Corporate Insight is delighted to unveil our fifteenth annual Mutual Fund Monitor Awards, offering a broad benchmarking of the asset management industry across five key sectors. Within each of these categories, we award Monitor Awards in gold, silver and bronze, assessing how firms meet our criteria.

1. Mutual Fund Monitor
2016 Gold Medal Winners

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.
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3. Corporate Insight is delighted to unveil our fifteenth annual Mutual Fund Monitor Awards, offering a broad
benchmarking of the asset management industry across five key sectors. Within each of these categories, we
award Monitor Awards in gold, silver and bronze, assessing how firms meet our criteria.
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 service or functionality but
do not meet the 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, we have
adjusted the grading criteria weights in order to reflect industry best practices.
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4. Medal Chart
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5. Category Overview
Public Site Homepages
Private Site Landing Pages
Fund Screeners
Educational Resources
Product Launches and Campaigns
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.

6. 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, responsive, attractive homepage that incorporates a solid selection of quick links to popular pages
and features. Promotion of products and commentary helped firms get graded more favorably. We evaluated
homepages on the design elements, links to features, readability, visuals and promotions.
Public Site Homepages
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Franklin Templeton retains the gold medal for its public
investor homepage. The public homepage was
revamped in December 2015 and includes responsive
design, intuitively placed links and increased emphasis
on product promotions.
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7. Private Site Landing Pages
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Private homepages showcase important account information and provide a portal to key investment figures.
Account holders are looking to quickly access pertinent account details, transaction histories and fund
performance. The content, functionality and design of the private site landing pages are pivotal to the user
experience. This category rewards firms that employ a concise, well-organized layout that includes a summary of
important account information. Private homepages that afford users the ability to view portfolio balances, display a
visual representation of account performance and directly retrieve statements were highly rated.
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Following a site revamp in January, T. Rowe Price
significantly enhanced its private site landing page and
earned the gold medal. The revamp introduced a
mobile- and tablet-friendly design to the private
homepage, allowing users to quickly access balances,
statements and account maintenance tasks.

8. Fund Screeners
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To compete with the plethora of fund research available online, many asset management firms provide fund
screeners allowing users to input data that fits their specific needs. In our analysis, we focused on the breadth of
editable criteria, favoring firms with in-depth search filters, sortable tables and links to buy funds directly from the
results page. Specifically, we scored firms on findability, criteria available, presentation of results and other value-
add features.
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Fidelity retains the gold medal for outpacing
competitors with its comprehensive fund screener
that merges an effective variety and complexity of
inputs with a simple, dynamic and user-friendly
interface. In addition to comprehensive tool inputs,
the firm displays the results alongside the search
criteria and successfully promotes Fidelity funds by
displaying matching funds at the top of the results
view.

9. Educational Resources
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Financial literacy is an ongoing struggle in the United States, so it is in the best interest of asset managers to offer
their prospects the necessary tools to improve. In this category, we look for firms that offer engaging educational
resources that span a variety of investing topics through different formats, as well as content that caters to
different investor segments. Educational resources were evaluated based on the range of topics, content format,
printability, sharing options, findability and presentation.
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American Funds enters the educational resources
category and is awarded the gold medal. The firm
presents content in a clear way and covers a wide
range of topics spanning from retirement planning,
college savings and investor resources.

10. Product Launches and Campaigns
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This category explores how firms promote new products and educate investors about their new offerings through
campaigns. A strong introduction when unveiling new products and services is key to outlining its functions and
advantages. We reviewed firms that launched new campaigns this year and assessed their promotion methods.
Our analysis examines the depth of content in the campaigns and also the different ways firms publicize product
launches through press releases, emails and promotional images on the homepage. Campaigns with robust
materials, interactive features and strong promotions were highly rewarded in the grading process.
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Fidelity earns the gold medal for its Fidelity Go
campaign. The robo-advisor platform, which is
monitored by investment professionals, allows
investors to construct a strategy, asset allocation mix
and portfolio. The firm offers a page on the investor
site that features a video and an accompanying FAQ
page introducing the service. Users can access the
robo-advisor tool from a microsite, which thoroughly
explains the associated fees and application of the
tool.

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Senior Analyst
Advisor Monitor and Mutual Fund Monitor
646-929-5158
efazekas@corporateinsight.com
Erika Fazekas
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