For more than two decades the STAR Awards program has been honoring the best of the best in the investment management industry. Teams from around the country are honored in three different areas of the business—retail, advisor and plan participation. In addition, the prestigious Community Investment Award recognizes efforts to improve the lives of others. Every entrant receives an Evaluation Scorecard which includes valuable feedback to help improve future efforts. Serving as the annual benchmark of best-in-class, the STAR Awards program is an excellent opportunity to recognize your firm’s commitment to education. Just as importantly, receiving a STAR is a unique and fulfilling way to acknowledge the efforts of your talented teams as some of the best in the investment management industry.
The STAR Awards program is an excellent way to judge the success of your companies efforts to educate and inform key audiences about your products – and is open to all investment management products from traditional mutual funds and ETFs, to Unit Investment Trusts, Closed-End Funds and alternative investment structures. The Awards submission deadline is July 31st. Recipients will be announced in a special celebration on September 30th.
All entrants will receive valuable peer feedback in the form of an Evaluation Scorecard. Whether you are fortunate and are honored with a STAR or not, your entry will be reviewed by peers and you’ll receive formal feedback in six key areas. This valuable feedback is a way to have effective team reviews and a great way to highlight key needs or successes with management.