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Investment Fund Website Marketing Best Practices 2014: A global collection of creative, efficient, and innovative investment fund webmarketing solutions presented in a concise form

Investment Fund Website Marketing Best Practices 2014

This report contains a collection of visual website elements related to companies offering investment funds, presented from a marketing point of view.

Why is this report useful?

More and more decision makers are looking for creative and efficient marketing tools in the area investment fund, mutual fund, fund management, asset management, investment management, etc. We find that the websites of investment funds carry a lot of opportunities from a marketing perspective. There are companies which offer complex services without demonstrating the particular funds but building a strong brand awareness and image; and companies which put an emphasis on proposing the particular funds, or fund types. Some companies (funds) achieve very good results and top ratings, but others are not in the Top10. If return numbers of a fund are not attractive enough (the sufficient condition for potential individual investors to choose the company), perhaps it is worth to consider implementing ideas, how to make a fund (or fund type), the division or the whole company look more appealing on the web.

We believe the numbers do not always speak for themselves. We believe the most companies operating in the area of the investment funds can develop their websites by changing or implementing few or more tools in order to provide a customer-friendly platform for a better client experience. We collected some best practices from different companies from all over the world to show some marketing elements and aspects. We believe these ideas will help you develop your own – differentiated, unique – website and approach. Our analysis does not include comparison of menu bars or detailed structure of graph drawing devices, but it points out some important solutions the presence of which can improve client experience (e.g. the presence of a portfolio wizard), or placement of which seems to be obvious, still lacking at some pages (like ‘quick links’, imagery of awards, saving ‘favorite’ funds, etc.)

If you are a decision maker or an operative manager in a financial company, a marketing employee, a creative, a designer, a consultant or an analyst, and want to save time searching best practices from global companies – this report is for you!


Report Description
Executive Summary
1A - Catching visitors' attention: Webpages in general
1B - Being found: directing traffic to webpages via online search
2 - Product-level communication: Introducing funds
3 - Creating community: Social media best practices
4 - A market that competes smart: Other best practices
5 - Backup

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