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

by on Feb 06, 2019


 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 pages to house existing resources centrally. The remaining three new pages presented information about firms such as details on their investment strategies or social efforts.

The Asset Management – Investor Monitor coverage group participated the most actively in this trend, with seven firms adding a total of nine new pages. To house existing resources, Dreyfus added a new Video Center page and Franklin Templeton debuted its new Insights page. Franklin Templeton also launched a new Five Strategies to Help Deal with Market Volatility page, which houses educational material on investing in unstable markets. Two firms—Invesco and Legg Mason—added 2019 market outlook pages. Legg Mason also introduced an additional Decade of Corporate Social Responsibility standalone page, which describes the firm’s social responsibility initiatives. Fidelity and Janus Henderson debuted overview pages—Margin Loans and Janus Henderson Bonus Program, respectively—that outline product details. Finally, Putnam added an Always Active standalone page, which highlights the firm’s dedication to an active investment strategy across asset types.

New Products – Seven firms across our coverage groups debuted new products in January. In the Bank Monitor group, SunTrust Bank added two new checking account options. In the Credit Card Monitor group, Citicards introduced its new Expedia Rewards card, and Barclays reintroduced the Upromise Mastercard. Many insurance firms in our coverage set also launched new products: in the Life Insurance Monitor group, Nationwide and Pacific Life introduced new universal life insurance products, while John Hancock announced a partnership with One Drop—a digital therapeutics solutions developer—granting account owners access to the company’s diabetes management mobile app. In the P&C Insurance Monitor group, Allstate introduced a new type of coverage for U.S. and Canadian citizens driving to Mexico.


 iShares Launches New Compare up to Four iShares ETFs Tool

 iShares’ new tool allows users to input up to four iShares ETF fund tickers to compare them side by side. The tool gives a general overview of each ETF—listing information such as asset class, investment objective and net assets—and provides collapsible sections comparing variables such as portfolio characteristics, top 10 holdings and quarter-end performance.


New Compare up to Four iShares ETFs Page (Truncated)


Nationwide Acquires E-Risk Services

 Nationwide recently acquired E-Risk Services, a program management firm specializing in management lines products and underwriting services. Nationwide announced the acquisition a press release findable on its Newsroom page, expressing hope that the move would enhance its distribution relationships.

  Nationwide and E-Risk Services Logos