Danielle Grenier

Danielle is an Analyst for Advisor Monitor and Mutual Fund Monitor at Corporate Insight.

Email: dgrenier@corporateinsight.com

Author's Posts

Asset Management Firms Target Audiences to Enhance the User Experience

June 26, 2017 by
Asset managers create content for a variety of intended target audiences. Websites often include firms’ perspectives on economic market conditions as well as practice management resources geared specifically for advisors and clients. Companies use different methods to specify the audience type. Corporate Insight’s Mutual Fund Monitor and Advisor Monitor services track how asset management firms […]

Tailor Made: Asset Management Firms Incorporate Homepage Customization to Enhance the User Experience

May 25, 2017 by
Asset management firms are employing personalization and customization features on advisor-facing websites, recent trends reveal. Leading advisor firms tailor homepage content and specific characteristics of investors to enhance the user experience. Personalization allows firms to control and target content, whereas customization lets investors interact with the interface and adjust content layout to reflect their interests […]

How Asset Management Industry Leaders Are Marketing ETFs

April 04, 2017 by
Exchange traded funds (ETFs) have been gaining popularity since the 2008 financial crisis. This passive investment trend is greatly affecting our clients in the advisor and mutual fund coverage groups. Firms recognize the importance of adapting to client demand and in return have been expanding ETF products and launching new campaigns. Even an industry leader […]

Mutual Fund Monitor Awards: American Funds, Fidelity and Vanguard Offer Top Educational Resources

January 11, 2017 by
In Corporate Insight’s annual Mutual Fund Monitor Awards, we recently recognized American Funds, Fidelity and Vanguard for having the top financial education resources in the industry. Leaders in the mutual fund space offer well-written investing tips, portfolio guidance, tools and calculators as well as identify best practices across a wide variety of topics from college […]

Around the Industry: Goldman Sachs Asset Management Website

December 15, 2015 by
Corporate Insight’s Around the Industry blog series reviews public websites and digital resources offered by leading financial services firms that fall outside of our Monitor Services coverage groups. In this installment, we examine Goldman Sachs’s Asset Management website for the first time. Goldman Sachs’s Asset Management website has a clean layout and features a simple color […]

Around the Industry: Thornburg Investment Management

July 23, 2015 by
Corporate Insight’s Around the Industry blog series reviews public websites and digital resources offered by leading financial services firms that fall outside of our Monitor Services coverage groups. After a site revamp in the fourth quarter of 2014, we examine Thornburg Investment Management’s public investor site, a firm we first examined in June 2013.   Thornburg […]

Around the Industry: Calvert Investments’ New Website

April 06, 2015 by
Corporate Insight’s Around the Industry blog series reviews public websites and digital resources offered by leading financial services firms that fall outside of our Monitor Services coverage groups. On the heels of a recent site revamp, we examine Calvert Investments, a socially-responsible investment management firm that we first wrote about in May 2013. Calvert Investments, headquartered […]