28th March 2014

Mutual Fund Industry Awards Winners Announced

The winners of the 21st Annual Mutual Fund Industry Awards have been announced at New York's Mandarin Oriental.

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Mutual Fund Industry Awards Winners Announced


Fund Industry Intelligence and Fund Director Intelligence, Institutional Investor’s exclusive publications for the mutual fund industry, have announced the winners of the 21st Annual Mutual Fund Industry Awards at a gala ceremony at New York’s Mandarin Oriental.

Around 500 mutual fund marketers, analysts and executives, as well as mutual fund company lawyers and independent trustees, attended the event.

The winners were announced after a six-month nomination and selection process conducted by the FII and FDI editorial teams. The picks were based on a combination of editorial research and mutual fund industry feedback. Follow the links below for winner profiles.

Fund Industry Intelligence’s winners:

Lifetime Achievement Award: Don Phillips, former head of global research, Morningstar
Fund Leader of the Year: George Aylward, president and CEO, Virtus Investment Partners
Fund Marketer of the Year: Shawn Alexander, head of Americas fund marketing, JPMorgan Funds
Ad Campaign of the Year: ING U.S. “Orange Money”
Deal of the Year: RidgeWorth Capital’s Management-Led Buyout
Sales Success of the Year: WisdomTree’s Japan Hedged Equity ETF
Retirement Leader of the Year: JPMorgan Asset Management

Fund Director Intelligence’s winners:

Lifetime Achievement Award: Joel Goldberg, of counsel, Stroock & Stroock & Lavan
Trustee of the Year: James Oates, independent chairman, John Hancock Funds
Small Board Trustee of the Year: John Brown, independent chairman, Blackstone Alternative Investment Funds
Independent Counsel of the Year: Brian McCabe and Gregory Sheehan, partners, Ropes & Gray

Read more about the awards and winners at

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