy, Partner, Water & Wall

Bruce Hoffman, Head, Marketing & Business Development, Scharf Investments
Cathleen Ingersoll, Marketing Director, Asset Management Resources 

Ilana Keyes, Executive Director, Marketing & Communications, CIBC Asset Management 

Laura Manley, Global Chief Marketing Officer, MetLife Investment Management 

Joanna Miller, Marketing Manager, Thrivent Asset Management 

Maryanne Morrow, CEO & Chairman, 9th Gear

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

Leonor Palao, Executive Director, Global Head, Brand Experience, J.P. Morgan Asset Management 

Katie Pierce, Head, Investment Marketing, Manulife Investment Marketing

Shannon Rossetti, Chief Marketing Officer-Americas, PNB Paribas Asset Management 

Grace Sette, Principal, Sette Marketing & Communications

Kevin Steen, Partner, Sullivan