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 […]

February 09, 2016

2015 Gold Monitor Award Winners: Mutual Funds

Corporate Insight’s 2015 Monitor Awards are out! The awards honor financial services firms for excellence in the online user experience they offer prospects, clients and advisors. Throughout the month of February, we will be releasing a series of slide decks highlighting the firms that received Gold Monitor Awards. Each of the nine slide decks will focus on […]

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 […]

February 26, 2014

2013 Gold Monitor Award Winners: Mutual Funds

Corporate Insight's 2013 Monitor Awards are out! The awards honor financial services firms for excellence in the online user experience they offer prospects, clients and advisors. Throughout the month of February, we will be releasing a series of slide decks highlighting the firms that received Gold Monitor Awards. Each of the nine slide decks will focus on a specific industry within financial services. The Mutual Fund Monitor Awards recognize leading mutual fund issuers for excellence in the online user experience they offer their prospects and clients. Mutual Fund Monitor Awards are given out across six categories: • Public Homepage • Investor Performance Reporting • Retirement Centers • Product Pages • Fund Screeners • Navigation

January 28, 2014

Fidelity’s New Money Firsts Sitelet Takes Aim at Millennials

In mid-December, Fidelity partnered with LearnVest to launch a new Fidelity Money Firsts sitelet, promoted solely through the firm’s Facebook page. The education-focused sitelet is designed to help Millennials understand the potential financial hurdles many will face when they begin their young careers and transition into adulthood. The sitelet provides a host of resources, including articles, videos and quizzes that aim to educate users on various financial planning topics. Additionally, Fidelity utilizes the value of social media and word of mouth marketing when connecting with a younger generation by allowing users to share virtually all of the content found within the sitelet through Facebook, Twitter, Google+ and LinkedIn.

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:

September 03, 2013

Around the Industry: The Royce Funds

The Royce Funds has been a leader in small- and micro-cap investing for more than 40 years. Reflecting this approach, the firm has over 100 employees and approximately $36 billion in assets, making it one of the smaller firms covered in this series. However, the firm’s website makes an outsized impact, adopting a design philosophy and visual personality completely distinct from any other firm we’ve reviewed. For example, on a technical level, the site is one of the few we’ve seen that employs responsive web design. Visually, the site often includes illustrations alongside more traditional images, which gives the site a unique and friendly aesthetic.

August 22, 2013

CI Review: Merrill Lynch Wealth Management Socially Conscious Investing Resources

A recent trend throughout certain financial retail websites is the addition of articles and other information focusing on socially conscious and sustainable investment options. Starting in March 2013, Merrill Lynch Wealth Management has introduced a variety of environmental and socially conscious investing content to their public website. The new A Transforming World section consists of two pages – Values-Based Investing and Outlook 2031– and a sitelet titled A Transforming World.