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Award Categories
Awards are in three different asset levels.
Small Funds—Up to $5 billion in assets under management.
Medium Funds—Between $5 and $25 billion in assets under management.
Large Funds—$25 billion plus in assets under management.
Entry Categories
View Categories (PDF)
 
You may submit entries in any or all of the following categories.
Printed Fund Company Communications
1. Investor Prospectus Kit—Enter current shareholder fulfillment mailer and prospectus or communications packet sent at initial investor request.
2. Annual Report—Enter your current annual/semi-annual reports.
3. Printed Shareholder Newsletter—Enter your printed shareholder newsletter.
4. Printed Advisor Newsletter—Enter your printed advisor newsletter.
5. Printed Shareholder Magazine—Enter magazine-formatted shareholder communications.
6. Intermediary Introduction Kit—Enter materials presented to advisors, broker/dealers, etc. to introduce your firm and products.
 

Printed Educational and Promotional Materials
7. IRA Communications—Enter IRA Communications (brochures, mailers, education pieces) intended for your retail audience.
8. Special Retirement Communications—Enter retirement Communications (brochures, mailers, education pieces) intended for your retail audience.
9. Plan Participant Retirement Brochure/Kit—Enter your educational brochure(s) or package(s) on IRAs or retirement for use by plan participants.
10. Educational Brochure—Enter your brochure(s) with special emphasis on education (excluding IRA): college planning, asset allocation, taxes, etc.
11. Special Communications—Enter education program(s) or special-message mailing(s) targeted at current and/or prospective shareholders.
12. Plan Participant Communications—Enter printed educational materials or collateral targeted to participant programs such as 401(k).
13. Plan Sponsor Communications—Enter printed materials or collateral targeted to plan sponsors.
14. Participant Program Campaign—Enter complete educational and/or promotional campaigns targeted to participant programs such as 401(k).
15. Printed Participant Newsletter—Enter printed plan participant newsletters.
16. Advisor Communications—Enter education program(s) or special-message mailing(s) targeted to financial advisors and other intermediaries.
17. Advisor Communication Campaign—Enter educational and/or promotional campaigns targeted to financial advisors and other intermediaries.
 

Online Education & Services
18. Electronic Shareholder Newsletter—Enter electronic versions of your shareholder newsletter.
19. Electronic Advisor Newsletter—Enter electronic versions of your advisor newsletter.
20. Online Participant Program Communications—Enter online programs and educational materials targeted to participant programs such as 401(k).
21. Online Retirement Center—Enter your website’s retirement center/section targeted to retail investors, plan participants or advisors.
22. Online Planning Center—Enter targeted planning centers presented at your website such as estate planning, investing for children or college planning.
23. Online Shareholder Services—Enter sections of your website that provide unique and special services to shareholders such as account access or planning and education tools.
24. Online Advisor Services—Enter sections of your website that provide unique and special services to advisors and other intermediaries, such as client access, business building tools and sales ideas.
25. Online Innovation—Enter unique website features or programs that demonstrate innovative approaches to online fund communications.
26. Online Marketing Campaign—Enter online or e-mail marketing campaigns.
27. Retail Home Page—Enter the homepage of your retail website that introduces your firm and funds to individual investors.
28. Advisor Home Page—Enter the homepage of your advisor website that introduces your firm and funds to advisors.
29. Retail Website—Enter your company website that serves retail investors by submitting URLs of key sections, features and tools.
30. Advisor Website—Enter your company website that serves advisors by submitting URLs of key sections, features and tools.
*For online entries, provide all URLs and/or printed pages you would like evaluated.
 

Special Awards
31. Wild Card—Enter that special effort that doesn’t fit into any other category. Be creative! (One entry per company.)
32.

Overall Communications Effort—This is the top award given in each of the three asset categories. To be considered for a STAR Award for overall communications, your firm must submit at least one entry from each of the following three entry categories:

Printed Fund Company Communications
(Entry Categories 1-6)
Printed Educational and Promotional Materials
(Entry Categories 7-17)
Online Education & Services 
(Entry Categories 18-30)

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