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Previous Awards & Recognitions



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

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