Categories

Entries will fall into one of five categories: Investor | Advisor | Retirement | Overall | Community Investment

Efforts that educate, inform, serve and/or communicate with investors in the following categories:

Annual Report
Annual or semi-annual reports

Digital Education
Content, tools, calculators, interactive worksheets, videos, digital presentations, blogs, apps, etc.

Experiential Education
Educational efforts that involve direct interaction with investors such as seminars, live webinars, trade shows, group presentations, etc.

Integrated Campaign
Campaigns targeted to investors utilizing multiple components such as printed pieces, digital touchpoints, social media efforts, advertising, promotional items, etc.

Investor Website
Primary investor websites

Newsletter
Printed or electronic newsletters or magazines

Product Education Campaign
Campaign materials targeted to investors on a specific product (ETF, CEF, Interval Fund, etc.) and ways it can be utilized to reach investment goals.

Wild Card
Special education, communications and marketing efforts that do not fit other categories – be creative!

Efforts that educate, inform, serve and/or communicate with advisors and other intermediaries in the following categories:

Advisor Website
Primary advisor websites

Analytics Driven Campaign
Advisor campaigns with targets, messaging, call to action and insights driven by data and analytics.

Digital Education
Content and tools for advisors such as videos, digital presentations, blogs, apps, professional accreditation, etc.

Experiential Education
Educational efforts that involve direct interaction with advisors such as seminars, live webinars, investor shows, group presentations, etc.

Integrated Campaign
Campaigns targeted to advisors utilizing multiple components such as printed pieces, digital touchpoints, social media efforts, advertising, promotional items, etc.

Newsletter
Printed and electronic newsletters or magazines

Product Education Campaign
Campaign materials targeted to financial advisors or other intermediaries focused on a specific product (ETF, CEF, Interval Fund, etc.) and ways it can be utilized to reach investment goals.

Thought Leadership/White Papers
Focused on industry trends, products, investment themes, etc. that educates, informs and provides advisors and other intermediaries with practice management insights.

Wild Card
Special education, communications and marketing efforts that do not fit other categories – be creative!

Efforts that educate, inform, serve and/or communicate with plan participants and plan sponsors in the following categories:

Digital Education
Content and tools such as calculators, interactive worksheets, videos, digital presentations, blogs, apps, etc.

Experiential Education
Educational efforts that involve direct interaction with investors and plan participants such as seminars, live webinars, group presentations, etc.

Integrated Campaign
Campaigns targeted to plan participants or sponsors utilizing multiple components such as printed pieces, digital touchpoints, social media efforts, advertising, promotional items, etc.

Newsletter
Printed and electronic newsletters or magazines

Ongoing Education
Efforts that reinforce prior investment education efforts and encourages increased participation and savings among
plan participants

Thought Leadership/White Papers
Focused on industry trends or investment themes that educate, inform and assist with the fiduciary responsibilities of plan sponsors, plan administrators and investment committees

Wild Card
Special education, communications and marketing efforts that do not fit other categories – be creative!

The STAR Education Awards’ most prestigious awards honor companies that meet the highest standards in education, marketing communications, community support and diversity and inclusion.

Overall Education Award
Recognizes a firm with strong overall commitment to investment management education through client communications, employee education, education programs and initiatives, community support, etc.

Overall Education Campaign
Recognizes a campaign with the primary focus to educate on an investment product, concept, philosophy, etc.

Overall Communications Awards recognize a firm for outstanding integrated and consistent efforts in design, messaging, brand, education and digital throughout their marketing communications strategy. Awards are presented for:

Overall Advisor Communications

Overall Investor Communications

Overall Retirement Communications

This prestigious award is designed to recognize an investment management firm for its outstanding community service contributions such as special programs, partnerships, in-kind support of goods and services, employee volunteerism or other activities that have resulted in a positive impact on a community, an organization or its citizens. Judges will consider all entries for their impact, success in meeting program objectives, creativity, corporate commitment, employee participation, and other key elements.

AUM Levels*

Small Up to $10B
Medium Over $10B and up to $50B
Large Over $50B and up to $150B
Large + Over $150B

*Determined using quarter end 4.3.19 AUMs

STAR Award Entry Fees

Member: $350/entry | Non-Member: $500/entry