GRAMERCY INSTITUTE'S 2025
ASSET MANAGEMENT MARKETING AWARD WINNERS' ROSTER
The Gramercy Institute, along with the judges of the
2025 Gramercy Institute Asset Management Marketing Awards,
is proud to announce this year's roster of winners to the global financial marketing community.
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 branding, corporate communications, content marketing, marketing strategy, experiential marketing and other benchmarks of asset management marketing success.
The award ceremony takes place in Boston on Thursday, December 11, 2025 at
Gramercy Institute's Financial Marketers' Forum: Boston at the Harvard Club of Boston.
BRANDING
SINGLE-COUNTRY
INSTITUTION-TARGETED
IFM Investors
"IFM Know How Campaign North America"
INTERMEDIARY-TARGETED
Allspring Global Investments
PARTNER: Fundamental Media
"2025 Allspring Brand Campaign – Paid Media"
MULTI-AUDIENCE TARGETED-UNDER $100B
RiverNorth
PARTNER: MBC Strategic
"Closed End Fund Rebrand for Investment Manager"
MULTI-AUDIENCE TARGETED-OVER $100B
Hartford Funds
"Hartford Funds’ Brand Evolution"
MULTI-COUNTRY
INSTITUTION-TARGETED
AlphaQuest
PARTNER: Peregrine Communications
"Renaming and Rebrand"
MULTI-AUDIENCE TARGETED-UNDER $100B
Future Standard
"Future Standard Rebrand"
MULTI-AUDIENCE TARGETED-OVER $100B
Janus Henderson
"Janus Henderson Ampersand Brand Campaign"
COLLATERAL
CONSUMER-TARGETED
J.P. Morgan Asset Management
College Planning Essentials
"Education Savings by J.P. Morgan Asset Management"
INTERMEDIARY-TARGETED
Income America
PARTNER: Crackerjack Communications
"Advisor Playbook"
MULTI-AUDIENCE TARGETED
Transamerica
"Transamerica Marketing Collateral"
CONTENT MARKETING
CONSUMER-TARGETED
Baillie Gifford
PARTNER: Fundamental Media
"Baillie Gifford Investment Trust Magazine Promotion-Rapid Repsonsive Marketing"
INVESTOR EDUCATION
Robeco
"AI Summer Course"
INDIVIDUAL INVESTOR TARGETED-(TIE)
MFS Investment Management
"All Angles Podcast"
INDIVIDUAL INVESTOR TARGETED-(TIE)
T. Rowe Price
"Meet Ken Orchard"
INSTITUTION-TARGETED
Nuveen
PARTNER: The Dubs Agency
"EQuilibrium Institutional Investor Report"
INTERMEDIARY-TARGETED
Meeder Investment Management
"Meeder All-Star Lineup | Tactical Equity Funds Campaign Trifecta"
MULTI-AUDIENCE TARGETED-UNDER $100B
William Blair
William Blair Investment Management
"AI Alpha Series"
MULTI-AUDIENCE TARGETED-OVER $100B
State Street Investment Management
PARTNER: Living Group
"GMO: Finding the right path in times of disruption"
PRIVATE MARKET TARGETED
IFM Investors
"Private Markets 700 - Marketing Content Campaign
IFM – Private Markets 700"
CORPORATE COMMUNICATIONS
UNDER $100B
MissionSquare
"Consultant Quarterly Newsletter"
OVER $100B
AllianceBernstein
PARTNER: Living Group
"SMA Service Model: Helping Financial Advisors Work SMArter"
CREATIVE
SINGLE-COUNTRY
ALTERNATIVE INVESTMENT
Blackstone
PARTNER: Goodby Silverstein & Partners
“Eureka!" | Building Wealth with 'Picks and Shovels':30s"
BUSINESS AUDIENCE TARGETED
MFS Investment Management
PARTNER: InvestingChannel
"AdvisorChat"
INDIVIDUAL INVESTOR TARGETED
Mawer Investment Management
PARTNER: Living Group
"It Pays to Be Boring Campaign"
INTERMEDIARY-TARGETED
State Street Investment Management
PARTNER: McCann NY
"Getting There Starts Here"
INSTITUTION-TARGETED
Nuveen
"The Big Deal: How Bobby Bonilla Guaranteed Income"
MULTI-AUDIENCE TARGETED
Principal Asset Management
PARTNERS: Stories Productions and Ptarmigan Media
"Principal Inside"
MULTI-COUNTRY
ASSET MANAGEMENT-TARGETED
Morningstar
"Where Data Speaks"
BUSINESS AUDIENCE TARGETED
MFS Investment Management
PARTNER: InvestingChannel
"AdvisorChat"
INSTITUTION-TARGETED
UBS Asset Management
"UBS Asset Management Alternatives Campaign and ETF Campaign"
INTERMEDIARY-TARGETED
Federated Hermes
"Vetting for a Volatile World"
MULTI-AUDIENCE TARGETED-UNDER $100B
Orbis Investments
"Sunrise on Venus"
MULTI-AUDIENCE TARGETED-OVER 100B
Northern Trust Asset Management
Partner: Ogilvy
“If you know, you know Northern Trust” ETF Campaign
DIRECT RESPONSE
INDIVIDUAL INVESTOR-TARGETED
State Street Investment Management
PARTNER: Fundamental Media
“'Getting There Starts Here' Trade Now Unit"
INTERMEDIARY-TARGETED
VettaFi
"From Inactive to Engaged: A Digital Rewards Pilot for Advisor Re-engagement"
EXPERIENTIAL MARKETING
INSTITUTIONAL-TARGETED
Vanguard
PARTNER: AML Group
"Vanguard Advance: How Looking Back Helped Over 300 People See Into the Future"
INTERMEDIARY-TARGETED
Clark Capital Management Group
"Welcome to Philly: Clark Capital’s Due Diligence Meetings Make Advisor Support Sunnier"
MARKETING STRATEGY
SINGLE COUNTRY
Institution-Targeted
Columbia Threadneedle Investments
PARTNER: Prosek Partners
"Columbia Threadneedle Thought Leadership Campaign"
Intermediary-Targeted
Massachusetts Mutual Life Insurance Company (MassMutual®)
MassMutual Stable Value Investments
“StableReady Stable Value Thought-Leadership Program”
Multi-Audience Targeted
Alger
"Alger Digital ETF Campaign"
MULTI-COUNTRY
Blue Owl Capital
PARTNER: Prosek Partners
"Redefining Access to Alternatives for Wealth Investors"
PUBLIC RELATIONS
SINGLE-COUNTRY
Nomura Capital Management
PARTNER: Gregory
"From Tokyo to Wall Street: Launching Nomura Capital Management
in the U.S. Private Credit Market"
MULTI-COUNTRY
Gemcorp Capital
"The Rebranding of Gemcorp Capital"
RECRUITMENT MARKETING
Citadel/Citadel Securities
PARTNER: Mofilm
"Extraordinary Colleagues 2025"
WEBSITE
INDIVIDUAL INVESTOR-FOCUSED
Alliance Witan
PARTNER: Teamspirit
"Changing The Game"
INSTITUTIONAL INVESTOR-FOCUSED
Needham Group
PARTNER: Leibowitz
"Needham Group Brand and Website Refresh"
MULTI-AUDIENCE-FOCUSED
Kensington Asset Management
PARTNER: MBC Strategic
"Rebranding an Active, Systematic Investment Manager"
REGISTER TO ATTEND GRAMERCY INSTITUTE
ASSET MANAGEMENT MARKETING FORUM & AWARDS IN BOSTON
When: Thursday, December 11, 2025
(8:00AM-12:45PM)
Includes breakfast, breaks & moderated program.
Where: Harvard Club of Boston
374 Commonwealth Avenue
Boston, MA 02215
Those winners who are unable to attend the award presentation event in Boston may purchase their trophies and receive them by mail. All category-winning teams attending will receive a team trophy at this important event.
Best-of-Show and Best-of-Show Runner-Up awards will be announced and presented at the December 11th Forum and award presentation in Boston.
2025 JUDGES
Gabriel Altbach
Center for Retirement Research
Boston College
Nicole Beauregard
Head of Private Wealth Marketing
Hamilton Lane
John Brockelman
Chief Marketing Officer
State Street Investment Management
Jill Brogan
Consultant
Asset Management Industry
Leah Curtis Wolf
Chief Marketing Officer
Meeder Investment Management
Ivan Cayabyab
Senior Vice President, Global Brand Management
Moody's Corporation
Maria Katsileros
Client Portfolio Manager
Aristotle Capital Boston
Alison Chang
Head of Segment Marketing Managers
U.S. Bank
Leslie Checkman
VP, Senior Director-Global Marketing
MFS Investment Management
Aliette Estrada
Managing Director, Head of Global Marketing
Wellington Management
Jason Farago
Institutional Marketing & Communications
DWS Group
Liz Farrell
Executive Director, Marketing
J.P. Morgan Asset Management
Jessica Fernandez
Global Chief Marketing Officer
Direxion
Dave Goodsell
Executive Director, The Natixis Center for Investor Insight
Natixis Investment Managers
Maura Gorman
Head, Institutional & International Wealth Product & Channel Marketing
First Eagle Investments
Joseph Grogan
Head, Distribution
Americas WisdomTree Asset Management
Tara Gulla
Managing Director, Product Office CAO
State Street
Kim Hanson
Managing Director & Head, Thought Leadership Content
BMO Financial Group
Jon Holding
Head of Brand & Content, NA & EMEA
Invesco US
Noel Hoyt
Senior Manager, Digital Marketing
Westfield Capital Management
Hannah Grove
former CMO
State Street
Julie Jarrett
Director of Marketing
Eventide Asset Management
Allison Kurlak
Head of B2B Marketing
VettaFi
Kristin Lieb
Professor of Marketing
Emerson College
David Lufkin
Sr. Financial Writer
Federated Hermes
Dana McCullough
Sr. Strategic Relationship Marketing Manager
Franklin Templeton
Skot McKay
Head, Marketing & Communications
Schroders
Thom Moles
CMO, Managing Dir, Head of Marketing, Investment Management
Amherst
Andrew Most
Head of Global Brand, Creative, & Content Strategy
Columbia Threadneedle Investments
Marissa Murray
Senior Director, Head of Global Content, BNY Investments
BNY
Dominica Ribeiro
Chief Marketing & Distribution Officer
Breckinridge Capital Advisors
Michael Ryan
Vice President, Head of Client Engagement
Natixis Investment Managers
Bill Safarik
Head of Client Journey Management Strategy
Allspring Global Investments
Elizabeth Sansone
Managing Director, Global Head of Alternatives Marketing
Nuveen
Robyn Tice
Director, Corporate Communications
Wellington Management
Stephen Tisdalle
Chief Marketing Officer
Future Standard
Liz West
Director, Head of Retirement Plans Marketing
Ameritas
Paul Zettl
Chief Marketing Officer, EVP, Head of Global Marketing
Cohen & Steers