Fund & Strategy Pages
Structured Content That Showcases Portfolios & Performance
Investors expect mutual fund, ETF, and strategy pages to deliver clear, structured information—especially around portfolio data and performance. MBC Strategic builds automated, data-driven invetmetn fund and strategy pages that present complex data in compliant, intuitive formats, giving allocators a faster path to the information they rely on.
What We Deliver
- Portfolio/performance data layouts & templates
- Strategy overview modules and content narratives
- Flexible data structures and field sets
- Data visualization and reporting systems
- Automated fund pages and feed integrations
- Compliance-aligned frameworks & templates
Why It Matters for Investment Firms
Structured layouts clarify data, helping stakeholders quickly understand a fund’s positioning and value. Pages must also be easy to maintain—whether updates come through API, CSV, or Excel. Clear disclosures strengthen trust, giving investors and consultants confidence in the accuracy of what they’re reviewing. And RFP-ready pages ensure the information required for due diligence is organized, accessible, and complete.
Investment Fund and Strategy Page Integrations
- > Fund Overview Pages
- > Strategy Descriptions
- > Fund Holdings Data
- > Risk and Disclosure Sections
- > Document and Reporting Links
- > Dynamic Data Updates
Services Across Financial & Investment Websites and Digital Presence
- Website Design & Development
Build responsive, professional websites that inspire confidence and clearly communicate expertise to investors and client - Landing Pages & Microsites
Create targeted digital experiences that support marketing campaigns and drive conversions - Communication Design
Unify content architecture and UX design to create intuitive investor journeys that make complex strategies compelling & accessible - Interactive Tools & Calculators
Provide digital solutions that simplify analysis, enhance transparency, and improve client engagement - SEO & Digital Optimization
Apply technical improvements and content strategies to increase search visibility and digital reach - Website Analytics & Tracking
Use performance data to measure engagement and refine marketing ROI across audiences and investors
Frequently Asked Questions
1. Why are fund pages important on investment websites?
A: They provide investors with the details they need on performance, strategy, and risk.
2. What should a fund page include?
A: Overviews, performance data, strategy details, and compliance disclosures.
3. How do strategy pages build trust?
A: By presenting data clearly and transparently, supporting investor decision-making.
4. Can fund pages be dynamic?
A: Yes, performance data can be integrated to update automatically.
5. How do fund pages support compliance?
A: They include required disclosures and ensure accurate presentation of performance.
6. What’s the best practice for updating performance data on fund pages without adding compliance risk?
A: Use automated data feeds where possible, timestamp updates, archive prior versions, apply standardized disclosures, and route changes through a documented review workflow.
7. How do strategy pages support RFPs and due diligence?
A: By providing clear, current, and transparent information that aligns with consultant and allocator evaluation processes.