Corporate Insight gave four fund companies top marks for the way they present their fixed-income fund information online. DWS Investments took the lead with a grade of A+, followed by BlackRock (A), iShares (A-) and Putnam (A-).
The consultant ranked 15 fund companies’ websites based on a number of criteria. One was discounted out of the gate for offering nothing for its fixed-income fund, which meant the bottom-ranking fund, which the firm won’t name, actually scored less for doing slightly more, in this case including a graphic promotion for its fixed-income fund on its advisor-facing website, said Lauren Wistrom, senior analyst at Corporate Insight in New York. “That’s the one thing it did do, but there were no actionable materials or sales ideas,” she scolded.
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