Mutual Fund Industry Awards Winners Announced


NEW YORK, NY--(Marketwired - Mar 28, 2014) - Fund Industry Intelligence and Fund Director Intelligence, Institutional Investor's exclusive publications for the mutual fund industry, announced the winners of the 21st Annual Mutual Fund Industry Awards at the March 27, 2014 gala 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 were:

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 were:

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

To find out why they won, nominees in those categories, selection criteria or to see photos of the ceremony, please visit: Fund Industry Intelligence and Fund Director Intelligence.

About Fund Industry Intelligence

Fund Industry Intelligence, incorporating Fund Action, is your reliable source for news, analysis, data, and informed perspective on the mutual fund industry. It delivers daily business strategy, sales and marketing leads to fund industry leaders -- giving them timely, practical insights into the highly competitive mutual fund marketplace. From product innovation, distribution and marketing strategies to senior leadership interviews, market trends, regulatory alerts, DC search activity and market data, Fund Industry Intelligence delivers exclusive coverage in company and market contexts.

About Fund Director Intelligence

Fund Director Intelligence, incorporating Fund Directions, provides practical insight into the key issues facing mutual fund boards. From performance evaluation and pricing issues to board compensation, risk oversight and compliance monitoring, Fund Director Intelligence is your trusted and timely information source -- not only for the news, but also for a clear understanding on how these issues will impact trustees. Through timely, practical information, Fund Director Intelligence empowers readers with what they need to know and what to expect in the future. Get timely, reliable news, analysis and in-depth perspective exactly how and when you need it.