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- 3. Nationwide Market InsightsSM
Brand Building Campaign - Acquisition and Lead Generation
www.nationwidefinancial.com/insights
Quarterly Launch - Flipbook
Week 1
Client Guide
Week 3
Client Guide
Week 5
Client Guide
Week 7
Client Guide
Week 9
Client Guide
Week 11
Remarket
Week 4
Remarket
Week 6
Remarket
Week 8
Remarket
Week 10
Remarket
Week 12
Request
hard copy
View
online
Leads Leads Leads Leads Leads
- 6. Plan Build Run
Digital Tactics: Phase 1.1
Direct Tactics: Phase 1.2
24 hours
1 week
Code Eagle
project
requested
Triage Meeting
Purpose
• Set business objective
• Quantify opportunity
• Define Measurement
Outcome:
• Approval
• Category response
• Audience
Create & build
assets using
preliminarily
approved
templates
Activate Alert Plan
Publish & Measure
Project Team Meeting
Purpose
• Communicate project to
predetermined project
team (or alternative)
Outcome:
• Positioning
• CTA(s)
• Tagging requirements
Plan Build Run
Code Eagle
Response Campaign
- 7. Advertising - Primary (Print)
Brand Building Campaign - Aided Awareness
National Media
Product Focused - Highly Rated Product
- 8. Advertising - Primary (Display)
Brand Building Campaign - Aided Awareness
National Media
nationwidefinancial.com/fullsteam
3rd Party eMail
Display
- 9. Advertising - Secondary (Print)
Brand Building Campaign - Aided Awareness
Trade shows, Need specific
Value-add Focused - Nationwide Market InsightsSM
Product Focused - Bailard International Equities Fund
Learn more at nationwidefinancial.com/abroad
With Nationwide Bailard International Equities Fund,
you can help overcome your clients’ reluctance
of investing beyond borders. Our fund offers a clear
strategy that limits exposure to high-risk countries.
Your clients’ fear of
investing internationally.
Abroad-
ophobia:
(NWHNX) Out of 703 U.S. Foreign Large Blend Funds. 3- and
5-yr ratings 4 stars out of 703 and 608 funds respectively.
As of 02/29/16.
NATIONWIDE BAILARD INTERNATIONAL EQUITIES FUND
Investors should carefully consider a fund’s investment objectives, risks, fees, charges and expenses before investing any money. To obtain this and other information
on Nationwide Funds, please call 1-800-848-0920 to request a summary prospectus and/or a prospectus, or download a summary prospectus and/or a prospectus
at nationwide.com/mutualfunds. Please read it carefully before investing any money.
The Fund is subject to the risks of investing in equity securities. The Fund also is subject to the risks of investing in foreign securities (currency fluctuations, political risks,
differences in accounting and limited availability of information, all of which are magnified in emerging markets). The Fund may invest in more-aggressive investments
such as derivatives (many of which create investment leverage and are highly volatile). Please refer to the most recent prospectus for a more detailed explanation of the
Fund’s principal risks.
Morningstar Ratings reflect risk-adjusted performance. The Morningstar RatingTM
is derived from a weighted average of the performance figures associated with the Fund’s
3-, 5- and 10-year (if applicable) periods. Morningstar Ratings metrics. Morningstar Ratings are based solely on a proprietary mathematical formula based on measures of risk
and performance that it recalculates each month. The ratings formula measures the amount of variation in a fund’s monthly performance (including the effects of sales charges,
loads and redemption fees) emphasizing downward variations and rewarding consistency. Ratings are subject to change every month. The top 10% of the funds in the category
received 5 stars; the next 22.5%, 4 stars; the next 35%, 3 stars; the next 22.5%, 2 stars; and the bottom 10%, 1 star. Ratings are based on specific class performance of each fund.
Current fund performance may be higher or lower, which may change a fund’s star rating. Despite high ratings, funds may have experienced negative performance during the
period. Performance may reflect a waiver of part of a fund’s fees for certain periods since inception, without which returns would have been lower. Ratings (load waived) do not
reflect class-specific sales charges or 12b-1 fees, if any. Ratings (with load) reflect class-specific sales charges, if any. © 2016 Morningstar, Inc. All Rights Reserved. The information
contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely.
Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information.
Performance shown represents past performance and does not guarantee future results. Current performance may be higher or lower than the performance shown. Investing
in mutual funds involves risk, including the possible loss of principal. The investment return and principal value of an investment will fluctuate, so that an investor’s shares, when
redeemed, may be worth more or less than their original cost. For more current performance metrics, please visit nationwidefunds.com.
The Institutional Service Share Class funds are only available on certain investment platforms and may require a higher minimum initial investment. To learn more, please contact
your financial advisor.
Nationwide Funds distributed by Nationwide Fund Distributors, LLC (NFD), member FINRA, King of Prussia, Pa. NFD is not an affiliate of Morningstar, Inc. or any subadviser
discussed in this material except its affiliate Nationwide Asset Management, LLC. Let’s Face It Together is a service mark of Nationwide Life Insurance Company. Nationwide,
the Nationwide N and Eagle, and Nationwide is on your side are service marks of Nationwide Mutual Insurance Company. © 2016 Nationwide.
NFV-1069AO (3/16)
ANNUITIES | LIFE INSURANCE | RETIREMENT PLANS | MUTUAL FUNDS
Help your clients separate the information from
the noise with Nationwide Market InsightsSM
.
This resource brings together Nationwide asset
management experience and economic acumen
to fuel meaningful conversations by:
• Simplifying current economic conditions and
investment concepts within the context of their
financial plans
• Cutting through the headlines and data with
client-ready charts
• Using clear talking points and illustrations
to support your recommendations to clients
NationwideMarketInsightsSM
isdevelopedbyNationwideEconomicsandisgeneralinnature.Itisnotintendedasinvestmentoreconomicadvice. Itdoesnottakeintoaccount
thespecificinvestmentobjectives,taxandfinancialconditionorparticularneedsofanyspecificperson.Pleaseremembertotailorafinancialplantoyourclients’specificneeds.
Investment management capabilities are performed by Nationwide Asset Management (representatives of Nationwide’s Investment Management Group).
Life and annuities issued by Nationwide Life Insurance Company or Nationwide Life and Annuity Company, Columbus, OH. The general distributor for variable products is
Nationwide Investment Services Corporation, member FINRA. Funds distributed by Nationwide Fund Distributors LLC, member FINRA. Nationwide Life Insurance Company,
Nationwide Life and Annuity Company, Nationwide Investment Services Corporation and Nationwide Fund Distributors are separate but affiliated companies.
Let’s Face It Together is a service mark of Nationwide Life Insurance Company. Nationwide, the Nationwide N and Eagle, and Nationwide is on your side are service marks of
Nationwide Mutual Insurance Company. © 2016 Nationwide.
NFV-1069AO (2/16)
SkyIsFalling-
ophobia: Your clients’ fear of
financial doomsday.
ANNUITIES | LIFE INSURANCE | RETIREMENT PLANS | MUTUAL FUNDS
Discover market insights and our mutual fund
offerings at nationwidefinancial.com/insights
Month 00, 2016
Quality
Month 00, 2016
Small Caps
Month 00, 2016
International
Timely Client Conversation Starters
Since news headlines often drive calls from clients, we’re helping you prepare — or proactively call them — with our conversation
starters. We’ll have a new one every two weeks, based on actual headlines at that time.
Get the 2nd Quarter 2016 edition
Find out more about current trends for international
and small-cap stocks, and the impact they may have
on your clients’ portfolios.
It’s here: Don’t wait to read the latest
Nationwide Market InsightsSM
Nationwide Market InsightsSM
An experienced partner with quality mutual funds
Nationwide is proud to be ranked in the top 25 of Barron’s Best Fund Families.