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2015 Mutual Fund Monitor Awards

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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 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
Private Investor Site Landing Page
Investor Performance Reporting
Product Pages
Retirement Resources
Client Support

The slide deck highlights the Gold Monitor Award winning firms in each category and explains why their online offerings were best in class.

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2015 Mutual Fund Monitor Awards

  1. 1. 2015 Award Winners Gold Monitor Awards MUTUAL FUND MONITOR
  2. 2. AboutUs Corporate Insight provides competitive intelligence and user experience research to the nation’s leading financial institutions. For over 20 years, the firm has tracked technological developments in the financial services industry, identifying best practices in online banking and investing, online insurance, mobile finance, active trading platforms, social media and other emerging areas. There are no assumptions in Corporate Insight’s work – we use live accounts at all of the firms we research, providing our clients with unparalleled, unbiased intelligence on the competition. Connect With Us Promote Your Firm’s 2015 Gold Monitor Awards! Corporate Insight is happy to assist all Gold Monitor Award winning firms in promoting their honors. For more information and to see examples of past promotions, contact us at PR@Corporateinsight.com. Press Coverage
  3. 3. Corporate Insight is pleased to present our fourteenth annual Monitor Awards report, offering a broad benchmarking of the asset management industry across several key sectors. This year, we awarded gold, silver and bronze medals in six categories: Public Homepage, Investor Performance Reporting, Retirement Centers, Product Pages, Fund Screeners and Educational Resources. As in past years, the Gold Medal is reserved for offerings that provide an exceptionally valuable service. For features that offer similar value but lack some of the outstanding attributes and functions of the best offerings, we award a Silver Medal. For features that offer a useful or unique service but do not meet the highest standards for a given category, we award a Bronze Medal. Mutual FundMonitorAwards 0 1 2 3 4 Vanguard T. Rowe Price Oppenheimer Funds Janus Franklin Templeton Fidelity American Funds American Century Medal Count Bronze Silver Gold
  4. 4. Public Homepage Private Investor Site Landing Page Investor Performance Reporting CategoryOverview Client Support Retirement Resources Product Pages Promote Your Firm’s 2015 Gold Monitor Awards! Corporate Insight is happy to assist all Gold Monitor Award winning firms in promoting their honors. For more information and to see examples of past promotions, contact us at PR@Corporateinsight.com.
  5. 5. The public homepage is a website’s face to the world – the place where investors form first impressions. Homepages play a critical role in in engaging clients and prospects. As such, it is essential for firms to provide a well-balanced, attractive homepage that incorporates a solid selection of links to features and promotions. We evaluated homepages on the quality of design, accessibility to key features, product marketing and promotions and updates and new information. Franklin Templeton places in this category for the first time ever and is allotted the gold medal for its public investor homepage. The public homepage was overhauled during the firm’s December 2015 website revamp and now includes an exceptional example of responsive design and increased emphasis on product promotions. A new search option, updated main menu and intuitively placed links offer improved accessibility. PublicHomepage
  6. 6. While public homepages are important for appealing to clients and prospects, it is equally important that private homepages impress current account holders, as their appearance and functionality is extremely key to the user experience. Private site landing pages serve as windows into investors’ accounts. This category applauds firms that offer private homepages that employ a logical layout, easy- to-follow navigation, and pertinent account details. This year, we graded firms on clarity and depth of account information, design and layout, customization options and accessibility to account maintenance tasks and personal information. OppenheimerFunds takes the gold medal this year for their exceptional private homepage. The account landing page features clearly labeled access to account maintenance tasks, rich performance information and intuitive organization. Private homepages make an immediate impression upon login, while the most notable feature is an interactive performance chart that tracks account value across the YTD, one and three years, and since inception. PrivateInvestorSiteLandingPage
  7. 7. Performance reporting is a critical feature to account holders reviewing their portfolio online, and firms vary in the options and features provided to investors. Account performance data should offer investors an overview of their financial health in a manner that is easy to comprehend and locate. For this category we considered the accessibility of portfolio performance data, as well as its content and presentation. Value-added elements such as customizability of data, educational callouts and graphical illustrations helped firms receive top awards. Vanguard receives the gold medal for a third year in a row for their comprehensive personal performance data. Personal performance data remains unchanged from our last review, however no coverage group firms implemented superior features this year, leaving Vanguard in the stop slot. A key strength to Vanguard’s performance information is its generous selection of customizable data points that allow investors to review information in multiple ways. InvestorPerformanceReporting
  8. 8. Product pages are an important space to educate investors about a fund’s key selling points such as anticipated expenses and fees, performance data and portfolio composition. These pages need to be informative enough to educate both seasoned and novice investors on a fund’s most critical points. We look for fund firms that provide well-designed product pages that communicate pertinent information in a logical manner. Value-added features such as rollover capabilities, educational callout balloons, customizable charts and dynamic, interactive displays also helped firms gain top accolades. Fidelity is awarded the gold medal for offering product pages that are characterized by detailed fund data, specifically on risk measures, as well as a clearly organized format that intuitively places information across five tabs. Many terms with which investors may be unfamiliar with are hyperlinked to balloon tip definitions. Product pages include several value-added features, including a watch list that provides investors with information on products and how they stand relative to both Fidelity and competitor funds. Fidelity also stands out for providing clear data on fees for its funds, hosted in the Fees & Distributions tab. ProductPages
  9. 9. Investors of all ages place great value on retirement planning, and retirement-focused business generates a substantial portion of mutual fund firms’ business. To meet clients’ needs, many firms create dedicated retirement centers that provide educational resources explaining retirement investing and promote relevant funds. Typical material range from discussions of life-stage investing to promotions for rollover services. In our evaluation of retirement resources, we looked for clearly organized outlets of information that effectively promote IRAs and retirement-related products. We assessed firms on the accessibility and centralization, quality and variety of provided resources, strength of IRA and 401(k) option comparisons, tools and calculators and account promotion. Fidelity solidifies its position in the top spot for the fifth consecutive year. The firm provides rich retirement-focused content in the form of educational pages and guides, timely commentaries and a robust collection of tools. This year the firm reworked its private Planning & Guidance Center for account holders, but otherwise made no material changes to its retirement features. Fidelity organizes information by audience depending on their life stage, with retirement resources available across the Research, Guidance & Retirement and Investment Products tabs. RetirementResources
  10. 10. Many investors and prospects implement a self-directed approach towards managing their finances online. Our review defines client support as information that educates investors on services and technological matters, including Contact Us and Help sections, as well as FAQ pages. Fund firms that offer viewers clear access, robust details, and guidance on help matters received the highest scores. Our review assessed prominent accessibility, ease of navigation and intuitive presentation, depth of help details and depth of Contact Us information. American Funds earns this year’s gold medal for its well-positioned and extremely informative client support features, prominently housed within the Service & Support tab. The firm places a heightened level of importance on client support, and is the only firm to dedicate a tab to these resources. Information is presented through easy-to-follow guides, checklists, and FAQ pages that help investors with all account and technological issues they may encounter. ClientSupport
  11. 11. 2015Top GoldMedalWinners 2 3 Fidelity 22 In the 2015 Mutual Fund Monitor Awards, Fidelity leads with two gold medals, leaving American Funds, Franklin Templeton, Oppenheimer Funds and Vanguard each with one gold medal.
  12. 12. 646-929-5158 Efazekas@corporateinsight.com Connect with Erika Erika Fazekas Analyst Advisor Monitor & Mutual Fund Monitor ContactUs Connect With CI
  • RAHULTODUR

    Sep. 11, 2016

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 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 Private Investor Site Landing Page Investor Performance Reporting Product Pages Retirement Resources Client Support The slide deck highlights the Gold Monitor Award winning firms in each category and explains why their online offerings were best in class.

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