Annual Awards for Closed-End Funds, ETF's & Analysts
(To be presented during the luncheon and will also be published in Barron's)


Within the context of the Forum, we also organize annually the Closed-End Funds & ETF Awards, aimed to identify and recognize those fund sponsors and executives who consistently apply high standards of financial disclosure, investor and shareholder relations and product innovation. The Awards are based on nominations by a committee of analysts and industry specialists who actively follow CEFs and ETFs.

We have also instituted the CEF & ETF Analyst Awards aimed to recognize those firms and individual analysts who contribute the most to the development of the CEF and ETF sectors with their research work. The Awards are based on nominations by a committee of industry participants from CEFs and ETFs.

***Note: Capital Link is not part of the Nominating Committee.

     
     
   

MOST INNOVATIVE CLOSED-END FUND IN 2011
To the Fund Sponsor who came up with the most innovative product in 2011

First Trust Energy Infrastructure Fund (FIF)

   

BEST SHAREHOLDER RELATIONS BY A NON-US CEF FUND FAMILY IN 2011
To the Fund Sponsor who practices best financial disclosure and is proactive in shareholder communications

Aberdeen Asset Management

   

BEST SHAREHOLDER RELATIONS BY A US EQUITY FUND FAMILY IN 2011
To the Fund Sponsor who practices best financial disclosure and is proactive in shareholder communications

BlackRock Closed-End Fund Group

   

BEST SHAREHOLDER RELATIONS BY A FIXED INCOME FUND FAMILY IN 2011
To the Fund Sponsor who practices best financial disclosure and is proactive in shareholder

Nuveen Investments

   

BEST INVESTOR RELATIONS CEF WEBSITE IN 2011
To the Fund Sponsor who maintains the most informative and user friendly financial website

Nuveen Investments

   

FOR CONTRIBUTION TO THE CLOSED-END FUND SECTOR IN 2011
Awarded to an individual for his/her contribution to the Closed-End Fund sector in 2011

Mr. Jeff Margolin, Senior Vice President, Closed-End Fund Analyst, First Trust Advisors


   

   

BEST RESEARCH TEAM FOR CLOSED-END FUNDS IN 2011
Morgan Stanley Smith Barney

  • Michael Jabara
  • David Perlman,
  • Stephen Minar

  •    

    FOR CONTRIBUTION TO THE CLOSED-END FUND SECTOR IN 2011
    Awarded to an Analyst for his/her contribution to the Closed-End Fund sector in 2011

  • Mr. Jon Maier, Global Macro Research, Closed-End Fund Analyst, Bank of America Securities - Merrill Lynch
  • Ms. Mariana Bush, Closed-End Fund & Exchange-Traded Tracking Products, Wells Fargo Advisors, LLC

  •  
         


         
         
       

    MOST INNOVATIVE ETF IN 2011
    To the Fund Sponsor who came up with the most innovative product in 2011

    Wisdom Tree Managed Futures Strategy Fund (WDTI)

       

    BEST SHAREHOLDER RELATIONS IN 2011
    To the Fund Sponsor who practices best financial disclosure and is proactive in shareholder communications

  • BlackRock
  • iShares

  •    

    BEST INVESTOR RELATIONS ETF WEBSITE IN 2011
    To the Fund Sponsor who maintains the most informative and user friendly financial website

    iShares

       

    MOST INNOVATIVE INDEX IN 2011
    To the Fund Sponsor who came up with the most innovative index in 2011

    Russell-Axioma U.S. Large Cap Low Volatility Index (LVOL)

       

    FOR CONTRIBUTION TO THE ETF SECTOR IN 2011
    Awarded to an individual for his/her contribution to the ETF sector in 2011

    Mr. Jan van Eck, President, Market Vector ETFs


       

       

    BEST RESEARCH TEAM FOR ETFs IN 2011
    Morgan Stanley Smith Barney

  • Michael Jabara
  • David Perlman
  • Stephen Minar)

  •    

    FOR CONTRIBUTION TO THE ETF SECTOR IN 2011
    Awarded to an Analyst for his/her contribution to the ETF sector in 2011

    Ms. Mariana Bush, Closed-End Fund & Exchange-Traded Tracking Products, Wells Fargo Advisors, LLC

     
         











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