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AWARD CRITERIA:
Nonprofit Fund Award Categories:
Small Nonprofit of the Year
Mid-Sized Nonprofit of the Year
Large Foundation of the Year
Large Endowment of the Year
Award Criteria: Nominees for these Nonprofit Fund categories are exemplars of the best-run nonprofits in performance and investment decisions. They have been successful in meeting their goals and in their use of managers/consultants. Small fund candidates have less than $500 million under management. Mid-Sized fund candidates will have between $500 million and $1 billion under management.
Manager Award Categories:
Nonprofit Equity Manager of the Year
Nonprofit Bond Manager of the Year
Nonprofit Real Asset Manager of the Year
Nonprofit Hedge Fund Manager of the Year
Nonprofit Private Equity Manager of the Year
Award Criteria: Nominees for the Manager categories have executed innovative investment strategies and increased their assets under management from nonprofit clients over the past year. They have developed solutions tailored to nonprofit investors and achieved impressive overall performance on their returns.
Individual Award Categories:
Marketer of the Year
Award Criteria: Nominated Marketers have won a substantial amount of new business from nonprofit clients over the past year, are known for attentive client service, strong knowledge of their firm's investment strategies and their clients' needs, and have a good reputation among nonprofit investors.
Consultant of the Year
Award Criteria: Consultant of the Year nominees have a substantial base of nonprofit clients and a thorough understanding of the industry and their clients' needs. They are open-minded and innovative thought-leaders, with track records of providing astute manager selection advice and helping their clients achieve strong returns.
If you have any queries, please do not hesitate to contact Mark Faro, Foundation & Endowment Money Management, at mfaro@iinews.com.
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