Beantown / Guggenheim / Paris / Wellington / Loomis Sayles / Boston / New York / Des Moines / Chicago / /
Company
BNY Mellon/Dreyfus Prudential Investments / SEI Investments / Standard & Poor / UBS / Transamerica / Charles Schwab / Rank Best Rank Best Score Rank Best / AQR Capital Management / U.S. Retail Funds / Natixis / Ivy Investment Management / Victory Capital Management / T. Rowe Price Group / Harris Associates / FolioMetr Advisory Funds / Legg Mason / Affiliated Managers Group funds / Brown Advisory Funds / Waddell & Reed Investment Management / Invst Partners / MainStay Funds / SEI Group Natixis State Street Bank / Street Bank & Trust / DFA / Johnson & Johnson / T. Rowe Price / BlackRock / MainStay Group / Wells Fargo / Brown & Sons / GE / Vanguard Group / BMO Global Asset Management / Russell / SIT Investment Associates / Bank of Montreal / Principal Total TaxFUND RANKING Funds / JPMorgan / Eaton Vance / Consolidated Edi / Nuveen / Virtus / Goldman Sachs Asset Management / Invesco / Morningstar / SEI Group / Waddell & Reed Financial / DOW JONES BUSINESS AND FINANCIAL WEEKLY / /
Country
United States / /
Currency
USD / /
Event
M&A / /
IndustryTerm
real estate investment trusts / health utilities / energy / regulated utilities / energy stocks / back-office services / asset management / bank-loan officers / retail fund / peer / bank information-technology roots / /
MarketIndex
S&P 500 / NASDAQ 100 / /
Organization
TIAA-CREF Fund / US Federal Reserve / Dimensional Fund / Company Or Organization / /
Person
T. Rowe / Kevin Western / Bill Nygren / Barry McInerney / Lawrence C. Strauss / Daniel P. Wiener / Clifford Asness / Reed High / Bill Gross / Lipper / Reed Invst Mgmt / Kenneth Leech / Franklin Templeton / Mohamed El-Erian / Schroder / Kevin Grant / Nora EverFUND / Abbe / Kevin Barr / Henry Herrmann / Bhanu Singh / Sachs A. Mgmt / Reed Asset / Gary Hovland / / /
Position
Advisors espeFund Advisors / manager departures / Fund Advisors / co-CEO / er and chief investment officer at WestAsset the bottom / CEO / managers CEO / financial advisors / president and CEO / insurer and asset manager / Frost Investment Advisors / portfolio manager / Advisors / manager / co-founder / Investment Advisors / midsize money manager / general U.S. equity category / /
% www.barrons.com FEBRUARY 9, 2015 Gary Hovland for Barron’s