The MFWire
Manage Email Alerts | Sponsorships | About MFWire | Who We Are

Subscribe to MFWire.com's News Alerts [click]

Rating:OppFunds and Columbia Threadneedle Win Big in Chitown Not Rated 0.0 Email Routing List Email & Route  Print Print
Thursday, October 26, 2017

OppFunds and Columbia Threadneedle Win Big in Chitown

Reported by Neil Anderson, Managing Editor

Celebrations are in order for the marketing teams at Aberdeen Standard, Columbia Threadneedle, Franklin Templeton, Hennessy, J.P. Morgan Asset Management, John Hancock, Matthews Asia, OppenheimerFunds, Saturna Capital, T. Rowe Price, and 26 other firms, mostly fund firms.

Last night Kimber Lintz and the rest of the Mutual Fund Education Alliance (MFEA) team hosted their 21st annual STAR Awards ceremony, again in Chicago. 36 firms won a total of 95 awards for a variety of communications, education, and marketing materials geared toward retail investors, financial advisors, and retirement plan participants. Firms competed against fellow firms in different categories by size: small, medium, large, and large plus.

The biggest firm winners were Columbia Threadneedle and OppFunds, which landed six awards each. Aberdeen Standard, Franklin, Hennessy, J.P. Morgan, John Hancock, Matthews Asia, Saturna, and T. Rowe won five awards each. Other multi-winners included: Goldman Sachs Asset Management, Janus Henderson, MFS, U.S. Global Investors, and Vanguard, three awards each; Ariel, Hartford Funds, Invesco, Legg Mason, Lincoln, Nationwide Funds, Principal Funds, and Royce.

361 Capital, AMG, BNY Mellon, Boston Common, Charles Schwab Investment Management, Federated, Fundx, Highland Capital Management, MetLife, Osterweis, Segall Bryant and Hamill, Thornburg, and Wells Fargo Asset Management all won one award each.

Among other awards, OppFunds won the 2017 Community Investment Award for the philanthrophic efforts of both the firm and its employees.

Reining champions included: J.P. Morgan, which won a "special campaign" award in retirement communication for the third year in a row; Matthews Asia, which won a "newsletter/magazine" award in retail communication for the second year in a row; T. Rowe, which has won a "newsletter/magazine" award in retail communication for the past decade; and Vanguard, which won an "innovation" award in retirement communication for the fourth year in a row.

First time winners included: Federated, which won an "educational brochure" award in retail communication; Highland, which won an "educational communication" award in advisor communication; Segall Bryant and Hamill, which won an "ad campaign" award in advisor communication.

About 90 fundsters and their allies gathered for the awards ceremony, again sponsored by content marketing agency IMPRINT and featuring some remarks from IMPRINT managing partner Andy Seibert. Lintz and her team made a few changes to the awards show this year, including: shifting the schedule earlier and condensing it a bit, focusing on hors d'ouevres and cocktails to allow fundsters to go out afterwards for further celebration; changing to a new location, the JW Marriott in downtown Chicago; and tweaking the size and design of the awards themselves.

Lintz reminded fundsters that "everyone who participated and submitted entries will receive scorecards" in the coming weeks. Those scorecards will include category points and judges' comments on the firms' submissions. Award submissions are judged anonymously by marketing leader fundsters. 

Stay ahead of the news ... Sign up for our email alerts now

 Do You Recommend This Story?

Return to Top
 News Archives
2022: Q2Q1
2021: Q4Q3Q2Q1
2020: Q4Q3Q2Q1
2019: Q4Q3Q2Q1
2018: Q4Q3Q2Q1
2017: Q4Q3Q2Q1
2016: Q4Q3Q2Q1
2015: Q4Q3Q2Q1
2014: Q4Q3Q2Q1
2013: Q4Q3Q2Q1
2012: Q4Q3Q2Q1
2011: Q4Q3Q2Q1
2010: Q4Q3Q2Q1
2009: Q4Q3Q2Q1
2008: Q4Q3Q2Q1
2007: Q4Q3Q2Q1
2006: Q4Q3Q2Q1
2005: Q4Q3Q2Q1
2004: Q4Q3Q2Q1
2003: Q4Q3Q2Q1
2002: Q4Q3Q2Q1
 Subscribe via RSS:
Add to My Yahoo!
follow us in feedly

  1. 2022 ICI Leadership Summit, May 25-26
  2. ALFI Roadshow to New York, May 25
  3. 2022 IDC Fund Directors Workshop, May 26
  4. Irish Funds Annual Global Funds Conference 2022, May 30-31
  5. WealthManagement Edge, May 31 - June 3
  6. MFDF 2022 Fund Governance and Regulatory Insights Conference, Jun 8-9
  7. 28th annual Expect Miracles East Coast Classic, June 9
  8. 2022 Sohn Investment Conference, June 9
  9. IDC webinar - Cybersecurity for Fund Boards: The Current Landscape, June 9
  10. MMI webinar - Driving Business Value with Artificial Intelligence & Data, June 15
  11. MFDF webinar - Key Takeaways From Morningstar's 2021 Annual Fund Fee Study, June 16
  12. MFDF Director Discussion Series - Open Forum (Chicago), June 21
  13. 2022 MMI Emerging Asset Managers Forum, June 23
  14. MFDF In Focus: Capitol Hill, A Conversation with Congressman Bryan Steil, June 28
  15. Financial Planning INVEST, Jun 28-29
  16. MFDF webinar - Differentiating Mutual-Fund-to-ETF Conversions, July 19
  17. MFDF Director Discussion Series - Open Forum (New York), July 20
  18. 2022 MMI Distribution Leadership Forum, Jul 20-21
  19. MFDF webinar - Fund Boards' Oversight of Investment Performance, July 28
  20. MFDF webinar - Performance, Perception and Manager Selection, September 14
  21. 2022 ICI Tax and Accounting Conference, Sep 18-21
  22. 5th annual Expect Miracles Atlantic Coast Classic, October 3
  23. Nicsa Fearless Leadership Symposium, Oct 6-7
  24. 2022 MMI Annual Conference, Oct 19-21
  25. 2022 IDC Fund Directors Conference, Oct 24-26
  26. 18th annual Expect Miracles Wine & Spirits Event, October 27

©All rights reserved to InvestmentWires, Inc. 1997-2022
14 Wall Street | 20th Floor | New York, NY 10005 | P: 212-331-8968 | F: 212-331-8998
Privacy Policy :: Terms of Use