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Category Archives: Visualizations
These 3 Web Site Tools Advance the Understanding of ETFs
Little more than one month after our post about highlights on mutual fund and ETF Web sites (see 5 Random Highlights of Mutual Fund, ETF Sites) we’re back with another installment, this time all about ETFs.
Exchange-traded funds offer the advantage of lower expenses. That’s a blanket statement that’s made when comparing mutual funds to ETFs. But, how does the cost of using ETFs compare to the cost of using no-load funds? This Rydex Investments trading expenses calculator considers all the variables and gets into the particulars.
5 Random Highlights Of Mutual Fund, ETF Web Sites
Can we agree that mutual fund and ETF Web sites have more similarities than differences? For that, give the credit or blame to American Funds, the mutual fund company whose products are distributed by the highest percentage of financial advisors. If an advisor has already mastered American Funds’ site, so the reasoning goes, who are we to buck the tide and risk the advisor shunning our site because it dares to be different?
And Now For Your Next Heroic Act: Visualizations
When we talk to clients/prospects about what they’re doing on the Web, the conversations focus on what more they could be doing. Of course, there’s always more to do, especially for those responsible for how mutual funds, exchange-traded funds (ETFs) and other investment products are marketed.
But we are always mindful of the range of work—development and strategy—that’s done, day in and day out by eBusiness, Internet Marketing, Interactive Marketing et al teams.
And now, here’s a picture of it.
Fresh Ways To Explain the Financial Crisis
My first job at a mutual fund company was at Kemper Funds, a few years before the commercial development of the Internet (and my dearly beloved Kemper.com). At that time, competitive intelligence in our shareholder communications group took the form of quarterly meetings scheduled once we’d collected enough shareholder newsletters of our competitors. The purpose: To review what our competitors were doing and to borrow from the best ideas.
Interactive Graph Simplifies A Complicated Competitive Message
Quarterly performance communications are an ensemble production. And yet for all the quick but careful contributions made by players across an organization, the work is largely unsung. “It’s time to make the donuts”–former colleagues of mine used to invoke the old Dunkin’ Donuts commercial when referring to the tedium of periodically updating the data.
Even less satisfying is the work involved in trying to communicate relative performance-in print, the story is reduced to lots of numbers with not much impact. So, here’s a shoutout to the collaborative effort at Vanguard Voyager Services that has figured out an interactive way to tell the story every quarter.
