The #1 Trend in Mutual Fund Marketing


MFEA Star Awards

Last month in Chicago, the Mutual Fund Education Alliance (MFEA) handed out STAR Awards to well-deserving content marketers in the mutual fund industry.

What can we learn from the portfolio of winners? Digital dominates, but personal is the focus. Looking across all categories, which include Retail, Advisor, and Plan Participant, the emphasis on making the experience as relevant and personal as possible ruled. Giving the audience control of calculators and charts, customizing enrollment and fulfillment materials as well as remembering to showcase in-person marketing experiences all seem to produce positive results for the fund companies.

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Check out all the winners.

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