About

Welcome to the 2019 STAR Awards!

This year the focus in IMEA’s prestigious STAR Awards program turns to advisor and investor education. For over 20 years the STAR program has honored outstanding marketing and communications and now, more than ever before, the emphasis is on the educational value of entries.

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.

Presented at a grand awards celebration this September, 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.

Good luck with your submissions!

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.

Through the 2019 STAR Education Awards, firms have the opportunity to earn recognition in various categories. The program is the only competition of its kind, judged by industry professionals, and recognized by the media as an important barometer of excellence. Participants will receive an evaluation scorecard for every entry, providing valuable information teams can use to assess their communications efforts.

The STAR Awards Celebration is a premiere event that offers the chance for winning firms to be recognized by their peers and allows industry professionals to network while enjoying cocktails and hors d’oeuvre.

The Celebration takes place in Chicago on September 24 at the Mid-America Club.

The Star Awards are the only venue specific to the asset management industry – where not only is marketing at center-stage, but where work is judged by peers in the industry. It is a celebration of effort and creativity in a highly competitive business and I have found that the recognition it provides is very meaningful to the many individuals that often put heart and soul into building programs and campaigns to support their firms.” — David Master, Janus Henderson Investors


“Every year, we look forward to attending the STAR Awards alongside our peers. The awards program provides an unparalleled setting to view the best in education and marketing efforts within our industry. At T. Rowe Price, we take pride in our firm’s long-standing commitment to educating and guiding clients in their retirement and investment decisions. Having a platform to showcase our work, and learn from the success of others, is invaluable for our organization.” — Natalie W., T. Rowe Price


“I enjoy participating in the IMEA STAR Awards program because it gives our firm the opportunity to step back and take a look at everything we’ve produced over the course of a year. As we gather material to submit our entries, we are reminded of the wonderful or new things we tried, we are reminded of what we could improve upon, and we are reminded of what we would still like to accomplish. The STAR Awards event is unique because not only are you recognized for all the hard work that goes into your marketing and communication efforts, you are able to learn from your competition. It’s always helpful to see what other firms are doing, whether they are the same size firm as yours or in a completely different category. At U.S. Global Investors two of our key values are recognition of achievement as well as curiosity to learn and improve. The STAR Awards is a perfect example of both.” — Holly M., U.S. Global Investors


“At Royce, we’ve always seen the Star Awards program as a wonderful opportunity to get together with our peers and see the very best materials that our industry has to offer. It’s a time to share ideas and see what our counterparts and competitors are doing—which has definitely helped to sharpen our thinking and improve our work.” — John D., Royce & Associates/The Royce Funds


“For 22 years, STAR Awards have been presented to investment management firms for outstanding achievements in education, communications and innovation. Each year the industry continues to raise the bar in the area of education and IMEA is honored to recognize those exceptional outstanding efforts. Participating teams indicate taking home a STAR brings them closer together and is an especially fulfilling accomplishment as winners are evaluated by peers.” — Kimber Lintz, Director of IMEA

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