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Awards & Recognitions



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Previous Awards & Recognitions



2022.Q4

Informa Investment Solutions

PSN Top Guns Q4 2022

Muni PLUS - Manager of the Decade - Municipals Universe
Taxable Ladder PLUS - Manager of the Decade - Core Fixed Universe
Taxable Ladder PLUS - 4 Stars - Core Fixed Universe
Taxable Ladder PLUS - 5 Stars - Core Fixed Universe
Taxable Ladder PLUS - Manager of the Decade - US Fixed Income Universe
Taxable PLUS - Manager of the Decade - Core Fixed Universe
Taxable PLUS - 4 Stars - Core Fixed Universe
Taxable PLUS - 5 Stars - Core Fixed Universe
Taxable PLUS - 6 Stars - Core Fixed Universe
Taxable PLUS - Manager of the Decade - US Fixed Income Universe
Cash Management - 3 Stars - Less than 1 Year Mat Universe
3-17 Yr Ladder - 1 Stars - Intermediate Maturity Universe
3-17 Yr Ladder - 1 Stars - Municipals Universe
3-17 Yr Ladder - 4 Stars - Municipals Universe

Broadridge/Lipper

Lipper Best Money Managers Q4 2022

Asset Class Quarter(s) Ranking Product Name
U.S. Municipals (All Durations) 20 Quarters (Ranked 23 out of 272) 3-17 Year Ladder
U.S. Municipals (All Durations) 1 Quarter (Ranked 21 out of 332) 3-17 Year Ladder
U.S. Municipals (All Durations) 12 Quarters (Ranked 13 out of 297) Cash Management
U.S. Municipals (All Durations) 4 Quarters (Ranked 4 out of 323) Cash Management
U.S. Municipals (Duration 3+ yrs) 20 Quarters (Ranked 2 out of 31) Ladder PLUS
U.S. Municipals (Duration 3+ yrs) 40 Quarters (Ranked 10 out of 28) Ladder PLUS
U.S. Municipals (Duration 3+ yrs) 12 Quarters (Ranked 5 out of 34) Ladder PLUS
U.S. Municipals (Duration 3+ yrs) 1 Quarter (Ranked 7 out of 40) Muni PLUS
U.S. Municipals (Duration 3+ yrs) 12 Quarters (Ranked 7 out of 34) Muni PLUS
U.S. Core Plus Fixed Income 4 Quarters (Ranked 16 out of 55) Taxable Ladder PLUS
U.S. Core Plus Fixed Income 20 Quarters (Ranked 15 out of 47) Taxable Ladder PLUS
U.S. Core Plus Fixed Income 12 Quarters (Ranked 15 out of 49) Taxable Ladder PLUS
U.S. Core Plus Fixed Income 4 Quarters (Ranked 20 out of 55) Taxable PLUS
U.S. Core Plus Fixed Income 20 Quarters (Ranked 12 out of 47) Taxable PLUS
U.S. Core Plus Fixed Income 40 Quarters (Ranked 10 out of 38) Taxable PLUS
2022.Q3

Informa Investment Solutions

PSN Top Guns Q3 2022

Taxable PLUS  4 Stars  Core Fixed Universe
Taxable PLUS  5 Stars  Core Fixed Universe
Taxable PLUS  6 Stars  Core Fixed Universe
Taxable PLUS  4 Stars  US Fixed Income Universe
Taxable PLUS  5 Stars  US Fixed Income Universe
Taxable PLUS  6 Stars  US Fixed Income Universe
3-17 Year Ladder  4 Stars  Municipals Universe

Broadridge/Lipper

Lipper Best Money Managers Q3 2022

Cash Management - U.S. Municipals (All Durations)

  • 1 Quarter (Ranked 8 out of 326)
  • 4 Quarters (Ranked 2 out of 315)
  • 12 Quarters (Ranked 9 out of 291)
  • 20 Quarters (Ranked 23 out of 264)

Ladder PLUS - U.S. Municipals (Duration 3+ yrs)

  • 12 Quarters (Ranked 10 out of 34)
  • 20 Quarters (Ranked 7 out of 29)
  • 40 Quarters (Ranked 10 out of 26)

Taxable Ladder PLUS - U.S. Core Plus Fixed Income

  • 1 Quarter (Ranked 19 out of 57)
  • 4 Quarters (Ranked 12 out of 52)
  • 12 Quarters (Ranked 15 out of 49)
  • 20 Quarters (Ranked 14 out of 48)

Taxable PLUS - U.S. Core Plus Fixed Income

  • 4 Quarters (Ranked 15 out of 52)
  • 12 Quarters (Ranked 16 out of 49)
  • 20 Quarters (Ranked 10 out of 48)
  • 40 Quarters (Ranked 9 out of 39)
2022.Q2

Informa Investment Solutions

PSN Top Guns Q2 2022

Taxable Ladder PLUS 5 Stars Intermediate Core Fixed Income Universe
Taxable Ladder PLUS 6 Stars Intermediate Core Fixed Income Universe
Taxable Ladder PLUS 5 Stars Intermediate Maturity Universe
Taxable Ladder PLUS 6 Stars Intermediate Maturity Universe
Taxable PLUS 4 Stars Core Fixed Universe
Taxable PLUS 5 Stars Core Fixed Universe
Taxable PLUS 6 Stars Core Fixed Universe
Taxable PLUS 4 Stars Intermediate Core Fixed Income Universe
Taxable PLUS 4 Stars Intermediate Maturity Universe
Taxable PLUS 5 Stars US Fixed Income Universe
Cash Management 1 Stars Less than 1 Year Mat Universe
Cash Management 2 Stars Less than 1 Year Mat Universe
Cash Management 3 Stars Less than 1 Year Mat Universe
Cash Management 1 Stars US Fixed Income Universe
3-17 Yr 4 Stars Municipals Universe

Lipper Best Money Managers Q2 2022

Cash Management - U.S. Municipals (All Durations)

  • 1 Quarter (Ranked 3 out of 320)
  • 4 Quarters (Ranked 3 out of 313)
  • 12 Quarters (Ranked 15 out of 290)

Cash Management - U.S. Fixed Income (All Styles)

  • 1 Quarter (Ranked 7 out of 1261)
  • 4 Quarters (Ranked 15 out of 1146)

Ladder PLUS - U.S. Municipals (Duration 3+ yrs)

  • 12 Quarters (Ranked 8 out of 35)
  • 20 Quarters (Ranked 8 out of 30)
  • 40 Quarters (Ranked 10 out of 25)
2022.Q1

Informa Investment Solutions

PSN Top Guns Q1 2022

Taxable Ladder PLUS 6 Stars Intermediate Core Fixed Income Universe
Taxable Ladder PLUS 6 Stars Intermediate Maturity Universe
Taxable PLUS 5 Stars Core Fixed Universe
Taxable PLUS 2 Stars Intermediate Core Fixed Income Universe
Taxable PLUS 4 Stars Intermediate Core Fixed Income Universe
Taxable PLUS 5 Stars Intermediate Core Fixed Income Universe
Taxable PLUS 6 Stars Intermediate Core Fixed Income Universe
Taxable PLUS 5 Stars Intermediate Maturity Universe
Taxable PLUS 6 Stars Intermediate Maturity Universe
Cash Management 2 Stars Less than 1 Year Mat Universe
Cash Management 1 Stars Municipals Universe
Cash Management 2 Stars Municipals Universe
3-17 Yr 5 Stars Municipals Universe
3-17 Yr 6 Stars Municipals Universe

Broadridge/Lipper

Lipper Best Money Managers Q1 2022

Cash Management - U.S. Municipals (All Durations)

  • 1 Quarter (Ranked 3 out of 313)
  • 4 Quarters (Ranked 6 out of 304)

Ladder PLUS - U.S. Municipals (Duration 3+ yrs)

  • 40 Quarters (Ranked 10 out of 21)

Taxable PLUS - U.S. Core Plus Fixed Income

  • 4 Quarters (Ranked 17 out of 55)
  • 20 Quarters (Ranked 19 out of 50)
  • 40 Quarters (Ranked 15 out of 41)

Taxable Ladder PLUS - U.S. Core Plus Fixed Income

  • 1 Quarter (Ranked 17 out of 57)
  • 4 Quarters (Ranked 19 out of 55)


Lipper Criteria, PSN Criteria