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2016 Monitor Awards Gold Winners: Advisor

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Corporate Insight is proud to unveil our fifteenth annual Mutual Fund Monitor – Advisor Awards, offering a broad benchmarking of the advisor websites across six key categories: Advisor Homepages, Literature Order Systems, Practice Management Resources, Multimedia, Commentaries & Thought Leadership and New or Improved Tools.
As in past years, we assign the Gold Medal to firms that present exceptional offerings within given categories. We award a Silver Medal for firms that offer similar value but lack some of the outstanding attributes and functions of the best offerings. We give the Bronze Medal to firms that offer a unique or noteworthy iteration but do not meet our highest standards for a given category

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2016 Monitor Awards Gold Winners: Advisor

  1. 1. Advisor Monitor 2016 Gold Medal Winners
  2. 2. Corporate Insight provides competitive intelligence, consulting and user experience research to the nation's leading financial, health and education institutions. For more than two decades, the firm has tracked technological developments in the end-user online experience, identifying best practices in online financial services and investing, mobile finance, social media and other emerging areas. Corporate Insight offers subscription-based Monitor services in 14 verticals, including banking, healthcare and alumni relations, along with custom research, digital capabilities audits, special studies, user research and other consulting services. The firm helps its clients— including 70% of the financial services firms in the Fortune 500—to remain at the forefront of industry trends and improve their competitive position. About CI 2 Connect with CI
  3. 3. Corporate Insight is proud to unveil our fifteenth annual Mutual Fund Monitor – Advisor Awards, offering a broad benchmarking of the advisor websites across six key categories: Advisor Homepages, Literature Order Systems, Practice Management Resources, Multimedia, Commentaries & Thought Leadership and New or Improved Tools. As in past years, we assign the Gold Medal to firms that present exceptional offerings within given categories. We award a Silver Medal for firms that offer similar value but lack some of the outstanding attributes and functions of the best offerings. We give the Bronze Medal to firms that offer a unique or noteworthy iteration but do not meet our highest standards for a given category. Changes to rankings and awarded medals from previous iterations of the same category were predominantly influenced by this year’s site revamps. Additionally, adjustments were made to grading criteria weights in order to reflect current industry best practices. This year, Vanguard was added to our lineup of coverage group firms, which also impacted grading and rankings across all categories. Advisor Monitor Awards 3 Connect with CI
  4. 4. Category Overview Promote Your Firm’s 2016 Monitor Awards! Corporate Insight is happy to assist all award-winning firms in promoting their honors. For more information and for examples of past promotions, contact us at pr@corporateinsight.com. Advisor Homepages Literature Order Systems Practice Management Resources Multimedia Commentaries & Thought Leadership New or Improved Tools
  5. 5. Medal Chart 5 Connect with CI
  6. 6. Advisor homepages are a portal to main site areas and a key space to promote funds, services and commentary. This category evaluates the different ways firms promote their content as well as how homepages are designed and organized. Promotions for products and commentary were critical grading points. More favorable grades were assigned to advisor homepages with customizable sections, such as watch lists or favorite document capabilities. Personalization of homepage content, including targeted commentary and the availability of wholesaler contact information, also beneficially impacted firms’ rankings. Advisor Homepages 6 Fidelity retains its gold medal for the advisor homepage. The well-designed page employs responsive design and includes a customizable watchlist and favorite documents section. In addition to customizable sections for tracking favorite products and files, the firm uses personalization to suggest targeted content to the end user, creating a more tailored experience than any other coverage group firm. © CORPORATE INSIGHT
  7. 7. Literature Order Systems 7 This category highlights best practices for the document-ordering experience provided through each firm’s literature center. Efficient literature centers provide advisors with ample client-ready materials, brochures, forms, PDFs and fund documents. For comparative grading within this category, we examined the ease of access, depth of item descriptions available for ordering, availability of browse and search capabilities, shopping cart technology and order tracking options. We favor firms with features like prominently viewable carts, detailed document descriptions, dynamic navigation controls with powerful search options and useful filters to pare down results. © CORPORATE INSIGHT Franklin Templeton maintains a long-standing position in the gold slot for its literature center. Noteworthy features that have kept the literature center in the top spot include its ease of findabilty, a generous selection of filter and search options, detailed item descriptions and a user-friendly, prominent shopping cart. The firm is one of few to offer a search bar with a predictive search capability in its literature center.
  8. 8. Practice Management Resources 8 This category benchmarks the materials that firms provide to help advisors build their business, nurture client relationships and manage daily operations. This ranges from tips on prospecting to advice on how to leverage technology. We evaluate several aspects of practice management resources, including presentation and organization, the types of content available and the breadth of topics covered. We favored firms that offer resources on pressing issues impacting the advisory space, such as the Department of Labor’s fiduciary ruling or heir retention. © CORPORATE INSIGHT Hartford Funds retains the gold medal for its practice management resources. This year, the firm revamped the layout and presentation of its Practice Management section and added four new topics to its lineup. A key strength in this category is the wide range of formats, which includes audio clips, videos, webinar replays, white papers, worksheets and workbooks, slide decks and how-to guides.
  9. 9. Multimedia 9 This category explores how firms use multimedia to enhance the advisor experience. Our review assessed the availability and quality of audio and video resources. We also explored the quality of webinars and the presentation of replays. Medal winners did not necessarily need to be strong in all three formats of multimedia. Attributes such as location, presentation and design, scope and relevancy of topics were most important in the grading process. © CORPORATE INSIGHT Fidelity earns the gold medal for its multimedia resources, which include a robust video center and a selection of timely conference calls and webinars. Within this category, Fidelity is strongest in terms of its video content. Around one to four new clips are uploaded each week. All new multimedia resources are prominently promoted on the homepage upon their release.
  10. 10. Commentaries & Thought Leadership 10 Commentaries and thought leadership help advisors interpret how events impact different asset classes. Fund firms can achieve true differentiation from their competitors by providing advisors with information that they can use toward making informed decisions for their clients. This category assesses the resources firms offer to help keep advisors in tune with critical market and economic events. These resources are ideally released on a consistent schedule and cover the most relevant topics to the investing landscape. © CORPORATE INSIGHT J.P. Morgan earns the gold for its range of commentary and thought leadership materials. The firm’s revamp in February improved the organizational structure of commentary and thought leadership resources. The firm offers several recurring series that provide advisors with a persistent stream of information to keep them informed. Resources in this category come in a wide variety of formats, including HTML articles, slide decks, PDFs, videos and audio.
  11. 11. New or Improved Tools 11 This category evaluates all tools or calculators that were released or significantly enhanced since our last awards report. We considered every tool across all financial planning purposes (e.g., portfolio construction, market tracking, comparing investments). Usefulness to advisors in their day-to-day practice and quality of results were the most critical factors in gaining a medal. Tools that let advisors create customized, client-ready reports received additional points. © CORPORATE INSIGHT The American Funds Target Date ProView tool earns this year’s gold medal. The retirement-focused tool is marketed as a source for advisors seeking to keep in line with compliance standards. The tool lets advisors compare and contrast up to four different target date funds at a time from both in-house and select competitor fund families. Advisors can also generate a customized, client-approved PDF report of their results.
  12. 12. 12 Connect with CI Senior Analyst Advisor Monitor and Mutual Fund Monitor 646-929-5158 efazekas@corporateinsight.com Erika Fazekas Contact Us

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