For more than 30 years, global investment manager Intech® has been offering institutional investors quantitative equity strategies that seek long-term excess returns while attempting to reduce risk. Unlike traditional asset managers, Intech® delivers results using advanced mathematics and systematic portfolio rebalancing to harness the natural movements in stock prices. Their approach seeks to offer their clients a distinctive source of risk-adjusted returns. Intech® came to New Breed Marketing for help creating an interactive web tool on the HubSpot CMS.
Location: Princeton, New Jersey
Industry: Investment Management
Intech is an independently-operated, specialized equity manager that applies advanced mathematics and systematic portfolio rebalancing to harness a reliable source of excess return and a key to risk control — stock price volatility. Founded in 1987 in Princeton by pioneering mathematician Dr. E. Robert Fernholz, we serve some of the world’s leading institutional investors, delivering global equity and absolutereturn solutions.
Following the launch of their new Sales-Ready Website at the end of 2017, Intech® worked with New Breed to create an interactive web tool on the HubSpot CMS — a tool that could be used to visualize and compare daily and time-series data showing the level of stress in over 20 equity markets around the world. Intech® would be able to use the tool for both lead generation and sales enablement. Visitors to their site could monitor the tool to gain insight into equity market
Prior to launch, Intech® was releasing a static quarterly summary of (what would become) the Intech Market Equity Stress MonitorTM — the firm’s proprietary view of equity market stress. But what they really wanted was an interactive version of the monitor on their website. In order to accomplish the significant level of development and integration needed to achieve such a project, the Intech® team decided to leverage New Breed Marketing, HubSpot's Diamond-tier Agency Partner, to bring this project to life.
The first step in our process was to work with Intech’s trading team to route 21 stock market indexes (contained in 105 CSV files) from Intech's internal systems into their HubSpot File Manager each morning to update the tool based on the previous day’s data.
With the help of the trading team, we established a workflow using HubSpot's FTP (file transfer protocol) service to initiate the transfer each morning. At a high level, HubSpot’s FTP allows users to transfer files between their local system and HubSpot’s server, which allowed the team to route the CSV files containing stock market index data into the file manager each morning.
Once uploaded, the files became usable data for the Intech Market Equity Stress MonitorTM to display. Without the HubSpot FTP, we wouldn’t have been able to integrate Intech®’s trading system and HubSpot portal and initiate a daily file transfer of their stock market index data. This would have left the monitor constantly out of date.
Once all of the necessary data was living in the Intech® HubSpot portal and getting updated each day, we were ready to start developing the monitor itself. File transfers were only the beginning of the challenges the team faced while designing and developing this market monitor. Developing dynamic and interactive data visualization for a web browser is a difficult process. At a high level, here’s what we were up against:
Each on-page element needed to update instantly after a user interacted with it. Most importantly, it needed to display the correct data points.
Equity market stress data for each index had different start dates and frequencies, which needed to be scaled, integrated into the single tool and clearly presented.
The monitor had to work across all modern web browsers.
On top of this, for the best user experience, the tool needed to be displayed as close to a single page as possible — meaning a lot of information had to be compiled in a small space while still being understandable and aesthetically pleasing.
Arrows and data that only appear when hovering on index circles:
Ability to select up to 3 indexes at a time.
Ability to change the date selected with the date picker or by dragging the trend line to a new date.
We picked the D3.js library because it was well documented and works across all web browsers — meaning the Market Equity Stress MonitorTM and its interactive features would display and update correctly for all users. It also allowed:
The last hurdle we had to overcome was standardizing the type of data we were pulling from all of the market indexes. Each of the stock market indexes has a different initial start date and update frequency (some are updated daily while others are updated weekly) and none of them are updated on weekends.
This added a third layer of
The design of the monitor was kept as minimal as possible as the data it presents is the main focus. The single-page limitation enhanced the need for a compact design, so we had to ensure we capitalized on the limited space.
Most important here was that our design clearly conveyed the various options available to a user and how each worked together to best visualize the data. We made use of numbered icons to show the steps a user should take and included instructive labels wherever possible to guide the user as they interacted with the tool.
At the end of an intensive development sprint, the Intech Equity Market Stress MonitorTM successfully launched on January 16, 2018. Viewed on a single webpage, the monitor presents a collection of five metrics that Intech® utilizes to measure equity market stress. Visitors use the monitor to gain insight
Specifically, the Equity Market Stress MonitorTM is a custom integration that leverages the HubSpot CMS, HubSpot FTP, and the D3.js API. It’s a testament to how far you can push the HubSpot CMS, as our team essentially developed a small web application into Intech®’s website.
245 contacts' first touch was the Equity Market Stress MonitorTM or its quarterly report.
Some contact interaction with the monitor has led to valuable conversations, resulting in
The average time on page is 3 minutes in comparison to a financial services industry average of 2 minutes and 18 seconds in 2017 — almost 45 seconds above average.
The Equity Market Stress MonitorTM saves relationship managers time when working with clients and is an effective piece of sales enablement when working with prospects.
Building this monitor pushed our team to expand its capabilities as they developed a small scale app on the Intech® website. However, all of the challenges and technical difficulties are well worth the end result of a happy customer. But, it gets even better! Soon after the release of the tool, Bloomberg Markets hosted Dr. Adrian Banner, Intech's CEO
“After a full redesign our website, we leaned on New Breed’s capabilities to deliver the Intech Equity Market Stress MonitorTM. They delivered a tool that has become the crown jewel of our lead generation and client acquisition effort. We’re thrilled with the results.”
Andre Prawoto | Chief Marketing Officer | Intech
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