kasina 2008 top 10 web sites for financial intermediaries

kasina’s Top 10 Web Sites for Financial Intermediaries

Fall 2008

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The Web & Financial Advisors are Advancing+ Top asset manager sites are gravitating towards more advanced technology

4 of the Top 10 sites re-designed in 2008

AJAX, Flash, integrated literature centers, embedded video are proliferating

+ Advisors expect sophisticated, interactive content and functionality 41% of advisors between 21 and 60 report contributing to an online product review

2008 Top 10 Intermediary Web Sites

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kasina’s Methodology+ kasina used a three-tier methodology to review over 50 intermediary Web sites:

1. Availability (30%) – Offering the most important content and functionality

2. Quality (50%) – Providing high-quality content and functionality

3. User Experience (20%) – Offering a positive user experience


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The 2008 Top 10 Web Sites for Financial Intermediaries


59605170Putnam Investments10

59535670OppenheimerFunds 10

60476069J.P. Morgan Funds Management9

61605672MFS Investment Management8

62675669DWS Investments7

63536271Franklin Templeton Investments6

64477165The Vanguard Group5

66676468John Hancock4

74677379American Funds3

75737873BlackRock2

76677684Fidelity Investments Institutional Services Company, Inc.

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OVERALL KASINA WEB INDEX SCORE

(out of 100)

USER EXPERIENCE(out of 100)

QUALITY SCORE (out of 100)

AVAILABILITY SCORE

(out of 100)COMPANY

5

Fidelity (FIIS)+ Fidelity’s literature ordering functionality is fully integrated throughout the site


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BlackRock+ BlackRock updates market commentaries on a weekly basis

Formats include HTML, PDF, and embedded video, in addition to an “e-mail this” option


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Keys for Improving Intermediary Web Sites+ Cover ALL the Basics

During evaluations, kasina looks at over 101 individual Web site elements

Give priority to areas advisors care about, such as account access and products information

+ Relentlessly focus on the user experience To compete in the future, sites must keep advisors’ needs top of mind

+ Differentiate yourself Why should an advisor visit your site rather than that of another asset manager?

+ Look outside the asset management industry Advisors are consumers of new Web technologies currently only found outside our industry


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Johanna WillerSenior Consultant

e-mail: [email protected]: 646.257.4464fax: 212.349.7413

Thank You.

Andy EdwardsBusiness Development Manager

e-mail: [email protected]: 646.257.4454fax: 212.349.7413

For more information, please contact:

581 Avenue of the Americas, 5th FlNew York, NY 10011

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About kasina

kasina also runs the kasina Youth Foundation.More information is available at

www.kasinafoundation.org

Our firm has a singular mission:Innovate distribution in financial services

About kasina

kasina 2008 top 10 web sites for financial intermediaries

Economy & Finance