Asset Manangement/Research Website Design

Friday, June 22, 2007 | 11:46 AM

On an unrelated note, I am playing with the design of a new project (big announcement, hopefully next week) that is geared for active traders and institutions. (We may add a low cost version for individual investors, also).

To get some usability ideas, I looked at quite a few Asset Management, Trading, and Equity Research sites. I am trying to find a good balance between providing a lot of complex information with making something that is inherently intricate more easy-to-use and appealing looking.

Here are some of the sites I've been checking out (with my comment below):

Dorsey Wright & Associates
looks dated

Birinyi Associates
Clean design, but not alot of functionality

Global Insight
too busy

Guerilla Trades
Heinously ugly

Channelling Stocks
Almost as ugly

Plexus Group
too much small type

Louise Yamada Technical Research Advisors
That functionality issue again

Fisher Investments
A lot going on -- a bit too much

Asset Management Company
Clean design, good usability

Trillium Asset Management
Lots going on -- almost too much

LSV Asset Management
Nice design, little functionality


None really slayed me in the design or functionality.

If anyone has any suggestions, sites to look at, or other ideas, please let me know!

Friday, June 22, 2007 | 11:46 AM | Permalink | Comments (32) | TrackBack (0) add to | digg digg this! | technorati add to technorati | email email this post



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I like Minyanvilles site, but it's not quite "there" yet.

General design notes on many of the sites: Trying to cram too much onto one page with no appreciation for aesthetics, ease of use, ease of read, and functionality. I think a web page should be limited to the size of the screen. Especially for a home page. Scrolling should not be needed. If you can't see it on the home page when brought up, then what purpose does it have. The home page is a jump off to other pages. Not many, if any do this anymore...

I like the tabbing on top like on the Apple site and Dorsey for that matter (even if their site is dated and chunky).

What about a customizable front page, a la Google's. Then a user can make it as clean or messy as they want?

I don't like Realmoney or TheStreet's sites any more. I struggle to find what I am looking for. I would prefer to be able to select the 3-4 writers I like and read---and skip the rest or be exposed only via quick editor notes.

Posted by: Jason Rasp | Jun 22, 2007 12:08:27 PM

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