HORIZONS ETFs TAKES “BEST OF SHOW” TITLE AT

GRAMERCY FINANCIAL MARKETING STRATEGY AWARDS

  • Also, Horizons ETF’s, JP Morgan & UBS Teams Bring Home “Best of Category Awards”

  • 43  Strategic Excellence Awards Presented to Financial’s Best Known Brands at New York City Event

  • 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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