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.

January 14, 2014

Five Strategies for Improving Asset Management Firms’ LinkedIn Company Pages

In December’s Mutual Fund Monitor report, LinkedIn or Losing Out? The Highs and Lows of Asset Management Brand Pages on LinkedIn, we examined the LinkedIn company pages offered by leading asset management firms. The report assessed the efforts firms make to engage and attract followers – from posting content to creating a welcoming experience on the Careers tab that highlights the company’s office culture. Establishing a set of strict standards is difficult when dealing with social media. However, there are general guidelines of LinkedIn style and etiquette upon which most can agree. The following are five strategy tips that asset management firms can use to strengthen their LinkedIn company pages:

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 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.