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JP Morgan: Best Wealth Planning Services United States 2022

There’s no broad-brush approach to wealth management, which is why JP Morgan experts pay attention to one-on-one relationships, creating bespoke strategies with each customer’s requirements in mind. The New York-based multinational investment bank prides itself on its ability to tailor

Federal Realty Investment Trust: Best ESG Real Estate Investment Strategy US 2022

Federal Realty Investment Trust, one of the oldest US REITs, boasts a 54-year record of annual dividend growth, the longest record in the REIT sector. The company targets high-density coastal markets where retail demand exceeds supply. It develops, operates and

Renaissance Investment Management: Best Small Cap Investment Solutions USA 2021

Renaissance Investment Management, based in the Cincinnati, Ohio area, today manages approximately $3 billion in assets under management and has been serving both institutional and individual clients since 1978. Their Small Cap Growth strategy focuses on fundamentals in managing portfolios,

GoldenTree Asset Management: Best Credit Asset Manager United States 2022

GoldenTree Asset Management is an employee-owned firm that specialises in high yield bonds, leveraged loans, distressed, structured products, emerging markets, and credit-themed equities. GoldenTree has nearly $47bn in AUM as of December 1, 2021, deploying capital across alternative and fixed-income

Standard Chartered USA: Best International Corporate & Institutional Bank US 2021

Standard Chartered USA draws on more than 160 years of financial services experience to execute clients’ financial imperatives and drive commerce and prosperity through its unique diversity. The group, headquartered in the UK and dual listed on the London and

WEC Energy Group: Best ESG Growth Strategy United States 2021

From its base on the shores of Lake Michigan, WEC Energy Group is rapidly moving towards a bright, sustainable future. WEC Energy Group didn’t simply adopt ESG goals, it fixed them firmly at the core of its operations in America’s

IBM: Best Investor Relations United States 2020

IBM was aware of the importance of shareholder engagement long before it became an accepted business convention. While many listed companies confine their encounters with investors to the proxy season, for IBM it’s a year-round activity. The company, founded in

Domini: Best Impact Investment Advisory United States 2021

Domini is heartened by the rising momentum of the impact investment sphere. The US-based mutual fund firm with $2.6 billion assets under management was an early adopter of socially responsible investing and launched its first product in 1991. The niche

Charah Solutions: Best Sustainable Environmental Management Solutions USA 2020

Charah Solutions’ management and employees are committed to environmental responsibility as the company provides mission-critical environmental services and byproduct sales to the U.S. power generation industry. Charah Solutions assists utilities to sustainably manage and recycle ash byproducts generated from the

Trillium Asset Management: Best ESG Investment Integration United States 2020

Trillium Asset Management was launched in 1982 by the late Joan Bavaria, heralded as the founding mother of ESG investing. After studying the investment system — and finding flaws — Bavaria started Trillium to provide clients with options better aligned

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About CFI.co Awards Programme

Each year, CFI.co seeks out individuals and organisations that contribute significantly to the convergence of economies and truly add value for all stakeholders. Reporting from frontlines of economic convergence, CFI.co realises that best practice is to be found throughout the world and the Awards Programme aims to identify and reward excellence wherever it is found in the hope to inspire others to further improve their own performance.