Asset Management Monitor – Investor

Formerly Mutual Fund Monitor

Launched in 1999, Asset Management Monitor – Investor is Corporate Insight’s third Monitor Service and the first to focus on the online user experience offered to clients and prospective investors by asset management firms. Using live accounts, Asset Management Monitor – Investor gives you a first-hand look at online capabilities within the space including client account information, transaction resources, educational tools and account documents offered by competitors across the asset management industry.

Tracks 17 Leading Asset Management Firms

  • American Century
  • American Funds
  • Calvert
  • Columbia Threadneedle
  • Dreyfus
  • Fidelity
  • Franklin Templeton
  • Invesco
  • Janus Henderson
  • Legg Mason
  • MFS
  • OppenheimerFunds
  • Putnam
  • T. Rowe Price
  • Vanguard
  • Voya
  • Wells Fargo

Monthly Research Reports – In-depth reports that focus on key aspects of the online customer and prospective user experience, account documents, customer service, industry trends and more. Reports include:

  • Detailed reviews of each Mutual Fund Monitor firm
  • Key findings and best practice analysis to help improve your company’s offerings
  • Handy matrix summarizing your competitors’ offerings

Bi-Weekly Updates – Comprehensive review of changes and additions to competitor public and client sites, with an emphasis on:

  • Website design and usability
  • Online product and education resources
  • Online marketing practices
  • Client account information and transaction capabilities

Monthly Research Report Summary Slide Decks – Key summary findings, best practices from industry leaders and recommendations from each report condensed into a convenient slide deck that can easily be shared with colleagues.

Client Website Videos – Go behind-the-login and take a first-hand look at the online resources your competitors offer their clients.

Client Collateral Materials – All materials and communications that we receive are available for subscribers to view or download online. This includes account statements, newsletters, marketing pieces, disclosure documents and email communications.

Competitor Summary Matrices – Breakdown of the key website features offered by all Mutual Fund Monitor firms.

Analyst Support – Personalized research support from our experienced Mutual Fund Monitor team.

Lauren Roncevic

Senior Analyst, Asset Management Monitors  

Lauren Roncevic is a Senior Analyst for Corporate Insight’s Asset Management Monitor research services. Previously, she was a Senior Analyst for the Property & Casualty Insurance Monitor service. She has performed extensive research on the P&C insurance user experience for both prospects and clients. Lauren has written a variety of reports examining topics such as policy servicing, bill pay, quote tools, claims and more. Lauren graduated from The George Washington University in 2010 and joined Corporate Insight in 2011, where she began her career with the Annuity and Life Insurance Monitor teams which focuses on the online capabilities providers offer prospects, clients and financial advisors.
 
  • Senior Research Associate: Kseniya Nadtochiy