Mutual Fund Monitor

Launched in 1999, 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 mutual fund accounts, Mutual Fund Monitor gives you a first-hand look at online capabilities including client account information, transaction resources, educational tools and account documents offered by your competitors across the asset management industry.

Tracks 15 Leading Asset Management Firms

  • American Century
  • American Funds
  • 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.

Erika Fazekas

Senior Analyst, Advisor Monitor and Mutual Fund Monitor Erika Fazekas is the Senior Analyst and head of Corporate Insight's Advisor Monitor and Mutual Fund Monitor research services. She has performed extensive research on the asset management industry, with close attention being given to reviewing online platforms that cater to both investors and financial professionals. Each month she contributes to the Thought Leadership Insights blog series that captures leading economic issues. Erika has a passion for usability and design theory, and uses this framework as a lens in much of her research.She received her M.A in Counseling from Montclair State University in 2014 and opted to pursue a career in research, ultimately starting her tenure at Corporate Insight shortly thereafter.
  • Analyst: Danielle Grenier
  • Senior Research Associate: Kseniya Nadtochiy