Last night in Chicago fundsters from
Aberdeen [
profile],
OppenheimerFunds [
profile],
TIAA [
profile] (including
Nuveen [
profile]),
U.S. Global Investors [
profile], and
Nationwide Funds [
profile] all won big.
| Martin Gilbert Aberdeen Chief Executive Officer | |
Those shops won the most awards at the Mutual Fund Education Alliance's (
MFEA's)
20th annual
STAR Awards Celebration at the Mid America Club atop the Aon building in downtown Chitown. 126 awards were given out across a host of categories for fundsters' marketing and communication efforts in different channels (advisor, retail, and retirement) and from firms of different sizes. After a cocktail hour and a steak and salmon dinner, the brisk ceremony got underway as fundsters dug into their creme brulee for dessert.
Aberdeen, classified by MFEA as a medium-sized fund firm, was the biggest winner of the night by award count. The publicly-traded Scottish multinational asset manager's Philadelphia-based U.S. arm won 16 awards. Yet thanks to a global Aberdeen training program, Aberdeen's marketers couldn't attend the ceremony; they sent a team thank you video instead, and included instagram pictures of each team member.
New York City-based MassMutual subsidiary OppenheimerFunds, in the "large-plus" category, landed 13 star awards last night, thanks to different aspects of its "Invest in a Beautiful World" campaign. New York City-based TIAA and its Chicago-based Nuveen subsidiary, both in the large firms category, won a combined 12 star awards last night. San Antonio-based, publicly-traded U.S. Global Investors won 10 stars, in the small firms category. And Nationwide, in the large firm category, won 8 stars, including the 2016 community investment award (for which associate vice president
Keith Bernard offered some brief thank-you remarks).
Other winning firms included:
- 361 Capital [profile] (small), 2 stars;
- AMG Funds [profile] (medium), 1 star;
- Ariel Investments [profile] (medium), 1 star;
- BNY Mellon Investment Management [profile] (large), 1 star;
- Charles Schwab [profile] (large), 1 star;
- Ameriprise's Columbia Threadneedle [profile] (large plus), 4 stars;
- Dodge & Cox [profile] (large plus), 1 star;
- Fidelity [profile] (large plus), 1 star;
- Franklin Templeton [profile] (large plus), 3 stars;
- Goldman Sachs [profile] (large), 1 star;
- Hartford [profile] (large), 2 stars;
- Henderson Global Investors [profile] (medium), 1 star;
- Hennessy [profile] (small), 7 stars;
- Invesco [profile] (large plus), 2 stars;
- Waddell & Reed's Ivy Funds [profile] (medium), 1 star;
- J.P. Morgan [profile] (large plus), 3 stars;
- Janus [profile] (large plus), 1 star;
- Manulife's John Hancock [profile] (large plus), 5 stars;
- Lincoln Financial Group (large plus), 2 stars;
- New York Life's MainStay [profile] (large), 1 star;
- Matthews Asia [profile] (medium), 3 stars;
- SunLife's MFS [profile] (large plus), 1 star;
- RidgeWorth [profile] (medium), 5 stars;
- Legg Mason's Royce [profile] (medium), 2 stars;
- Saturna Capital [profile] (small), 2 stars;
- SSgA [profile] (large plus), 1 star;
- T. Rowe Price [profile] (large plus), 5 stars;
- Thornburg [profile] (large), 1 star;
- Transamerica [profile] (medium), 1 star;
- Vanguard [profile] (large plus), 3 stars; and
- William Blair [profile] (medium), 2 stars.
 
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