Star Awards Recipients

Table with Category Envelopes and Awards for Star Awards
 
On November 3, 2022, the Investment Management Education Alliance (IMEA) announced the recipients of its 26th annual STAR Awards program honoring excellence in education, innovation, and community giving efforts by investment management firms. The awards were presented in-person for the first time in more than two years at the IMEA All-Council Fall Summit in New York. View the recipients below, and please join us in offering congratulations.

Advisor

Advisor Content

Small: Hamilton Lane, Private Wealth: Hamilton Lane’s New Frontier
Medium: Schwab Asset Management, Schwab Asset Management: Best practices from top advisors on how to engage and serve women investors—Research study findings
Large: Columbia Threadneedle Investments, Columbia Threadneedle responds to the changing monetary policy environment

Advisor Digital Experience

Small: Hennessy Funds, Hennessy Funds – Advisor Digital Experience
Medium: William Blair, Active Never Rests Site
Large: Invesco, Invesco Total CX

Advisor Engagement

Small: Hennessy Funds, Hennessy Funds -Advisor Engagement
Medium: Schwab Asset Management, Fundamental Index® Strategies Campaign
Large: Columbia Threadneedle Investments, Future Scholar 529 Savings Plan Campaign for March Madness
Large: Principal Financial Group, Principal® Total Retirement Solutions – using thought leadership to educate and engage
Large: T. Rowe Price, T. Rowe Price Retirement Spending Program

Advisor Integrated Data/Segmentation Strategy

Small: Hennessy Funds, Hennessy Funds: Advisor Integrated Data/Segmentation Strategy
Medium: Matthews Asia, Emerging Markets Integrated Data/Segmentation Strategy

Advisor Practice Management Strategy

Small: FlexShares, The New Rules in Growing Wallet Share
Medium: Schwab Asset Management, Schwab Asset Management: Meeting the needs of women investors
Large: Franklin Templeton Investments, Changing Faces of Wealth: Dimensions & Insights
Large: Invesco, Total CX
 

Investor

Investor Content

Small: FS Investments, Insights on Inflation
Large: Invesco QQQ, Invesco QQQ 10 Year Reunion
Medium: Matthews Asia, Investors’ Valued Resource

Investor Digital Experience

Small: U.S. Global Investors, Website Redesign
Medium: Matthews Asia, Investor Digital
Large: Invesco QQQ, Invesco QQQ HNTSAM Game: Digital Experience

Investor Retirement Education

Medium: MissionSquare, Retirement Education
Large: Principal Financial Group, Participant webinars
 

Overall

Overall Advisor Education

Small: Hennessy Funds, Hennessy Funds – Overall Advisor Education
Medium: Nuveen, Nuveen’s advisor education entries
Large: Columbia Threadneedle Investments, Columbia Threadneedle Investments – Our Focus on Advisor Education
Large: Invesco, Invesco Total CX (Total Client Experience)
Large: T. Rowe Price, The T. Rowe Price Asset Allocation Viewpoints Program

Overall Innovation

Medium: William Blair, Programmatic Media Program
Large: Invesco QQQ, Invesco QQQ HNTSAM Game: Overall Innovation

Overall Investor Education

Small: U.S. Global Investors, Cryptocurrency Education
Medium: Matthews Asia, Investor Overall
Large: Invesco QQQ, Invesco QQQ’s How Not to Suck at Money 2021-2022 Campaign: Overall Investor Education

Overall Product Education

Small: FS Investments, FS Multi-Strategy Fund 5-year Anniversary Campaign
Medium: Schwab Asset Management, Schwab Personalized Indexing launch
Large: Invesco QQQ, Invesco QQQ’s How Not to Suck at Money 2021-2022 Campaign: Product Education

Team Collaboration & Culture

Medium: Loomis, Sayles & Company, Loomis Sayles – #BreaktheBias
Large: Columbia Threadneedle Investments, Team Collaboration and Culture at Columbia Threadneedle Investments

Community Investment Award

MissionSquare Retirement

 
 

Award Presenters Posing for Cameras
Star Award Presentation and Acceptance

 

 
 

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