ADVISOR AWARDS
Submit 6 (max) examples in the chosen area of advisor content and engagement. Examples may include blog posts, emails, articles, videos, podcasts, websites, tools, apps, collateral and more.


 
 Advisor Content | Investment Thought Leadership
Non-sales related content that highlights your firm’s expertise, insights, industry experience, investment philosophy, innovation, etc.
 
 Advisor Content | Product
Content focused on a specific product or product type.
 
 Advisor Content | Retirement
Content focused on retirement planning, product types, programs, etc.
 
 Advisor Content | Value Add Programs / Practice Management
Content intended to assist advisors in engaging with clients and managing and growing their business.
 
 Advisor Experience
Efforts supporting overall advisor experience to include websites, engagement strategies, interactive tools, apps and more.
 
 Advisor Education
Integrated efforts to educate advisors across multiple channels and mediums.
 
   
   
 INVESTOR AWARDS
Submit 6 (max) examples in the following areas of investor content and engagement. Examples may include blog posts, emails, articles, videos, podcasts, websites, tools, apps, collateral and more.


 
 Investor Content | Investment Thought Leadership
Non-sales related content that highlights your firm’s expertise, insights, industry experience, investment philosophy, innovation, etc.
 
 Investor Content | Product
Content focused on a specific product or product type.
 
 Investor Content | Retirement
Content focused on retirement planning, product types, programs, etc.
 
 Investor Experience
Efforts supporting overall investor experience to include websites, engagement strategies, interactive tools, apps and more.
 
 Investor Education
Integrated efforts to educate investors across multiple channels and mediums.
 
   
   
 LEADERSHIP AWARDS


 
 Marketing Innovation
This award will recognize new and innovative efforts firms have created to educate, engage and/or inform any and all audiences. Please submit 3-5 examples of your firms’ most innovative client engagement efforts.
 
 Marketing Team of the Year
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 in 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.
 
 Sales Enablement Team of the Year
This award will recognize the achievements of a multidisciplinary (data, distribution, BI, analytics, enablement) team in developing a tool, strategy, 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.
 
 IMEA Lifetime Achievement
This award recognizes individuals who have made significant and sustained contributions to the development, growth and success of the Investment Management Education Alliance. Recipients must be active or past IMEA members who currently or previously worked in the investment management industry. The award is presented at the discretion of the IMEA Executive Committee and may not be presented every year.
 
   
   
 RISING STAR PROGRAM


 
 The IMEA Rising STAR Program recognizes emerging leaders at IMEA member firms who embody exceptional talent, dedication, and potential to shape the future of the industry and the IMEA community. These individuals should demonstrate outstanding leadership qualities and a commitment to advancing the investment management industry the mission of IMEA, and contributing to the organization’s continued growth and success. Participants will be a part of the Rising STAR Council, collaborating with industry peers and IMEA leaders to drive innovation, foster connections, identify ways to continue the evolution of the organization and inspire the next generation of leaders. Please contact IMEA Executive Director Kimber Lintz with questions or to appoint you firm’s 2024 Rising STAR.
 
   
   
 2024 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.
 
   

 

 

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