A website that helps investment advisors and investors to view detailed information on any Sun Life Global Investments fund.
Sun Life Global Investments
Mutual fund pages redesign
SLGI
01 - OVERVIEW
Sun Life Global Investments is part of the Sun Life group of companies, a global asset manager with offices in nearly 20 countries and over $1 trillion under management.
The SLGI website is a portal for investment advisors as well as retail investors to research details on funds that are right for them.
Investment advisors and investors who use the SLGI site as a research tool.
PURPOSE
To redesign the existing fund and performance pages on the Sun Life Global Investments website.
PROJECT DURATION
November 2020 - May 2021.
FEATURES
Key data points.
TOOLS USED
Pen and Paper, Sketch app, Webflow for high-res prototype.
02 - BACKGROUND
One of the major problems was the site was launched about 10 years ago and had a manual process of updating any data.
Adding a new fund or deleting an expired fund was also a manual process.
The site also needed an update to the new SLGI brand identity. Work on the site redesign had already begun with iteration 1 and well as user testing on that design before I started at Sun Life.
03 - SCOPE
The scope of the project was a redesign and introduce an automated backend system to automate many functions.
04 - RESEARCH
Part of the research process was the competitive analysis. The new PO had just come from Investco who brought a lot of knowledge and experience in the mutual fund industry.
We did a number of interviews with investment advisors to understand what was most import to them. We also looked at how other fund organizations solved the issues of dense information.
