BERWYN, PA — Envestnet announced the winners of its 2025 Asset Manager of the Year Awards during the Manager Forum at Envestnet Engage, held at the Vinoy Resort in St. Petersburg, Florida. Alger garnered the prestigious Manager of the Year title for its Alger Capital Appreciation SMA, recognized for exemplary performance and client-focused investment strategies.
Now in its 21st year, the awards program highlights portfolio managers who demonstrate excellence in navigating varied market conditions and maintaining high-conviction strategies. Winners are selected from mutual funds, ETFs, SMAs, and model portfolios available to financial advisors on the Envestnet platform. Each strategy undergoes rigorous evaluation by Envestnet | PMC’s experienced due diligence team.
“Congratulations to Alger for being named Manager of the Year, and to all our category winners; these managers deserve recognition for upholding a commitment to excellence in an evolving investment landscape,” said Dana D’Auria, CFA, Co-Chief Investment Officer and Group President of Envestnet Solutions. “This year’s winners delivered solid results in a time period of sustained economic and market uncertainty. They continue to set new benchmarks for client-dedication and innovation—and the ultimate winners are investors and the industry.”
2025 Category Winners
Multi-Asset: Fidelity Target Allocation Model Portfolios
Fixed Income: AB Tax Aware Fixed Income Managed Account
US Large & All Cap: Alger Capital Appreciation Fund and Federated MDT Large Cap Value
US Small, SMID, and Mid Cap: CRM Small/Mid Cap Value
International, EM, and Global Equity: WCM Quality Global Growth ADR
Sustainable: Impax Small Cap Fund
Specialty: BlackRock Strategic Income Opportunities Fund
These awards underscore the importance of innovation and adaptability in the investment management space. By recognizing top-performing managers and firms, Envestnet aims to set standards of excellence that drive the industry forward, benefiting both clients and the broader financial ecosystem.
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