April 05, 2019

March 2019 Highlights: MassMutual Replaces Salesforce and PIMCO Addresses Gender Equality

MassMutual Announces Upcoming Advisor Platform to Replace Salesforce  MassMutual announced its intent to launch a new Advisor 360 platform which will feature three components: Client360, which provides a summary of each client’s financial profile; Practice360, which integrates all client views into a single Book of Business dashboard; and Investor360, which advisors can make available to […]

February 06, 2019

January 2019 Trends & Highlights: New Public Site Pages, Products, Fund Comparison Tool and Acquisition

TRENDING  New Public Site Pages – Firms across our coverage groups introduced a total of 25 new pages in the month of January. Of those 25 pages, 13 promoted new or existing products or services, and six aimed to educate users on topics such as market trends and tax preparation. Meanwhile, three firms introduced new […]

June 26, 2017

Asset Management Firms Target Audiences to Enhance the User Experience

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 […]

December 15, 2015

Around the Industry: Goldman Sachs Asset Management Website

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 […]

July 23, 2015

Around the Industry: Thornburg Investment Management

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 […]

April 06, 2015

Around the Industry: Calvert Investments’ New Website

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 […]

November 07, 2013

Around Asset Management: Profiling Online Innovators

Volume one of Corporate Insight's Around Asset Management: Profiling Online Innovators whitepaper examines eight asset management firms that excel in different areas of the online experience. Each firm offers a noteworthy online capability or design element that can improve the website your firm offers investors. The eight firms reviewed include: • Ariel Investments • Calvert Investments • Delaware Investments • First Eagle Investment Management • Matthews Asia Funds • Pioneer Investments • Royce Funds • Thornburg Investment Management

October 10, 2013

Around the Industry: Delaware Investments

Delaware Investments was founded in 1929 and acquired by Australia’s Macquarie Group in 2010. Currently, the firm manages $179 billion and employs 137 investment professionals. Though the firm also offers sites for financial advisors, institutional and closed-end investors, this review will focus on its Individual Investor website. Our favorite aspect of the firm’s public site is its responsive design, a rare feature across financial services but more prevalent amongst asset management firms. Royce Funds’ new site offers a leading example of responsive design, but Delaware Investments does a good job in its own right, offering four possible layouts that adapt to different browser sizes.

October 02, 2013

Around the Industry: First Eagle Investment Management

First Eagle Investment Management can trace its history back to 1800’s Berlin, where it joined a budding financial industry to catalyze early Germany’s industrial development. The firm moved its operations to the United States in 1937, and, headquartered in New York City, now manages around $81 billion and is largely owned by its owners and staff. The firm offers sites for financial advisors, institutional investors, and consultants, but this review will focus on the firm’s individual investor website.

September 19, 2013

Around the Industry: Matthews Asia

Matthews International Capital Management was founded in 1991 with a singular focus on investing in the burgeoning Asian markets of the time. Since then, the firm has become more casually known as Matthews Asia Funds and manages around $23.8 billion across Asian and Australian markets. This article will review the firm’s public investor site, which presents itself as a great resource for learning about Asian economies and market conditions, in addition to other standout qualities.