Institute of Advanced Investment Management
IAIM Annual Recognition Program
Recognizing innovation that advances investment management.
The IAIM Investment Innovation Awards honor individuals and organizations making meaningful contributions to investment management through research, technology, artificial intelligence, leadership, and practice.
Presented at the conference
Presented at the IAIM Conference.
The awards are designed as an annual IAIM Conference feature, recognizing the people, firms, and technologies shaping the future of investing.
Annual recognition with immediate visibility
IAIM can use the conference to highlight innovation across the investment community while creating a recurring platform for award recipients, nominees, students, faculty, alumni, and practitioners.
- Open nominations from IAIM attendees, faculty, alumni, students, and industry professionals.
- Recognition for innovation, industry impact, leadership, and contribution to the profession.
- Featured IAIM website profile, conference recognition, and communications support.
Award Categories
Three ways to recognize investment innovation.
IAIM can begin with three focused awards: one for an individual contributor, one for an innovative firm, and one for leadership in artificial intelligence within investing.
IAIM Individual Innovation Award
Recognizes an individual whose work has advanced investment decision-making, research, market understanding, portfolio construction, client outcomes, or industry practice.
- Researchers
- CIOs
- Portfolio Managers
- Wealth Advisors
- Consultants
IAIM Firm Innovation Award
Recognizes an organization demonstrating leadership through innovation in investment management, technology, client service, operations, research, or investor outcomes.
- Asset Managers
- Wealth Firms
- OCIO Firms
- Fintech Companies
- Research Organizations
IAIM AI Innovation Award
Recognizes an individual, team, or organization using artificial intelligence to improve investment research, decision-making, risk management, operations, or investor outcomes.
- AI Research
- Investment Tools
- Data Science
- Risk Management
- Responsible AI
Nomination Criteria
How nominations will be evaluated.
Nominations should clearly explain the nominee’s contribution and why the work matters to investment management, investors, and the broader profession.
Innovation
Originality of the idea, research, process, technology, or investment approach.
Industry Impact
Evidence that the contribution improved practice, decision-making, market understanding, or investor outcomes.
Leadership
Demonstrated influence within investment management, research, client service, technology, or professional practice.
Contribution to the Profession
Long-term value to the investment community, including knowledge sharing, ethical practice, and professional advancement.
Nomination Process
Open nominations with a clear annual review cycle.
Nominations may be submitted by IAIM attendees, faculty, industry professionals, alumni, and students. Submissions should include nominee information, a brief description of the contribution, supporting materials when available, and an explanation of impact.
A review committee may include industry advisory members once established and Professor Brogaard.
Nominations Due
All award nominations are due by January 31.
Review Period
The review committee evaluates submissions using the four nomination criteria.
Awards Presented at the IAIM Conference
Recipients are recognized during the IAIM Conference.
Award Recognition
Celebrating honorees across the IAIM community.
Award recipients become part of a growing network of IAIM honorees associated with excellence, innovation, and leadership in investment management.
Conference Recognition
Recipients receive the IAIM Investment Innovation Award and are recognized during the IAIM Conference.
Featured IAIM Profile
Honorees can be highlighted through a profile on the IAIM website and related conference materials.
Public Communications
IAIM may recognize recipients through newsletters, social media, press releases, and future keynote opportunities.
Application Links
Nominate a leader in investment innovation.
Use the buttons below as the three application entry points. Replace each URL with the final application page, form, or document link before publishing if the applications are separated later.
Institute of Advanced Investment Management
Advancing investment management through education, research, industry engagement, and innovation.
Questions about the IAIM Investment Innovation Awards can be directed to the IAIM team.
Email: U1501533@umail.edu