HORIZONS ETFs TAKES “BEST OF SHOW” TITLE AT
GRAMERCY FINANCIAL MARKETING STRATEGY AWARDS
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Also, Horizons ETF’s, JP Morgan & UBS Teams Bring Home “Best of Category Awards”
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43 Strategic Excellence Awards Presented to Financial’s Best Known Brands at New York City Event
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Financial Marketing’s “Elite” Gathered in New York City at 15th Annual Award Ceremony and Forum
New York. Wednesday, April 11. Gramercy Institute awarded 43 Gramercy Financial Marketing Strategy Awards to the world’s top financial brands at a special ceremony and financial marketing forum. Brands and their marketing partners were awarded across three overarching categories: Domestic/Single Country, Global/Multi Country and Marketing Focus. Once awards were presented, a “Best of Category” award was presented in each category. Finally, a “Best of Show” award was presented to Horizons ETF’s.
Horizons ETF’s Best of Show-winning entry outlined the strategy employed to bring to market the world’s first medical marijuana ETF (HMMJ). “We are honored to be recognized for the marketing and strategic efforts that helped make the HMMJ launch a success,” said Steve Hawkins, President and Co-CEO, Horizons ETFs.
“It has been exciting to shape HMMJ’s marketing journey and grow the awareness of Marijuana as a long-term thematic asset class,” said Tammy Cash, Executive Vice-President and Head of Marketing, Horizons ETFs. “It’s also very rewarding to see HMMJ inspire a whole new class of first-time ETF investors – people who may not have otherwise learned about ETFs if it wasn’t for Cannabis investing.”
Best of Show and Category winners are listed below.
BEST-OF-CATEGORY
Domestic/Single Country
Horizons ETFs
World's First Marijuana ETF
BEST-OF-CATEGORY
Global/Single Country
UBS
Partners: Alpha Grid, FT, Spark Foundry
FT Transact / The Future of Capital
BEST-OF-CATEGORY
Focus Category
J.P. Morgan Asset Management
Under The Influence
BEST-OF-SHOW
Horizons ETFs
World's First Marijuana ETF
“These awards have never had more significance in financial marketing than they do right now. Financial marketing is changing—fast and these awards honor the strategic work and leadership of those who are not only “doing it right” but who are also leading the way for the entire industry into the future,” explains Bill Wreaks, CEO of Gramercy Institute. “Engaging financial clients and customers demands thoughtful planning and true expertise in today’s digital age. Those financial brands that are designing great strategies are delivering tremendous value to their financial firms and to all stakeholders.”
On behalf of this year’s Gramercy Strategy Judges (see roster below), The Gramercy Institute is proud to announce the winners of the 2018 Gramercy Institute Financial Marketing Strategy Awards.
BEST STRATEGY: DOMESTIC & SINGLE COUNTRY
ASSET MANAGEMENT
Business-to-Business
OppenheimerFunds
Partners: McCann XBC, Havas Media
Challenge The Index
ASSET MANAGEMENT
Business-to-Consumer
Janus Henderson Investors
Three Tiers of Retirement Income
ASSET MANAGEMENT (TIE)
Business-to-Intermediary
Eaton Vance Distributors
Monthly Market Monitor
HartfordFunds
Partners: BouchezPage
Human-Centric Investing
BROKERAGE
Business-to-Consumer
TradeStation
Partners: DiMassimo Goldstein
2017 Brand Refresh
BROKERAGE
Business-to-Intermediary
Pershing, a BNY Mellon Company
New Client Communications Platform
CORPORATE
Business-to-Business
The Bank of New York Mellon (BNY Mellon)
Invested in Pittsburgh
CORPORATE
Business-to-Consumer
Horizons ETFs
World's First Marijuana ETF
CORPORATE
Business-to-Intermediary
Wells Fargo Asset Management
Millennials, Money and Happiness
ESG INVESTMENTS
Aberdeen Standard Investments
Partner: Alpha Grid
Impact Investing
GENERAL FINANCIAL
Business-to-Business
Pershing, a BNY Mellon Company
C-Suite Engagement
GENERAL FINANCIAL
Business-to-Consumer
Sullivan Bruyette Speros & Blayney
Partner: Seismic
Content Personalization
INSURANCE
AIG
Partner: MERGE Boston
Cybersecure Your World
INVESTMENT BANKING
BMO Capital Markets
Hospital Makeover
LENDING PLATFORMS
Sallie Mae Bank
Partner: Sallie Mae
Knowledge for College Tour
MEDIA PRODUCT MARKETING
LinkedIn Marketing Solutions
Partner: Editions Financial
Currency of Trust
PROFESSIONAL TOOLS
Bank of America Merrill Lynch
New Advisor Website Rollout Strategy
RETAIL BANKING
Business-to-Business
Beneficial Bank
Partner: BouchezPage
True to It's Name
RETAIL BANKING
Affinity Federal Credit Union
Partner: DiMassimo Goldstein
A Community Connected
WEALTH MANAGEMENT
Business-to-Business
Central Park Group
Education Before Assets
WEALTH MANAGEMENT
Business-to-Consumer
U.S. Trust
Partner: Bank of America
Bloomberg Partnership with Art Alignment
BEST STRATEGY: GLOBAL & MULTI-COUNTRY
ASSET MANAGEMENT
Business-to-Business
Bank of America Merrill Lynch
Are You Prepared for the New Reality?
ASSET MANAGEMENT
Business-to-Consumer
Invesco Ltd.
Global Fixed Income Study
ASSET MANAGEMENT
Business-to-Intermediary
BNY Mellon Investment Management
Partner: Deardorff Associates
Time to Own the World
CORPORATE
UBS
Partners: Alpha Grid, FT, Spark Foundry
FT Transact / The Future of Capital
ESG INVESTMENTS
Rockefeller & Co.
Partner: Vested
Rockefeller Insights
FINANCIAL EXCHANGES
Cboe
Partner: Fusion92
Cboe Global Brand Launch
GENERAL FINANCIAL
Business-to-Business
CFA Institute
Let's Measure Up
GENERAL FINANCIAL
Business-to-Consumer
Nadex, Tradestation
Partner: InvestingChannel
Cryptocurrency Investor Targeting Solution
GENERAL FINANCIAL
Business-to-Intermediary
Morningstar
Leveraging European Regulatory Changes
INVESTMENT BANKING
BMO Capital Markets
Bull Case. Base Case. Bear Case
RETIREMENT
Brandes Investment Partners, LP
Partner: Seismic
Maximum Efficiency
BEST STRATEGY: FOCUS AWARDS
BRANDING
Calvert Research and Management
Partner: Eaton Vance
Responsible Investing
CONTENT MARKETING
Fidelity
Partner: NewsCred
My Money
DIGITAL INTEGRATION
Carillon Tower Advisers
Tower Rising
INTERNAL MARKETING
BMO Global Asset Management
THRIVE Acquisition Program
METRICS & OPTIMIZATION
TaxSlayer
refundNOW
MOBILE/TAB/APP
T. Rowe Price
Partner: Imprint
Insights Program
PERSONALIZATION
OppenheimerFunds
Partner: Idio
1:1 Digital Experience
PUBLIC RELATIONS
Janus Henderson Investors
Knowledge. Shared
PUBLISHING
Invesco Ltd.
Risk & Reward
SOCIAL MEDIA
Bank of Montreal
Wake Up Your Money
VIDEO
J.P. Morgan Asset Management
Under The Influence
To evaluate award entries, Gramercy Institute assembled a panel of the following leaders in financial services marketing to serve as judges:
Judges: 15th Gramercy Institute Financial Marketing Strategy Awards
Renee Baker, Chief Marketing Officer, Carillon Tower Advisers
Debra Bar, Head of Marketing, Bank Leumi
Jeffrey Beck, AVP, Strategy & Marketing, TD Direct Investing
David Blackburn, Head, Digital Marketing, DTCC
Martha Brown, Director, Brand & Mktg Communications, Americas, Tax, EY
Sue Burton, SVP, Enterprise Mktg & Environment Social Governance, Bank of America
Andrew Ceccon, Executive Director, Marketing, FS Investments
Bonnie Cruice, Senior Creative Advertising Strategist, Vanguard
Marty Dauer, Chief Marketing Officer, Duff & Phelps
Matt Dunn, EVP, Head of Digital, PIMCO
Robert Elias, Corporate VP, Digital Marketing & Customer Acquisition, New York Life Insurance Co.
Jon Ellenberg, SVP, Brand Marketing, Global Wealth & Investment Mgmnt, Bank of America
Jason Farago, Insurance Asset Management Marketing, Deutsche Asset Management
Munir Haddad, Founder & CEO, Kiosk
Kim Hanson, Director, US Marketing, BMO Capital Markets
Jaime Kalfus, Managing Director, Global Head of Brand Experience, J.P. Morgan Asset Management
Jennifer Lindauer, SVP, Director of US Advertising & Marketing, Global Consumer Marketing, Citi
Grace Mistry, Director of Marketing, Retail Investments and BMO Global Asset Management, BMO Financial Group
Bob Mirales, SVP, Content Marketing, Bank of America
Beth Oporto, Managing Director, NYSE
Kevin Press, AVP, Market Insights, Sun Life Financial
Hunter Ricks, Manager, Content Marketing & Social Media, Lincoln Financial
Mitch Rose, Director, Editor-in-Chief, Capital One Commercial Bank
Laurent Roy, Creative Director, TD Bank Group
Kara Segreto, Marketing & Communication Lead, Center for Next Generation Growth, Prudential
Maryanne Sheehan, Director, Marketing & Communications, RBC Global Asset Management
Nicole Straub, Vice President, Student Loan Marketing & Product Management, Discover Financial Services
Bryan VanDyke, Managing Director & Head of Digital, Morgan Stanley
Paul Zettl, Head of Product & Office Management, T. Rowe Price
About The Gramercy Institute:
Based in New York, the Gramercy Institute is a leading global think tank for senior marketers from the world’s leading financial institutions and is the world’s largest network for senior marketers from major financial firms. Gramercy Institute is led by Bill Wreaks, who serves as CEO & Chief Analyst.
Its member firms include 40 of the world’s leading financial institutions. Its network spans a financial marketing community of over 7,000 industry professionals, worldwide. GI hosts an annual calendar of over twenty-three conferences, summits, forums and award shows each year in leading financial hubs worldwide including Boston, Chicago, Hong Kong, London, New York, Philadelphia, San Francisco and Toronto.
The mission of the Gramercy Institute is “to provide insight and information to senior marketers from the world’s leading financial brand while honoring and sharing the industry’s very best practices.”
Founded in 2002, The Gramercy Institute also provides research, analysis and consulting to the world’s top financial, media and marketing brands. The Gramercy Institute is led by Chief Executive Officer Bill Wreaks. Wreaks is seasoned executive with over thirty years of experience servicing the marketing needs of the world’s leading financial brands. In addition to its Gramercy Financial Marketing Strategy Awards” Gramercy Institute also honors financial marketing excellence through its annual “Financial Content Marketing Award” program as well as its annual “20 Rising Stars in Financial Marketing” program.
For more information about the Gramercy Institute, contact: Samantha Wreaks (swreaks@financialadvertising.com), 212-752-0151.
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