October 30, 2017
Guggenheim Investments Recognized for Best Fixed-Income Initiatives at WealthManagement.com Industry Awards
NEW YORK, NY – October 30, 2017 – Guggenheim Investments, the global asset management and investment advisory business of Guggenheim Partners, recently was recognized for its fixed-income thought leadership at the third annual WealthManagement.com Industry Awards. The firm was awarded Outstanding Achievement in Fixed Income in the category of asset managers.
Guggenheim received the award for such thought leadership materials as its quarterly Fixed-Income Outlook and High Yield and Bank Loan Outlook, its white papers on asset-backed securities (ABS) and collateralized loan obligations (CLOs), its video production program, and its CIO Outlooks by Global Chief Investment Officer and Chairman of Investments Scott Minerd.
“We’re greatly appreciative of the tremendous ongoing recognition financial advisors place upon our macroeconomic perspectives and research and this strong endorsement of the world-class work from our macroeconomic, editorial, and branding teams,” Minerd said. “They work very hard to provide advisors and clients with proprietary thinking that helps them better understand the issues impacting global markets and make informed investment decisions.”
The award was the second major recognition Guggenheim Investments has recently received for outstanding thought leadership materials. Earlier this month, a Cogent Reports survey of more than 1,000 financial advisors across all channels placed Guggenheim among the top five asset management firms when it comes to the reading and sharing of investment thought leadership.
“Guggenheim Investments continues to provide advisors and their clients with timely and relevant investment insights highlighting the depth and rigor of our fundamental research,” said Jerry W. Miller, President of Guggenheim Investments. “We are pleased that advisors recognize and value the quality of the firm’s work, which is also reflected in our investment process and across our innovative products and strategies.”
The WealthManagement.com Industry Awards program recognizes the companies and organizations that support financial advisor success. This specific award is presented to the firm that improves advisors’ understanding, usage, and portfolio management of fixed income.
Guggenheim’s award-winning thought leadership materials for advisors and investors can be found at www.guggenheiminvestments.com/perspectives.
About Guggenheim Investments
Guggenheim Investments is the global asset management and investment advisory division of Guggenheim Partners, with more than $243 billion¹ in assets across fixed income, equity, and alternative strategies. We focus on the return and risk needs of insurance companies, corporate and public pension funds, sovereign wealth funds, endowments and foundations, consultants, wealth managers, and high-net-worth investors. Our 275+ investment professionals perform rigorous research to understand market trends and identify undervalued opportunities in areas that are often complex and underfollowed. This approach to investment management has enabled us to deliver innovative strategies providing diversification and attractive long-term results.
WealthManagement.com is the digital resource of REP. and Trusts & Estates. It provides the latest news, industry trends and investment ideas for more 800,000 centers of influence in wealth management—from financial advisors and planners to estate-planning attorneys and CPAs. We deliver unbiased insights through websites, mobile devices, magazines, newsletters, email, white papers, videos, webinars, events and social media channels.
The 2017 WealthManagement.com Executive Forum and Industry Awards recognize the companies and organizations that support financial advisor success. The Asset Managers: Fixed Income subcategory winner is selected based on a new initiative or program, or an enhancement to an existing platform that improves advisors’ understanding, usage and portfolio management of fixed income. Initiatives can include areas such as research tools, practice management programs, wholesaler support, service improvements, technology enhancements, etc. Criteria include quantitative measures—such as specific feature set, usage, adoption, scope, scale, advisor survey scores, etc.—along with qualitative measures such as innovation, creativity, new methods of deployment, etc. The WealthManagement.com Industry Awards program recognizes outstanding achievement by organizations that support financial advisor success. For the 2017 awards, WealthManagement.com received 470 submissions from firms across 72 awards categories. A panel of judges from the financial services industry selected the finalists and award winners. For more details, visit https://events.wealthmanagement.com.
¹ Guggenheim Investments total asset figure is as of 9.30.2017. The assets include $11.6bn of leverage for assets under management and $0.4bn for assets for which Guggenheim provides administrative services. Guggenheim Investments represents the following affiliated investment management businesses: Guggenheim Partners Investment Management, LLC, Security Investors, LLC, Guggenheim Funds Investment Advisors, LLC, Guggenheim Funds Distributors, LLC, Guggenheim Real Estate, LLC, GS GAMMA Advisors, LLC, Guggenheim Partners Europe Limited and Guggenheim Partners India Management.
The referenced funds are distributed by Guggenheim Funds Distributors, LLC.Guggenheim Investments represents the investment management business of Guggenheim Partners, LLC (“Guggenheim”), which includes Guggenheim Funds Investment Advisors (“GFIA”), Security Investors, LLC (“SI”), the investment advisors to the referenced fund. Guggenheim Funds Distributors, LLC is affiliated with Guggenheim, SI, and GFIA.