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
