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Longer Intellectual Reach = Greater Client ValueCorporate Insight publishes in-depth research on a variety of subjects within our areas of expertise. Our Monitor analysts generate an ongoing series of reports on narrowly focused topics of interest linked to our Monitor services. Our consulting team produces its own syndicated studies on higher-profile topics, like social media and online education.
Our research adds significant value for clients by extending the intellectual reach of our analysts and consultants . See the results of that reach both on this page—which features our latest Monitor-related reports—and the pages that follow.
|Public Site Search|
This Mutual Fund Monitor Report examines the search function offered on firms’ public sites. In this report, we graded search functions based on their usability, the ability to pare down a search using filtering options and the consistency with which firms provide accurate results on the first page. We also considered the accessibility of the search field and if it is ubiquitous throughout the site. Additionally, we ran three sample searches for each firm, which included a ticker symbol search and searches for the terms “Dividends” and “Help.”
This Mutual Fund Monitor Report examines the search function offered on firms’ public sites. When reviewing public site searches, we graded firms by the following:
Firms performed exceptionally well in terms of accessibility. All but one firm considered in this report offers a static search field with the vast majority of fields available in or around the static menu.
Firms are slightly less successful in their efforts to offer usable search functions. While 75% of firms provide 10 search results per page after entering a search, only one firm allows users to alter the number of results per page. Additionally, only one firm allows users to search further within a search, and only 38% offer filtering options within the results page.
The results and accuracy generated by the sample searches we ran were quite successful. Seventy-five percent of firms provide successful results when searching for a fund ticker, and 63% return successful results when searching for the term “Help.” Similarly, 69% provide successful results when a search was run for the term “Dividends.”
The report includes the following key findings: