March 16, 2017

MFEA Digital Council 2017: Content Engagement and Tech Relevance

We recently attended MFEA’s Digital Council conference in Denver, hosted by Janus. The event included a host of interactive presentations, expert panels and breakout meetings that provided an open forum for industry leaders to share their challenges and successes in content marketing. When it comes to content generation and marketing, many Digital Council attendees identified […]

March 09, 2017

Using Socially Responsible Investing to Appeal to Millennials

Socially Responsible Investing (SRI) is a steadily growing market, and a huge contributor to this rise stems from millennial demand. SRI is a broad term that has three main approaches: ethical investing; environmental, social and governance (ESG) investing; and impact investing. Sources indicate that millennials place a higher premium on socially conscious products than when […]

March 01, 2017

As MFEA Digital Council Approaches, Interactive Content Shines

As the Senior Analyst of the Asset Management team at Corporate Insight, I’m eagerly awaiting MFEA’s Digital Council conference on March 8 – 9, in Denver, Colorado. Some of this year’s topics that seem particularly interesting are: how to leverage social media marketing opportunities, best practices for workflow automation and the importance of customer centered […]

January 11, 2017

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

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 […]

Tomorrow’s Fund Company Website: Helping Financial Advisors Thrive in Disruptive Times

As changes occur in the financial advice industry, it is important for asset management firms to position themselves as valuable partners to advisors by providing content-rich, easy-to-use advisor websites. Using our new Advisor Website Audit and surveys of advisors and investors, CI’s latest white paper, Tomorrow’s Fund Company Website: Helping Financial Advisors Thrive in Disruptive […]

May 24, 2016

Tracking Investor Behavior

  According to Financial Advisor magazine, failure to understand a client’s goals and objectives is one of the top reasons why clients fire advisors. Advisors look to fund issuers to gain insight into investor behavior and decisions in order to better understand their clients. Recently, several firms have integrated and promoted their insights on advisor-facing […]

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 […]

March 12, 2014

Carbon Bubble Fuels Interest in Socially Conscious Investing

Months after United Nations climate chief Christina Figueres warned the global investing community over a potential “carbon bubble,” members of the UK’s parliament have echoed her calls for action. The so-called carbon bubble is in many ways a function of the 2010 Cancun Agreements, in which UN member states made a non-binding pledge to prevent global warming passing the 2°C threshold. The scientific community has since warned that this “2°C goal” can only be achieved if no more than one-quarter of the world’s current coal, oil and gas reserves are burned – in other words, two thirds of the global fossil fuel reserves must stay in the ground.