IMEA has focused on investor education for 50 years, and its STAR Awards program recognizes best-in-class investor communications in the financial community.
We are honored to have won the 2020 STAR Award for investor newsletter (for firms managing assets up to $10 billion). Other award winners this year include Matthews Asia (another local San Francisco mutual fund company), Columbia Threadneedle, and T. Rowe Price.
Why investor education matters
We are committed to investor education. We’ve worked to help the next generation get started with investing (see our tips here). In 2019, we partnered with Junior Achievement and volunteered with local San Francisco elementary and high school students, as you can see in this quick video. We were recognized by the Investment Management Education Alliance (IMEA) for our community involvement.
This year, we started FundX Insights to help investors keep up with 2020’s rapidly changing markets, make better investment decisions, and stay on track with their investment goals.
Studies show that investor education can make a big difference. “Investors who have a high level of knowledge are more likely to have planned for retirement, less anxious about their finances, and more likely to have emergency savings,” the FINRA (the financial industry regulatory authority) investor education foundation found.
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