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A Practical Guide to Nominations
Allocator Categories
For in-house investment teams or individuals at nonprofits, pension & retirement systems, sovereign wealth funds, family offices, & other institutions. OCIOs qualify. Service providers & other partners to an allocator could be nominated as part of team behind Fiduciary, Idea, or Operations of the Year.
Investment Consultant Category
For non-discretionary advisors to institutional allocators.
Asset Manager/Service Provider Categories
For fee-earning firms & individuals who provide a service of any kind to an institutional client base, except for non-discretionary advice, which has its own category. Some firms will qualify for both, e.g. Cambridge Associates consultants have been nominated for Advisor of the Year and its benchmarking & manager database business for Partner of the Year.
2025 Categories
The Randy Kim Prize for Fiduciary of the Year (Allocator)
For extraordinary actions in service the institutional mission & stakeholders. Often requires bravery and career risk.
Idea of the Year (Allocator)
For an innovative, unusual, potentially influential idea from an allocator or institution.
Investment Operations of the Year (Allocator)
This turned out to be one of the mostly hotly contested categories last year, and I hope will be again. Nominations are for an entire team (big or 1-person band), with named recognition of the leader.
Leader of the Year (Allocator)
Often - but not necessarily - a CIO. Can be any leader at an allocator organization that deserves recognition for outstanding service.
Team of the Year (Allocator)
A group that may be large or small, but punches above its weight from the CIO to interns.
Institutional RIA of the Year (Allocator)
For an advisor or firm delivering institutional-quality portfolio management, talent, research, and/or manager access to individuals. AUM or client wealth is less important than clear ties to the institutional world & its standards of practice.
Best Citizen - Individual (Asset Manager/Service Provider)
For someone trusted and admired by their allocator partners; a good person who does more than their business interests demand in support of mission-driven investing and of their community. Probably pays their taxes without whining.
Best Partner - Firm (Asset Manager/Service Provider)
For a firm that goes above and beyond in service of the institutional mission. Can be any service provider: asset manager, law firm, consulting shop, tech support, recruiter, etc.
Advisor of the Year (Individual Investment Consultant)
For non-discretionary advisors to institutional allocators.
Place your vote
Nominations are now open. Finalists will be announced this summer.
