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S&P Announces Winners of Second Annual U.S. Separately Managed Accounts Awards
New York, May 2, 2006 - Standard & Poor's and its awards partners, Prima Capital and Investment Advisor magazine, announced today the winners of the second annual Separately Managed Accounts Awards. The 2006 SMA awards are given this year to seven management teams, acknowledging their excellence in providing consistently strong performance, along with customization and tax efficiency, in separate accounts.
Using the comprehensive database and analytical rigor provided by the Standard & Poor's SMA Evaluator, a short list of nominees was fielded from the more than 800 retail separate account products in the Prima Capital database. From the list of nominees, the SMA Awards committee that includes Philip Edwards, managing director of Standard & Poor's, Prima Capital President J. Gibson Watson III, Investment Advisor magazine Editor-in-Chief James J. Green, and Investment Advisor magazine Staff Editor Kathleen McBride selected this year's award recipients.
To be considered for an award, each SMA portfolio had to:
The seven SMA Awards winners, in five categories, will be profiled in the April 2006 Investment Advisor magazine, as well as online beginning March 31, 2006, at www.investmentadvisor.com. The complete list of award winners, methodology and other awards information can also be found by accessing
| Category | Firm | |
| Large-Cap Equity - Value | William Fries | Thornburg Investment Management Value Equity |
| Large-Cap Equity - Growth | Team Managed | Oak Ridge Investments Large-Cap Growth |
| Small-Mid Cap Equity - Value | Team Managed | Anchor Capital Mid-Cap Value Equity |
| Small-Mid Cap Equity - Growth | Team Managed | Riverbridge Partners Small Cap Growth |
| International Equity | Team Managed | Philadelphia International Equity ADR |
| Fixed Income | Team Managed | Appleton Partners Tax-Exempt Municipal |
| Tax Efficiency | Team Managed | KCM Investment Advisors Large-Cap GARP Equity |
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About Standard & Poor's
Standard & Poor's, a division of The McGraw-Hill Companies (NYSE:MHP), is the world's foremost provider of independent credit ratings, indices, risk evaluation, investment research and data. With approximately 6,300 employees located in 20 countries and markets, Standard & Poor's is an essential part of the world's financial infrastructure and has played a leading role for more than 140 years in providing investors with the independent benchmarks they need to feel more confident about their investment and financial decisions. For more information, visit www.standardandpoors.com.
About Prima Capital
Prima Capital provides Workflow and Advisory Solutions for Wealth Management. These Solutions may include data, objective research, due diligence, and advice on separately managed accounts, mutual funds, and ETFs to financial services companies and their advisors delivered through Prima's customizable web services technology. Prima's Solutions result in permanent workflow improvements and cost savings for a sponsor firm. When introduced to the sponsor's investment consultants, Prima's Solutions provide a comprehensive research application with deep content, enabling toolsets, manager alerts, and online support that empower them to increase sales. The company's web site is located at www.primacapital.com.
About Investment Advisor
With a circulation of 77,000, Investment Advisor magazine is now in its 26th year of serving independent-and independent-minded-investment advisors and financial planners across the United States. Investment Advisor offers information and analysis on investment strategies, practice management, wealth management, compliance and regulatory issues, and retirement, insurance, and tax planning, all designed to help independent advisors become more successful. For more information, visit www.investmentadvisor.com.
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