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2017 Monitor Awards Gold Winners: Advisor

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Corporate Insight is proud to unveil our 15th annual Asset Management Monitor – Advisor Awards, offering a broad benchmarking of the advisor websites across six key categories: Advisor Homepages, Commentary & Thought Leadership, Literature Order Systems, Multimedia, Investor Education and New 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 version of a feature but do not meet our highest standards for a given category. In this slide deck, we highlight the gold medal winners across all categories.

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2017 Monitor Awards Gold Winners: Advisor

  1. 1. Asset Management Monitor – Advisor 2017 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 15 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 15th annual Asset Management Monitor – Advisor Awards, offering a broad benchmarking of the advisor websites across six key categories: Advisor Homepages, Commentary & Thought Leadership, Literature Order Systems, Multimedia, Investor Education and New 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 version of a feature but do not meet our highest standards for a given category. In this slide deck, we highlight the gold medal winners across all categories. Changes to rankings and awarded medals from previous iterations of the same category were predominantly influenced by revamps, improvements enacted by a specific firm or adjustment to grading criteria weights in order to reflect current industry best practices. Asset Management Monitor – Advisor Awards 3 Connect with CI
  4. 4. Category Overview Promote Your Firm’s 2017 Monitor Awards! Corporate Insight is happy to assist all award-winning firms in promoting their honors. For more information, contact us at pr@corporateinsight.com. Advisor Homepages Commentary and Thought Leadership Literature Order Systems Multimedia Investor Education New 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 are critical grading points. More favorable grades are 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 impact firms’ rankings. Advisor Homepages 6 BlackRock earns gold for its Advisor Center homepage, which boasts a responsive design, customizable features, quick access to tools and funds, detailed wholesaler contact information and promotions for upcoming webcasts. © CORPORATE INSIGHT
  7. 7. Commentary and Thought Leadership 7 Asset managers can differentiate themselves from competitors by providing information that advisors can use toward making informed decisions for their clients. This type of information is often most available through thought leadership and commentary. Leading firms release commentaries and thought leadership pieces on a consistent schedule and cover the most relevant topics to advisors. Firms that communicate their unique expertise within the investing climate are graded more favorably. © CORPORATE INSIGHT J.P. Morgan maintains gold for a second year in a row for its reputable syndicated reports and exemplary weekly updates. Commentary and thought leadership materials are available in a wide variety of formats including webpage articles, slide decks, PDFs, videos and audio.
  8. 8. Literature Order Systems 8 Literature centers are important hubs that equip advisors with the resources they need to connect with clients and prospects. Efficient literature centers provide ample client-ready materials, brochures, PDFs, forms and fund documents. For comparative grading within this category, we examine ease of access, depth of item descriptions, 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’s gold-worthy Literature center features detailed item descriptions, useful filtering options, a search section that stores past queries, the capability to mail materials directly to clients and an easy-to-use shopping cart with prominent accessibility, helping the firm maintain the gold position for a fifth consecutive year.
  9. 9. Multimedia 9 This category recognizes firms that effectively use multimedia to enhance the advisor experience. Our review assesses the availability and quality of audio and video resources. We also assess the quality of webinars and replays. Medal winners do not necessarily need to be strong in all three formats of multimedia. Attributes such as location, presentation and design, scope and relevancy of topics are most important in the grading process. © CORPORATE INSIGHT Fidelity retains the gold medal for offering quality multimedia resources that include informative video commentaries as well as timely webcasts, podcasts and conference calls. Multimedia resources are available through the Video Library and Webinars & Calls pages, and the firm added new section this past year: Podcast Episode Library.
  10. 10. Investor Education 10 Advisors should ensure that their clients are well-informed and confident when it comes to understanding benefits, opportunities, limitations and best practices of investing. Financial literacy is integral to the long-term success of any investor, and client-approved resources help advisors facilitate important dialogue about sensitive topics, important decisions and investment opportunities. This category recognizes exemplary client education resources offered by coverage group firms, evaluating their accessibility, the scope of topics they cover and the presentation, quality and depth of their financial literacy materials. © CORPORATE INSIGHT PIMCO takes gold for its exceptional investor education materials that are easy to locate, come in a variety of formats and cover a wide scope of topics to inform novice, midrange and seasoned investors. Materials are easily findable through the Investment Education page, which features a panel of filters organizing resources into five topics: Asset Allocation, Bonds, Investing Topics, Volatility and Inflation.
  11. 11. New Tools 11 Our final category recognizes exceptional tools released by our coverage group since our last awards report. This category considers every tool across all financial planning purposes (e.g., portfolio construction, market tracking and benchmarking investment opportunities). Usefulness to advisors in their daily practice and quality of results are the most critical aspects to receiving a medal. Tools that let advisors create customized, client-ready reports receive additional points. Value-added features, including the ability to save or share results, and educational content, such as methodologies, videos and supplemental materials, also help tools gain accolades. © CORPORATE INSIGHT The Factor eXposure Tool from Invesco earns the gold medal for this year’s best new tool. The tool helps advisors understand the intricacies of factor investing and enables them to build sample portfolios that test against a wide range of return and risk characteristics. Invesco positions the tool as a supplemental resource for its PowerShares line of business, which offers a variety of single-factor and multi-factor ETFs.
  12. 12. 12 Connect with CI Senior Analyst Asset Management Monitor – Advisor 646-929-5158 efazekas@corporateinsight.com Erika Fazekas Contact Us

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