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GRAMERCY INSTITUTE IS PLEASED TO ANNOUNCE WINNERS FOR ITS 2024

FINANCIAL CONTENT MARKETING AWARDS

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Content-as-marketing has proven to be a highly-effective and extremely-efficient means for financial marketers to connect in meaningful ways with core target audiences. The result: content marketing has become a significant plank in nearly every financial marketing platform. This award was established to recognize excellence & achievement in

FINANCIAL CONTENT MARKETING.

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Judging was carried out by a panel of financial services marketing leaders from the world's top financial, media and marketing brands.

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An award ceremony was held in New York City on Thursday, September 26, 2024 at 

Gramercy Institute's Financial Marketer's Forum: NYC.

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BEST-OF-SHOW

J.P. Morgan Asset Management

J.P. Morgan Chase

"College Planning Essentials"

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BEST-OF-SHOW RUNNER-UP

Hamilton Lane

"2024 Hamilton Lane Market Overview"

SINGLE-COUNTRY AWARDS

 

Asset Management (BB)
AllianceBernstein
AGENCY: Living Group
"AB Sees ETFs Like No Other"


Asset Management (BC)
Natixis Investment Managers
"Cash on the Sidelines Campaign"


Asset Management (BI-TIE)
Allspring Global Investments
"Riding the Curve"


Asset Management (BI-TIE)
BNY Investments
AGENCY: Editions
"BE INTENTIONAL: Strategies for Shifting Markets"


Asset Management (BInst)
Columbia Threadneedle Investments
AGENCY: Prosek Partners
"Institutional and Intermediary Thought Leadership Campaigns"


Asset Management (BMT)
J.P. Morgan Asset Management
J.P. Morgan Chase
"College Planning Essentials"


Banking
Citizens Commercial Banking
AGENCY: EMI Strategic Marketing
"Citizens Always-On LinkedIn Campaign"


Corporate
Citadel and Citadel Securities
AGENCY: Code and Theory
"Citadel and Citadel Securities Presents Boundless"


Investment Banking
BMO Capital Markets
BMO
"See Further 2023 "


Miscellaneous Financial Services (BB)
VettaFi
"VettaFi’s Growth Engine – Marketing"

 

Miscellaneous Financial Services (BMT)

The American College of Financial Services

"Advisor Toolkits"


Personal Investing (BB)
MFS Investment Management
"MFS Capital Markets Advisor Program: Straight Talk Investment Webcast Series and Market Pulse"


Personal Investing (BC)-TIE
WHZ Strategic Wealth Advisors
AGENCY: Dunn Marketing
"Serve, Don’t Sell: Winning Prospects & Wooing Clients Through Person-Centered Content Marketing"


Personal Investing (BC)-TIE
Vanguard
AGENCY: RED @ Vanguard
Timely Thought Leadership


Personal Investing (BI)
T. Rowe Price
AGENCY: IMPRINT
"The Next Wave of Advice"


Personal Investing (BMT)
Fidelity International
AGENCY: Teamspirit
"Invest in Fidelity biodiversity. Invest in the heart of everything”

 

Retirement Services (BC)

MissionSquare Retirement

AGENCY: IMPRINT

"MissionSquare Realize Retirement® Program"

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Retirement Services (BI)

Ascensus

"New Campaign Drives Adoption of Pooled Employer Plans"

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Category Abbreviation Legend

BB=Business-to-Business
BC=Business-to-Consumer
BI=Business-to-Intermediary

BInst=Business-to-Institututional

BMT=Business-to-Multi-Target 

Retirement Services (BMT)

AllianceBernstein 

Defined Contribution Business

"AB's Lifetime Income Strategy -

Social Media Campaign"

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Tax Services

AdviceOne Advisory Services, LLC

AGENCY: Buffalo Built Design Studio, LLC

"Front-End Brilliance and Back-End Efficiency"

 

Wealth Management

RBC Dominion Securities

RBC Wealth Management Canada

"Grace Wang Portfolio Management

Practice of RBC Dominion Securities Website"

 

MULTI-COUNTRY AWARDS

 

Asset Management (BB)
MacKay Shields
AGENCY: Peregrine Communications
"Shifting Gears - Why Fixed Income’s Paradigm Shift Should Drive Reallocation"


Asset Management (BC)
Natixis Investment Managers
"Generation X Report"


Asset Management (BI)
Hamilton Lane
"2024 Hamilton Lane Market Overview"


Asset Management (BMT)
William Blair Investment Management
"Emerging Markets Outlook Campaign"


Banking
BMO Financial Group
"Brian Belski’s 2024 Market Outlook "


Brokerage
BMO Financial Group
BMO
"2023 BMO Climate Institute Business Leaders Survey "


Corporate
Tradeweb
AGENCY: Living Group
"It’s On Tradeweb Campaign"


Investment Banking
Barclays Investment Bank
"Impact Series Report on AI"


Miscellaneous Financial Services (BB)
Global X ETFs
PARTNER: The Wall Street Journal

| Barron’s Group
"Charting Disruption - Global X ETFs"

Miscellaneous Financial Services (BC)
CITADEL and CITADEL SECURITIES
AGENCY: Mofilm
"Francesco, An Extraordinary Colleague"

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Personal Investing
Tweedy, Browne
AGENCY: Leibowitz Branding & Design
"How Should Today's Investors Think About Value Investing?"


Securities & Commodities Exchanges
CME Group
"Transformed Quarterly Product Reports"


Wealth Management
BMO
BMO Capital Markets, BMO Financial Group
"Sustainability Leaders Podcast"

 

JUDGES

Judging was carried out by a panel of financial services marketing leaders from the world's top financial, media and marketing brands.

  • ​Scott Anderson, Senior Vice President Marketing, Fred Alger & Company, LLC, Alger

  • Kasia Antczak, 2nd VP, Head of Product & Segmentation Marketing, Guardian Life

  • Michael Baiamonte, Group Director, 14r Group

  • Matthew Brady, Head of U.S. Intermediary Marketing, Invesco US

  • Hong Bloom, Head of Performance Marketing, Vanguard

  • Patrick Canney, Head of Marketing, RBC GAM (U.S.), RBC Global Asset Management

  • Theo Casey, Managing Director, Marketcolor

  • Lara Coleman, Executive Director, Advertising + Content Marketing, FS Investments

  • Claire Evans, Managing Director, Head of Marketing, UBS Asset Management

  • Joy Falconer, Executive Director, JPMC, JPMorgan Chase & Co.

  • Rupert Hodson, CEO, Co-founder, Dianomi

  • Bruce Hoffmann, Head of Marketing and Business Development, Scharf Investments

  • Helena Jarabakova, Senior Director, Channel Partner Marketing, CME Group

  • Meg Johnson, VP Marketing, Matthews Asia

  • Michael Kazanjian, Chief Marketing Officer, FIDX

  • Rich Kendrick, Head of Americas Marketing, AllianceBernstein

  • Rick Kuwayti, CMO, B-to-B Marketing & Shared Services, BMO Financial Group

  • Paul Leibowitz, President & Creative Officer, Leibowitz

  • Sarah McSpiritt, Head, Content and Strategic Communications, The American College of Financial Services

  • Claire Mellon, Head of Brand & Marketing, Finitor Wealth

  • Kaydee Marcinek, Chief Marketing Officer, FM

  • Bethany Morris, Global Head, Client Insight & Innovation, Client Experience Department - Distribution & Wealth, Amundi

  • Alanna Nensel, Global Head of Brand, Creative & Digital, Janus Henderson Investors

  • Tokes Ojo-Ade, Head of U.S. Intermediaries Paid Promotions, T. Rowe Price

  • William Obre, Head of Marketing & Comms, Americas, AXA Investment Managers

  • Emily Pachuta, Chief Marketing Officer, Ascensus

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

  • Petek Pekgoz, Head of Marketing, Nomura Capital Management

  • Judith Peterson, Chief Marketing Officer, DwellFi

  • Betsy Pultz, Head, Growth Marketing, Commercial Risk Solutions, NA, Aon

  • Ondina Purcell, SVP, Chief Marketing Officer-Wealth Management, TIAA

  • Dominica Ribeiro, Chief Marketing & Distribution Officer, Breckinridge Capital Advisors

  • Kenna Roberts, Kenna Roberts, Global Head of Marketing Operations, AXA Investment Managers

  • Chris Rohan, Head of Global Channel Marketing, Allspring Global Investments

  • Courtney Rougeau, Director, Head of Channel Marketing, Lazard Asset Management

  • Claire Taylor, Director, Brand & Content Strategy, Americas, BNP Paribas

  • Sarah Taylor, Chief Marketing Officer, Haiilo

  • Elaine Villas-Obusan, Sr. Vice President, Head of Retail Marketing, US, Amundi US

  • Leslie Walstrom, Head of Global Marketing, Columbia Threadneedle Investments

  • Susannah Wardly, SVP, Marketing, Natixis Investment Managers

  • Eileen Zicchino, Managing Director, Corporate Strategy, Wells Fargo​

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