MutualFundWire.com: Fund Companies Get Gold Stars
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Monday, October 26, 2009
Fund Companies Get Gold Stars
The Mutual Fund Education Alliance unveiled the winners of its 13th annual STAR Awards for excellence in mutual fund marketing and communications at the Mid-America Club in Chicago on Wednesday.
In the retail communications category, John Hancock Funds, Matthews Asia Funds and Ariel Investments, bagged top honors for large (over $25 billion in assets), medium ($5 to $25 billion), and small companies (up to $5 billion)
respectively.
On the advisor communications side, the top award went to John Hancock for the large company category and Calvert Investments for the medium-sized category.
Fidelity won the top award for plan participant communications.
MFEA presented a total of 46 awards.
Company Release
The Mutual Fund Education Alliance announced winners of the 2009 STAR
Awards for Excellence in mutual fund marketing and communications
Wednesday evening at The-Mid America Club in Chicago. The STAR Awards
are presented annually by the Mutual Fund Education Alliance (MFEA), a
national mutual fund industry trade association and have become a
prestigious recognition of companies in the fund industry who excel
marketing, education and communications for shareholders, advisors and
the investing public. Top awards for outstanding overall
communications were presented, as well as awards for achievement in
specific categories, based on a company's assets under management.
The top STAR Awards for Excellence in Overall Communications were
presented to the following:
RETAIL COMMUNICATIONS
Small Companies Up to $5 billion in assets Ariel Investments
Medium Companies $5 - $25 billion in assets Matthews Asia Funds
Large Companies Over $25 billion in assets John Hancock Funds
ADVISOR COMMUNICATIONS
Medium Companies $5 - $25 billion in assets Calvert Investments
Large Companies Over $25 billion in assets John Hancock Funds
PLAN PARTICIPANT COMMUNICATIONS
Large Companies Over $25 billion in assets Fidelity Investments
Now in its 13th year, the STAR Awards program continues to distinguish
itself as the premier fund industry competition and is unique in that
members of the MFEA serve as judges and evaluate the programs of their
peers. That, according to MFEA Executive Committee Chairman John
Cammack, is one of the most gratifying aspects of the awards program.
"To be fairly evaluated by your colleagues, who are your competitors,
provides a great sense of achievement," says Cammack.
In addition, the prestigious Community Investment Award was presented
to Calvert Investments of Bethesda, MD. (See separate press release
for details.)
The Mutual Fund Education Alliance is the national trade association
of mutual fund marketers and distributors. Since 1971, the MFEA has
been dedicated to informing and educating the investing public about
how to achieve important lifetime goals using mutual funds. The
members of the Alliance represent nearly $5 trillion in mutual fund
assets.
EXCELLENCE IN SHAREHOLDER COMMUNICATIONS RECIPIENTS
AWARDED BY THE MUTUAL FUND EDUCATION ALLIANCE
Presented October 21, 2009-Chicago
THE RECIPIENTS OF THE 2009 STAR AWARDS:
CATEGORY - COMMUNITY INVESTMENT AWARD
Calvert Investments
RETAIL COMMUNICATIONS:
CATEGORY - OVERALL COMMUNICATIONS EFFORT
STAR Award: Small Company - Ariel Investments
Medium Company - Matthews Asia Funds
Large Company - John Hancock Funds
CATEGORY - INTRODUCTION KIT
STAR Award: Small Company - Hennessy Funds
Medium Company - Matthews
Asia Funds
Large Company - John Hancock Funds
CATEGORY - ANNUAL REPORT
STAR Award: Small Company - Ariel Investments / Medium
Company - The Royce Funds / Large Company - John Hancock Funds
Honorable Mention: Small Company - Heartland Funds / Medium Company -
Ivy Funds
CATEGORY - EDUCATIONAL BROCHURE
STAR Award: Large Company - BlackRock
CATEGORY - PRINTED NEWSLETTER
STAR Award: Small Company - Heartland Funds / Medium Company -
The Royce Funds / Large Company - Charles Schwab
Honorable Mention: Medium Company - Friess Associates / Large Company
- Principal Funds
CATEGORY - MAGAZINE
STAR Award: Small Company - U.S. Global Investors / Large Company -
T.Rowe Price
CATEGORY - SPECIAL COMMUNICATIONS
STAR Award: Small Company: Ariel Investments / Medium Company -
Matthews Asia Funds / Large Company - John Hancock Funds
Honorable Mention: Medium Company - Calvert Investments
CATEGORY - SPECIAL RETIREMENT COMMUNICATIONS
STAR Award: Large Company - BlackRock
CATEGORY - COMMUNICATIONS CAMPAIGN
STAR Award: Medium Company - The Royce Funds
CATEGORY - ELECTRONIC NEWSLETTER
STAR Award: Small Company - U.S. Global Investors / Medium Company -
Matthews Asian Funds
CATEGORY - ONLINE SHAREHOLDER SERVICES
STAR Award: Small Company - Parnassus Investments
CATEGORY - HOME PAGE
STAR Award: Medium Company - Calvert Investments
CATEGORY - ONLINE MARKETING CAMPAIGN
STAR Award: Small Company - U.S. Global Investors / Medium Company -
Matthews Asia Funds / Large Company - Fidelity Investments
CATEGORY - ONLINE INNOVATION
STAR Award: Small Company - Ariel Investments / Medium Company - The
Royce Funds / Large Company - T. Rowe Price
CATEGORY - WEBSITE
STAR Award: Small Company - AARP Financial / Medium Company -
Calvert Investments / Large Company - DWS Investments
Honorable Mention: Small Company - Grisanti Brown
CATEGORY - PRINT AD CAMPAIGN
STAR Award: Large Company - Columbia Management
CATEGORY - MULTI-MEDIA AD CAMPAIGN
STAR Award: Small Company - Saturna Capital Corporation / Large
Company - OppenheimerFunds
CATEGORY - CRISIS COMMUNICATIONS
STAR Award: Small Company - AARP Financial / Medium Company - Calvert
Investments / Large Company - American Century Investments
CATEGORY - WILD CARD
STAR Award: Small Company - AARP Financial / Medium Company - The
Royce Funds / Large Company - Franklin Templeton Investments
ADVISOR COMMUNICATIONS:
CATEGORY - OVERALL COMMUNICATIONS EFFORT
STAR Award: Medium Company - Calvert Investments / Large Company -
John Hancock Funds
CATEGORY - INTRODUCTION KIT
STAR Award: Medium Company - Matthews Asia Funds / Large Company -
RiverSource Fund Distributors
CATEGORY - NEWSLETTER
STAR Award: Medium Company - Matthews Asian Funds / Large Company -
American Century Investments
Honorable Mention: Large Company: Artio Global Investors
CATEGORY - PRINTED COMMUNICATIONS
STAR Award: Small Company - Saturna Capital Corporation / Medium
Company - Calvert Investments / Large Company - John Hancock Funds
CATEGORY - SPECIAL COMMUNICATIONS
STAR Award: Small Company - Heartland Funds / Medium Company - William
Blair Funds / Large Company - Principal Funds
Honorable Mention: Large Company - DWS Investments
CATEGORY - COMMUNICATIONS CAMPAIGN
STAR Award: Small Company - Forward Funds / Large Company - Franklin
Templeton Investments
Honorable Mention: Large Company - RiverSource Fund Distributors
CATEGORY - ELECTRONIC NEWSLETTER
STAR Award: Small Company - U.S. Global Investors / Large Company TIE
- Artio Global Investors and DWS Investments
CATEGORY - ONLINE ADVISOR SERVICES
STAR Award: Large Company - John Hancock Funds
CATEGORY - HOME PAGE
STAR Award: Medium Company - Calvert Investments / Large Company -
John Hancock Funds
CATEGORY - ONLINE MARKETING CAMPAIGN
STAR Award: Medium Company - Matthews Asia Funds / Large Company -
Thornburg Investment Management
Honorable Mention: Large Company - T. Rowe Price
CATEGORY - ONLINE INNOVATION
STAR Award: Small Company - Hennessy Funds / Medium Company -
Calvert Investments / Large Company - T. Rowe Price
CATEGORY - PRINT AD CAMPAIGN
STAR Award: Large Company - Principal Funds
CATEGORY - MULTI-MEDIA AD CAMPAIGN
STAR Award: Medium Company - Calvert Investments / Large Company -
OppenheimerFunds
CATEGORY - CRISIS COMMUNICATIONS
STAR Award: Medium Company - Matthews Asia Funds / Large Company -
BlackRock
PLAN PARTICIPANT COMMUNICATIONS:
CATEGORY - OVERALL COMMUNICATIONS EFFORT
STAR Award: Large Company - Fidelity Investments
CATEGORY - INTRODUCTION KIT/EDUCATION KIT
STAR Award: Small Company - Saturna Capital Corporation / Medium
Company - Securian Retirement / Large Company - DWS Investments
CATEGORY - ONGOING EDUCATIONAL BROCHURE
STAR Award: Large Company - Vanguard
CATEGORY - NEWSLETTER
STAR Award: Large Company - The Hartford
CATEGORY - PLAN CONVERSION COMMUNICATIONS
STAR Award: Large Company - T. Rowe Price
CATEGORY - RETIREMENT COMMUNICATIONS
STAR Award: Medium Company Transamerica Retirement Services / Large
Company - Fidelity Investments
CATEGORY - PLAN PARTICIPANT PROGRAM CAMPAIGN
STAR Award: Large Company - Fidelity Investments
CATEGORY - PLAN SPONSOR COMMUNICATIONS
STAR Award: Large Company - Vanguard
Honorable Mention: Large Company - Fidelity Investments
CATEGORY - EMAIL COMMUNICATIONS
STAR Award: Large Company - Fidelity Investments
CATEGORY - ONLINE MARKETING CAMPAIGN
STAR Award: Large Company - New York Life Retirement Plan Services
CATEGORY - CRISIS COMMUNICATIONS
STAR Award: Medium Company - The Royce Funds / Large Company - New
York Life Retirement Plan Services
CATEGORY - WILD CARD
STAR Award: Large Company - Vanguard
Printed from: MFWire.com/story.asp?s=23050
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