When mutual fund investors are logging into their private site accounts, many wonder about the health of their portfolios. Account performance analysis is a simple yet important way for firms to help clients assess their personal growth, and make informed decisions about planning for the future. This Mutual Fund Monitor Report analyzes the performance reporting available at the 17 firms in our coverage group, and our analysis focused on the following concepts:
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Content
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Accessibility
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Presentation
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With Tax Day fast approaching, investors may be feeling lost amidst a sea of complex filing forms and requirements. To help alleviate these concerns, mutual fund firms provide educational and informative materials, ranging from explanations of key liabilities to discussions of methods to lower taxes. This month we examined the materials provided by asset management companies to investors regarding taxes, analyzing both publicly available and private site resources. Our analysis focused on the following:
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Accessibility
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Quality & Content
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Organization
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This month’s Advisor Monitor examines resources for market commentary. All mutual fund firms in our coverage group provide discussions of current economic and investing conditions. These materials include HTML and PDF articles, videos and audio recordings. We focus primarily on the firms’ efforts to use commentaries to brand themselves and position their sites as a go-to resource for market insights. Our analysis centers on the following qualities:
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Timeliness
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Quality
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Delivery
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This month’s Advisor Monitor examines resources for IRA rollovers. Thirteen firms in our coverage group provide rollover resources. These materials include both client-ready materials such as brochures and flyers as well as advisor-oriented resources to aid in business building. We focus primarily on the deliverables provided by firms to aid in prospecting for rollover business. Our analysis centers on the following qualities:
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Features and Deliverables
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Accessibility
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As each week brings news of new hacking, fraud and identity theft headlines, the need for financial firms to make client accounts as secure as possible has never been greater. The first line of defense against the many vulnerabilities of online investing is fortifying the account login process. Firms have implemented a variety of stringent login practices to thwart fraud, ranging from complex username and password requirements to computer verification technologies. This month’s MFM Report examines the client login processes offered by our coverage firms.
It is important to note that the only login security features reviewed in this report are those that are visible on the website. Any security features or technology used beneath the website surface were not evaluated – which is the primary reason why we did not offer grades in this report. Instead, our survey report focused on the following three areas:
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Login Interface
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Online Security Options
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Accessibility
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This month’s Advisor Monitor Report introduces the newest addition to our coverage group: Eaton Vance. With origins stretching back to 1924, the Boston-based asset management company was formed in a 1979 merger of two firms: Eaton & Howard, and Vance, Sanders & Company. Today, Eaton Vance holds $238.4 billion in assets under management and employs over 1,100 individuals.
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