Nationwide makes investment research easier for financial professionals
To enhance the investment research and decision-making experience for financial professionals, Nationwide launched a new digital experience: the Nationwide Investment Hub for variable insurance solutions. The hub will help financial professionals meet their clients’ unique investment needs by offering access to heightened research capabilities and investment insights, all in one place. The investment hub includes:
- An exclusive fund research tool with interactive filters and comparison features for variable insurance trust investment options
- Detailed fund profiles on select underlying investment options
- Thought leadership content
- A rotating array of investment resources to support informed decision-making
“The hub exemplifies our dedication to digital innovation and simplifying complex topics for financial professionals,” said Kevin Jestice, President of the Nationwide Investment Management Group. “Our goal is to make it easier for financial professionals to help their clients achieve their accumulation goals through best-in-class investment research and comprehensive resources.”
The features of the fund research tool include:
- Fund analysis: Data insights such as YTD return as of previous day market close, expenses, unit values, and Morningstar ratings.
- Custom filters: Financial professionals can customize their experience, compare funds and export fund data to a Microsoft Excel spreadsheet to easily identify funds that meet their clients’ needs.
- Advanced filtering options: Financial professionals can see which funds are available when a specific rider is selected.
To learn more about the tools and resources for financial professionals, visit the investment hub.
Nationwide Investment Management Group (IMG) is a business within Nationwide, a Fortune 100 company based in Columbus, Ohio, that is one of the largest and strongest diversified financial services and insurance organizations in the United States. IMG provides access to a curated list of investment solutions across asset classes that seek to outperform across market environments using a subadvised model offering access to specialized knowledge and expertise at institutional pricing. IMG holds its managers to the highest performance standards through uncompromising oversight by its nearly 20-person investment research team and provides ongoing market, economic and investment insights to help investors identify opportunities, manage risk and stay informed.
Learn more about the services Nationwide Investment Management Group provides.
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