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Searching for: researcher is "kasina"

Surveys listed in reverse order of publication date

Results 1-12 of 12.

Advisors plan to expand services offered in response to clients' evolving retirement needs
Advisors plan to expand services offered in response to clients' evolving retirement needs
Kasina
5 May 2010 United States Countries - US, Advisers
According to the results of the Kasina and Horsesmouth's FA Vision service, financial intermediaries are planning to extend the services they offer to include the "softer" aspects of retirement, including second careers and annuity analysis.

More details are generally available exclusively to subscribers of Perspective, the electronic pensions legal & regulatory information and news service. To read the summary, subscribers should launch Perspective and navigate via the Table of Documents to PensionSurveys >> May 2010 or click here (this link will not work in all circumstances). For further information about Perspective click here.

2E5390A1    
 
The Six Segments: A New Look at Intermediary Behaviour
Financial intermediary investment preferences
Kasina
Mar 2004 United States Investment - General, Advisers
According to this research, traditional methods of predicting financial intermediary investment preferences based on distribution channel segmentation provide little insight into underlying behaviour and may actually be counter productive.

More details are generally available exclusively to subscribers of Perspective, the electronic pensions legal & regulatory information and news service. To read the summary, subscribers should launch Perspective and navigate via the Table of Documents to PensionSurveys >> Mar 2004 or click here (this link will not work in all circumstances). For further information about Perspective click here.

722104E6   Click here to contact the authors.
 
Defined Contribution Web Site Trends and Best Practices
Top Defined Contribution Websites for Plan Sponsors and Plan Participants
Kasina
Feb 2004 United States Technology & Systems
According to this research, the most basic user requirements relating to account information and access were being adequately met by most defined contribution websites. However, the researcher says the potential of the medium was not generally being maximised, with many sites limited by low usability, a lack of compelling educational materials and disappointing email offerings.

More details are generally available exclusively to subscribers of Perspective, the electronic pensions legal & regulatory information and news service. To read the summary, subscribers should launch Perspective and navigate via the Table of Documents to PensionSurveys >> Feb 2004 or click here (this link will not work in all circumstances). For further information about Perspective click here.

5F2105EC   Click here to contact the authors.
 
3rd Annual Survey of European Mutual Fund Web Sites
Survey of European Mutual Fund Web Sites
Kasina
Aug 2003 United States Technology & Systems
This research reveals that, significant budget cuts notwithstanding, the retail web sites of European asset management firms are improving but could benefit from increased end user interactivity.

More details are generally available exclusively to subscribers of Perspective, the electronic pensions legal & regulatory information and news service. To read the summary, subscribers should launch Perspective and navigate via the Table of Documents to PensionSurveys >> Aug 2003 or click here (this link will not work in all circumstances). For further information about Perspective click here.

B1160143   Click here to contact the authors.
 
Institutional Web Sites: Trends and Best Practices
Industry trends and the "Top 10 Instituational Asset Management Web Sites
Kasina
Jul 2003 United States Technology & Systems
According to this research, institutional asset management web sites have continued to improve in many areas. While all Top 10 sites provide clients with access to account balances online, only 42% of the industry provides investors with this functionality. On the other hand, web site content has improved, with all of the "Top 10" sites and 96% of the industry now providing basic company information. The number of firms providing portfolio managers' biographies has increased from 29% of the industry in 2001 to 63% today.

More details are generally available exclusively to subscribers of Perspective, the electronic pensions legal & regulatory information and news service. To read the summary, subscribers should launch Perspective and navigate via the Table of Documents to PensionSurveys >> Jul 2003 or click here (this link will not work in all circumstances). For further information about Perspective click here.

9B154199   Click here to contact the authors.
 
Intelligent Distribution: Targeted Interactions for Increased Profitability
Effective distribution practices in the asset management industry
Kasina
Jun 2003 WORLDWIDE Investment - Management
This research identifies effective distribution practices in the asset management industry and notes that the shift from a “product push” approach to one of Intelligent Distribution is a sign that the industry is at a crossroads with regard to product distribution.

More details are generally available exclusively to subscribers of Perspective, the electronic pensions legal & regulatory information and news service. To read the summary, subscribers should launch Perspective and navigate via the Table of Documents to PensionSurveys >> Jun 2003 or click here (this link will not work in all circumstances). For further information about Perspective click here.

E8140871   Click here to contact the authors.
 
2003 Top Web Sites – 529 Plans
Survey of 529 Plan Web Sites
Kasina
Mar 2003 United States Technology & Systems
In addition to naming the top 529 plan Web sites, this report identifies the deficiencies in such sites, recommends ways to improve, and forecasts the next phase of development.

More details are generally available exclusively to subscribers of Perspective, the electronic pensions legal & regulatory information and news service. To read the summary, subscribers should launch Perspective and navigate via the Table of Documents to PensionSurveys >> Mar 2003 or click here (this link will not work in all circumstances). For further information about Perspective click here.

42114344   Click here to contact the authors.
 
Intermediary e-Mail Trends and Best Practices
A review of intermediary e-mail marketing for the asset management industry
Kasina
Feb 2003 United States, United Kingdom, France, Germany, Canada Technology & Systems
This research found that asset management firms plan to triple spending on intermediary e-mail efforts over the next three years. The report names the “Top Three” asset management firms in “Subscription e-Mail Messages,” “e-Mail Marketing Campaigns,” and “Wholesalers & e-Mail,” and highlights industry-wide best practices for e-mail usage.

More details are generally available exclusively to subscribers of Perspective, the electronic pensions legal & regulatory information and news service. To read the summary, subscribers should launch Perspective and navigate via the Table of Documents to PensionSurveys >> Feb 2003 or click here (this link will not work in all circumstances). For further information about Perspective click here.

460976B8   Click here to contact the authors.
 
Top 20 Web Sites - Mutual Funds
The top mutual fund company web sites
Kasina
Dec 2002 United States Technology & Systems
This year's annual study evaluated 481 mutual fund company web sites based on five categories: branding, content, online services, usability, and Web technology. The researcher names the Top 20 and identifies the top 10 web sites for "Small Fund Firms” (top sites from firms with $10 billion or less in US mutual fund assets under management).

More details are generally available exclusively to subscribers of Perspective, the electronic pensions legal & regulatory information and news service. To read the summary, subscribers should launch Perspective and navigate via the Table of Documents to PensionSurveys >> Dec 2002 or click here (this link will not work in all circumstances). For further information about Perspective click here.

BC082734   Click here to contact the authors.
 
European Intermediary Web Site Trends and Best Practices
Current and future developments impacting intermediary web sites
Kasina
Nov 2002 Europe (including EU) Technology & Systems
This report offers strategic analysis and insight regarding current and future developments impacting intermediary web sites in Europe and it identifies and reviews the "Top 10" European Intermediary sites. 

More details are generally available exclusively to subscribers of Perspective, the electronic pensions legal & regulatory information and news service. To read the summary, subscribers should launch Perspective and navigate via the Table of Documents to PensionSurveys >> Nov 2002 or click here (this link will not work in all circumstances). For further information about Perspective click here.

210699BD   Click here to contact the authors.
 
Asset Management e-Business 2002: Intermediary Web Site Trends and Best Practices
Intermediary website trends and best practices
Kasina
Oct 2002 United States Technology & Systems
This report is based on a review of 100 asset management web sites for intermediaries, a survey of the e-business managers from the finalist sites and interviews with a cross section of over 175 independent and wirehouse brokers. It identifies the top ten intermediary web sites and names the top five intermediary web sites from companies with assets under $30 billion.  The sites are evaluated according to five categories: branding, content, online services, usability and Web technology

More details are generally available exclusively to subscribers of Perspective, the electronic pensions legal & regulatory information and news service. To read the summary, subscribers should launch Perspective and navigate via the Table of Documents to PensionSurveys >> Oct 2002 or click here (this link will not work in all circumstances). For further information about Perspective click here.

76068862   Click here to contact the authors.
 
Separately Managed Accounts: Servicing Intermediaries Online
Analysis of provider websites
Kasina
Oct 2002 United States Technology & Systems
This report evaluates 30 separate account sites for advisers, identifies 12 finalists and names the Top 5 Adviser web sites for separate accounts, while offering a general industry analysis that explores best practices and identifies areas that need improvement. It is based on five
evaluation categories: branding, content, online services, usability and web technology. The evaluation methodology also included a survey of financial advisers, interviews with finalist companies and detailed a qualitative review of each finalist's web site.

More details are generally available exclusively to subscribers of Perspective, the electronic pensions legal & regulatory information and news service. To read the summary, subscribers should launch Perspective and navigate via the Table of Documents to PensionSurveys >> Oct 2002 or click here (this link will not work in all circumstances). For further information about Perspective click here.

2A0698E3   Click here to contact the authors.
 

Results 1-12 of 12.