kasina’s Top 10 Web Sites for Financial Intermediaries Fall 2008

The Web & Financial Advisors are Advancing Top asset manager sites are gravitating towards more advanced technology 4 of the Top 10 sites re-designed in 2008 AJAX, Flash, integrated literature centers, embedded video are proliferating Advisors expect sophisticated, interactive content and functionality 41% of advisors between 21 and 60 report contributing to an online product review 2008 Top 10 Intermediary Web Sites

Top asset manager sites are gravitating towards more advanced technology

4 of the Top 10 sites re-designed in 2008

AJAX, Flash, integrated literature centers, embedded video are proliferating

Advisors expect sophisticated, interactive content and functionality

41% of advisors between 21 and 60 report contributing to an online product review

kasina’s Methodology kasina used a three-tier methodology to review over 50 intermediary Web sites: Availability (30%) – Offering the most important content and functionality Quality (50%) – Providing high-quality content and functionality User Experience (20%) – Offering a positive user experience 2008 Top 10 Intermediary Web Sites

kasina used a three-tier methodology to review over 50 intermediary Web sites:

Availability (30%) – Offering the most important content and functionality

Quality (50%) – Providing high-quality content and functionality

User Experience (20%) – Offering a positive user experience

The 2008 Top 10 Web Sites for Financial Intermediaries 2008 Top 10 Intermediary Web Sites 59 60 51 70 Putnam Investments 10 59 53 56 70 OppenheimerFunds 10 60 47 60 69 J.P. Morgan Funds Management 9 61 60 56 72 MFS Investment Management 8 62 67 56 69 DWS Investments 7 63 53 62 71 Franklin Templeton Investments 6 64 47 71 65 The Vanguard Group 5 66 67 64 68 John Hancock 4 74 67 73 79 American Funds 3 75 73 78 73 BlackRock 2 76 67 76 84 Fidelity Investments Institutional Services Company, Inc. 1 OVERALL KASINA WEB INDEX SCORE (out of 100) USER EXPERIENCE (out of 100) QUALITY SCORE (out of 100) AVAILABILITY SCORE (out of 100) COMPANY

Fidelity (FIIS) Fidelity’s literature ordering functionality is fully integrated throughout the site 2008 Top 10 Intermediary Web Sites

Fidelity’s literature ordering functionality is fully integrated throughout the site

BlackRock BlackRock updates market commentaries on a weekly basis Formats include HTML, PDF, and embedded video, in addition to an “e-mail this” option 2008 Top 10 Intermediary Web Sites

BlackRock updates market commentaries on a weekly basis

Formats include HTML, PDF, and embedded video, in addition to an “e-mail this” option

Keys for Improving Intermediary Web Sites Cover ALL the Basics During evaluations, kasina looks at over 101 individual Web site elements Give priority to areas advisors care about, such as account access and products information Relentlessly focus on the user experience To compete in the future, sites must keep advisors’ needs top of mind Differentiate yourself Why should an advisor visit your site rather than that of another asset manager? Look outside the asset management industry Advisors are consumers of new Web technologies currently only found outside our industry 2008 Top 10 Intermediary Web Sites

Cover ALL the Basics

During evaluations, kasina looks at over 101 individual Web site elements

Give priority to areas advisors care about, such as account access and products information

Relentlessly focus on the user experience

To compete in the future, sites must keep advisors’ needs top of mind

Differentiate yourself

Why should an advisor visit your site rather than that of another asset manager?

Look outside the asset management industry

Advisors are consumers of new Web technologies currently only found outside our industry

Johanna Willer Senior Consultant e-mail: [email_address] phone: 646.257.4464 fax: 212.349.7413 Thank You. Andy Edwards Business Development Manager e-mail: [email_address] phone: 646.257.4454 fax: 212.349.7413 For more information, please contact: 581 Avenue of the Americas, 5th Fl New York, NY 10011

Johanna Willer

Senior Consultant

e-mail: [email_address]

phone: 646.257.4464

fax: 212.349.7413

About kasina kasina also runs the kasina Youth Foundation. More information is available at www.kasinafoundation.org Our firm has a singular mission: Innovate distribution in financial services About kasina

kasina also runs the kasina Youth Foundation.

More information is available at

www.kasinafoundation.org