worldwise investor presentation to eia
TRANSCRIPT
worldwiseinvestor.com
Worldwise Investorby Mark Hoskin
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HISTORY OF WORLDWISE INVESTOR
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The issue
IFA
Investment Houses
Fund Fact sheets
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Part of the solution
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The solution
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ABOUT WORLDWISE INVESTOR
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Fund library
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Fund views
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News
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Blogs
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Expert Knowledge
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Myworldwise
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Weekly news alerts
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Monday spike in visitors
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Visitors to the website to date (Oct 2011 – April 2012):
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• 7,975 unique visitors• (1,200 unique visitors last
week)• 12,913 visits• 50,715 pages viewed
• 4.34 minutes average time spent on site
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Registrations, site content and social media
• 591 registered users• 257 news articles published• 51 blog posts published• 205 followers on Twitter• 475 tweets sent• 68 fans on Facebook• 20 press articles to date• Guest bloggers have joined, Trucost, EIRIS, Cheviot, Schroders and
WHEB Asset Management• Several news contributors
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0100200
211 172
2278 80
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Registered Users
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Current Benefits for IFA’s
• Comprehensive fund library• Benchmarking & performance in one place• Assessment of funds within peer group• Ability to favourite themes and funds• Latest news • Delivery of fund and news updates• Expert opinion• Raises awareness
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POSSIBLE NEXT STEP
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Add a searchable list of IFAs
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FIND AN IFA
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EIA & WORLDWISE INVESTOR
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Pros & cons of EIA and WWI websites
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Worldwise Investor EIA
Fully Resourced 2012/2013 budget of £65,000 Fund library toolTopical and IFA focused info & newsBroad user baseExtensive functionality & Mobile appEngaged with press
Pros
Cons
Lack of resources for websiteLack of fundingLack of content to engage mediaLow brand awarenessMinimal functionalityLack of obvious focus/direction
Paid IFA membershipsTop ranking in Google for ‘ethical investment’ term
No private investor call to actionLow ranking in Google for ‘ethical investment’ termOn-going fundingLimited Marketing budget
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Potential
WWI
EIA
Ethical and green
investing ‘hub’ for IFA’s and private
investors
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Potential
INCREASED EXPOSURE
MORE IMPACT: DUAL BRANDING
COLLABORATIVE WORKING
FINANCIAL BENEFITS
EIA & WWI
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