Important Disclosures
Some ASB employees maintain professional designations or licenses issued by third-party organizations. The general criteria for those professional designations are as follows:
CHARTERED FINANCIAL ANALYST (CFA)
Issuing Organization: CFA Institute Must meet one of the following requirements:
Be in the final year of a bachelor’s degree program; or
Have four years of professional work experience; or
Have combined of professional and university experience that totals at least four years.
Education Requirements:
Self-study program (250 hours of study for each of the three levels);
Pass all three exams; and
Four years of professional work experience in the investment decision-making process.
Examination Type:
Three six-hour course exams
Required Continuing Education Requirements:
None
Accredited By:
None
CERTIFIED PUBLIC ACCOUNTANT (“CPA”)
Issuing Organization: The board of accountancy for the state, district or country in which the CPA practices issues the license.
Required Prerequisites:
Education/Examination/Experience:
The requirements, which are set by each state board of accountancy, including: completing a program of study in accounting at a college or university, passing the Uniform CPA Exam, and obtaining a specific amount of professional work experience in public accounting (the required amount and type of experience varies according to licensing jurisdiction).
Required Continuing Education:
The board of accountancy for the state, district or country in which the CPA practices will set the continuing education requirements for that jurisdiction.
AWARD METHODOLOGY
Pensions & Investments
Pensions & Investments worked with a leading workplace expert to produce the 2022 Best Places to Work in Money Management list of top companies.
Best Companies Group, Harrisburg, Pa., undertook a two-step process to develop the list, designed to gather detailed data about each organization. To participate, a firm had to have at least 20 employees in the U.S., have at least $100 million of discretionary, institutional assets under management or advisement and be in business for at least one year.
In part one, the employer completed a questionnaire about the firm’s policies, practices, benefits and demographics. U.S. employment numbers for each firm were then confirmed by Best Companies.
In part two, employees were emailed an engagement and satisfaction survey that consisted of 77 statements. Employees were asked to respond on a 1-to-5 scale of “Disagree Strongly” to “Agree Strongly.” Two questions also were asked: What did the firm do to make it a place where people wanted to work, and what things could the company do to increase employee satisfaction and productivity.
The compiled data allowed Best Companies to determine the strengths and weaknesses of the participating firms. Employee responses accounted for 75% of the total company score, with the employer responses making up the remaining 25%.
For the final step, Best Companies examined the data to verify and finalize the rankings. At P&I’s request, participating firms were ranked against others of similar size.
Assets under management and assets under advisement figures are as of June 30, unless otherwise noted. Company and employee comments from the survey have been edited for space, style and clarity.
ASB paid a participatory fee to be included in the Pensions & Investments Best Place to Work survey. There was no promise or guarantees, either direct or indirect, in connection with the fee and the selection for the award.
For more information regarding the survey, please see Best Places to Work for more information regarding the survey.
AWARD METHODOLOGY
Kingsley Excellence Award
The Kingsley Index™ is a comprehensive performance benchmarking database in the real estate industry. Compiled from nearly 40 years of analyzing the performance of industry leaders, the proprietary index is viewed as the standard for measuring tenant, resident, employee and client experience. Kingsley Excellence Awards recognize the top performing properties and companies in real estate management. Each year, Kingsley recognizes individual commercial real estate properties that outperform the Kingsley Index benchmark for overall satisfaction and highlights their achievement with the Kingsley Excellence Award.
Properties with a perfect 5.0 overall tenant satisfaction score for two years in a row qualify for the 100% Club. The Elite 5 further recognizes the top CRE organizations with the highest overall tenant satisfaction scores across their portfolio.