ADVISOR AWARDS


Advisor Content
Submit 5-10 examples in the following areas of advisor content, digital and print. Examples may include educational and promotional materials, blog posts, emails, videos, virtual events, collateral and more.

  • Advisor Content – Investment Thought Leadership
  • Advisor Content – Product
  • Advisor Content – Retirement
  • Advisor Content – Value Add

Advisor Experience
Submit 5-10 examples or your firms’ efforts supporting overall advisor experience. Examples may include websites, engagement strategies, interactive tools, apps & more.

 
 INVESTOR AWARDS


Investor Content
Submit 5-10 examples in the following areas of investor content, digital and print. Examples may include educational and promotional materials, blog posts, emails, videos, virtual events, collateral and more.

  • Investor Content – Investment Thought Leadership
  • Investor Content – Product
  • Investor Content – Retirement
  • Investor  Content – Value Add

Investor Experience
Submit 5-10 examples or your firms’ efforts supporting overall investor experience. Examples may include websites, engagement strategies, interactive tools, apps & more.

 
 EDUCATION AWARDS


Advisor Education
Submit 5-10 examples of your firms integrated efforts to educate advisors across multiple channels and mediums.
Investor Education
Submit 5-10 examples of your firms integrated efforts to educate investors across multiple channels and mediums.

 
 LEADERSHIP AWARDS


Marketing Innovation
Submit 3-5 examples of your firms innovative efforts to educate, engage and/or inform any and all audiences.
Marketing Team
This award will recognize the achievements of a multidisciplinary (marketing managers, creative, web, etc.) marketing team who developed a new campaign, program, digital experience, or some other body of work for the previous 18 months which significantly and positively contributed to the success of their firm. The winning Marketing Team of the Year should be able to demonstrate creativity, innovation and excellence in whatever they developed and be able to articulate why their achievements were successful.
Data Analytics Team
This award will recognize the achievements of a multidisciplinary (data, BI, analytics, enablement team) in developing a tool, capability, or some other body of work. The winning team should be able to demonstrate creativity, innovation and excellence in whatever they developed and be able to articulate why their achievements were successful.
Product Innovation
This award will recognize innovative products which solve unique investment problems or challenges for investors which were previously unaddressed within the marketplace. Products in scope: Registered products (ETFs, mutual funds, closed-end funds, interval funds) which are available for investment by all investors.
Community Investment
One of the most coveted recognitions in the industry, this prestigious award is presented to one investment management firm for its outstanding efforts to positively impact a community or organization through employee volunteerism, in-kind donations of goods or services, partnerships, special programs and other activities.

 
 ENTRY FEES
Entry fees for 2024 will be $495 for each entry submitted for IMEA members and $695 for each entry submitted by non-members.
 
Awards presentation
Awards Reception

 

 

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