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Report on Fund and Asset Management Websites of Top15 Fund Managers

Fund Managers Websites for Retail Clients 2016

Jan. 18, 2016

The ultimate report on Desktop and Mobile Websites in Fund Management: Comprehensive, Data-Driven, Rigorous


In 140 pages, this report tells you all you need to know for developing, optimizing and implementing fund management desktop and mobile websites with maximum appeal to the demanding category of individual investors. Our research team of technology and industry experts analyzed in detail the strengths and weaknesses of the desktop and mobile websites of 15 leading fund and asset managers worldwide (see list of analyzed fund managers below). The report provides an assessment and recommendations for each website and discusses trends for the fund and asset management industry as a whole.

>>> Click here for Table of Contents, Top 3 Fund Managers, Methodology, Summary

Based on 60 criteria, the report benchmarks user experience, navigation and structure; content; interactivity, integration and social media and mobile accessibility and availability offered by the fund management websites of each institution.
Based on this thorough, data-driven analysis, the report derives best practices and provides strategic and practical recommendations for creating desktop and mobile websites that can engage both new and existing clients. This report focuses on desktop and mobile websites targeted at individual investors; mobile apps, another important channel, are covered in a separate report

Fund managers, asset managers, retail and private bankers, IT vendors and consultants will find answers to the following questions:

  • What are the implications for fund management websites with respect to the changes in the asset management industry driven by regulation, demographics, new competitors and markets, etc.?

  • What are the positive and negative characteristics of the mobile and desktop websites targeted at individual investors by the 15 leading global fund manager?

  • What are state-of-the-art methods of presenting complex fund data?

  • What navigation, content and interactivity should a fund manager’s desktop and mobile website incorporate to catch the attention and satisfy the needs of both clients and non-clients?

  • What are state-of-the-art methods of presenting complex fund data?

  • What is the value of having interactive tools, apps and social media integrated into mobile and desktop websites?

  • What can be learned from the mobile and desktop best practices identified among the fund management websites that were analyzed?

  • How should social networks such as Facebook, Twitter, LinkedIn and YouTube be integrated into a fund management website to attract both desktop and mobile users?

  • What kinds of mobile-specific features should be integrated into mobile websites?

Main Content

  • Benchmarking and ranking of the 15 leading fund managers’ websites based on 50 detailed criteria for the desktop websites and 9 criteria for the mobile websites
  • 15 comprehensive profiles of each fund manager’s individual investor website with an in-depth analysis and recommendations for each fund manager?

  • 15 best practices of fund management websites in the areas of innovative features, selectable fund view, digital decision-support tools, navigation, information, content and mobilization
  • Recommendations on how a winning fund manager’s mobile and desktop websites should look
  • Recommendations on how fund managers should integrate their different digital channels to follow a truly holistic strategy
  • Comprehensive data appendix of 19 pages containing thorough evaluations of each fund manager according to 50 detailed criteria for the desktop websites and 9 criteria for the mobile websites, summary of performance of the evaluated website in comparison and a detailed heat map (spreadsheet)

Analyzed Fund Managers:

Amundi BlackRock BNP Paribas IP BNY Mellon Capital Group
Fidelity Franklin Templeton Goldman Sachs Invesco JP Morgan
PIMCO State Street              Global Advisors TIAA-CREF UBS Vanguard




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