Corporate Insight is delighted to unveil our 15th annual Asset Management Monitor – Investor 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 based on how well 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 to 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 provide a unique or noteworthy service or functionality but do not meet the highest standards for a given category. In this slide deck, we highlight the gold medal winners across all categories.

1. Asset Management Monitor – Investor
2017 Gold Medal Winners

2. Corporate Insight provides competitive intelligence, consulting and user experience research to the nation's leading
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developments in the end-user online experience, identifying best practices in online financial services and investing,
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in 15 verticals, including banking, healthcare and alumni relations, along with custom research, digital capabilities
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3. Corporate Insight is delighted to unveil our 15th annual Asset Management Monitor – Investor 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 based on how well 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 to 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 provide a unique or noteworthy service or functionality but do
not meet the highest standards for a given category. In this slide deck, we highlight the gold medal winners across all
categories.
Asset Management Monitor – Investor Awards
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4. Medal Chart
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5. Category Overview
Public Homepages
Private Site Landing Pages
Product Pages
Educational Resources
iPad Apps
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.

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 receive more favorable grades. We evaluated homepages on
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 homepage by maintaining signature strengths,
which include a convenient login field and prominent
links to funds through bold visuals promoting products
and commentaries.
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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 look to access pertinent account details, transaction histories and fund performance information quickly. 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.
© CORPORATE INSIGHT
T. Rowe Price retains the gold position for its intuitive
and well-designed private homepage that provides
direct access to performance information, statements,
commentaries and account tasks. The two-column layout
provides a tablet-friendly design that highlights
notifications from the Message Center, performance
figures and recent investing news.

8. Product Pages
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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
help firms gain top accolades.
© CORPORATE INSIGHT
Following a redesign in November,
OppenheimerFunds leads this category
thanks to its robust product pages that
offer comprehensive performance details,
dynamic charts and a user-friendly
interface. Product pages display fund
details with interactive elements, balloon
callouts and commentaries.

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.
© CORPORATE INSIGHT
Fidelity takes the top spot this year, moving from silver
to gold by offering a wide range of educational material
including articles, text-based pages, infographics,
webinars, videos, courses and tools throughout the
Learning Center and the Planning & Advice tabs.

10. iPad Apps
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As more investors use mobile devices instead of traditional desktop computers, the demand for tablet-optimized
account maintenance apps continues to grow. In this category, we look for firms that offer iPad-specific apps that
provide a secure platform for investors to review their overall accounts and perform maintenance tasks, such as buy,
sell and trade. iPad apps are evaluated based on navigation, capabilities, ease of login, account services,
customization, market news, commentaries and educational resources.
© CORPORATE INSIGHT
T. Rowe Price takes the top spot for iPad apps by
offering an easy-to-use platform that mirrors the layout
and presentation of the desktop version of the personal
investor website. The T. Rowe Price Personal for iPad
app includes a Touch ID login capability and opens to
the My Portfolio screen, which displays a
comprehensive overview of account information and
quick access to perform transactions.

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Senior Analyst
Asset Management Monitor – Investor
646-929-5158
efazekas@corporateinsight.com
Erika Fazekas
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