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Portfolio & Strategywww.seangmccormick.com
Nationwide Market InsightsSM
Brand Building Campaign - Acquisition and Lead Generationwww.nationwidefinancial.com/insights
Quarterly Flipbook Bi-weekly Client Guides
Nationwide Market InsightsSM
Brand Building Campaign - Acquisition and Lead Generationwww.nationwidefinancial.com/insights
Quarterly Launch - FlipbookWeek 1
Client GuideWeek 3
Client GuideWeek 5
Client GuideWeek 7
Client GuideWeek 9
Client GuideWeek 11
Remarket Week 4
Remarket Week 6
Remarket Week 8
RemarketWeek 10
RemarketWeek 12
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Leads Leads Leads Leads Leads
Social MediaBrand Building - Branded Awarness and Lead Generation
Social Card
Code Eagle
Response Campaign
Plan Build Run
Digital Tactics: Phase 1.1
Direct Tactics: Phase 1.2
24 hours
1 week
Code Eagle project
requested
Triage Meeting
Purpose• Set business objective• Quantify opportunity• Define Measurement
Outcome:• Approval • Category response• Audience
Create & build assets using preliminarily approved templates
Activate Alert Plan
Publish & Measure
Project Team Meeting
Purpose• Communicate project to
predetermined project team (or alternative)
Outcome:• Positioning• CTA(s)• Tagging requirements
Plan Build Run
Code Eagle
Response Campaign
Advertising - Primary (Print)
Brand Building Campaign - Aided AwarenessNational Media
Product Focused - Highly Rated Product
Advertising - Primary (Display)Brand Building Campaign - Aided AwarenessNational Media
nationwidefinancial.com/fullsteam
3rd Party eMail
Display
Advertising - Secondary (Print)
Brand Building Campaign - Aided AwarenessTrade shows, Need specific
Value-add Focused - Nationwide Market InsightsSM Product Focused - Bailard International Equities Fund
Learn more at nationwidefinancial.com/abroad
With Nationwide Bailard International Equities Fund, you can help overcome your clients’ reluctance of investing beyond borders. Our fund offers a clear strategy that limits exposure to high-risk countries.
Your clients’ fear of investing internationally.
Abroad-ophobia:
(NWHNX) Out of 703 U.S. Foreign Large Blend Funds. 3- and 5-yr ratings 4 stars out of 703 and 608 funds respectively. As of 02/29/16.
NATIONWIDE BAILARD INTERNATIONAL EQUITIES FUND
Investors should carefully consider a fund’s investment objectives, risks, fees, charges and expenses before investing any money. To obtain this and other information on Nationwide Funds, please call 1-800-848-0920 to request a summary prospectus and/or a prospectus, or download a summary prospectus and/or a prospectus at nationwide.com/mutualfunds. Please read it carefully before investing any money.
The Fund is subject to the risks of investing in equity securities. The Fund also is subject to the risks of investing in foreign securities (currency fluctuations, political risks, differences in accounting and limited availability of information, all of which are magnified in emerging markets). The Fund may invest in more-aggressive investments such as derivatives (many of which create investment leverage and are highly volatile). Please refer to the most recent prospectus for a more detailed explanation of the Fund’s principal risks.
Morningstar Ratings reflect risk-adjusted performance. The Morningstar RatingTM is derived from a weighted average of the performance figures associated with the Fund’s 3-, 5- and 10-year (if applicable) periods. Morningstar Ratings metrics. Morningstar Ratings are based solely on a proprietary mathematical formula based on measures of risk and performance that it recalculates each month. The ratings formula measures the amount of variation in a fund’s monthly performance (including the effects of sales charges, loads and redemption fees) emphasizing downward variations and rewarding consistency. Ratings are subject to change every month. The top 10% of the funds in the category received 5 stars; the next 22.5%, 4 stars; the next 35%, 3 stars; the next 22.5%, 2 stars; and the bottom 10%, 1 star. Ratings are based on specific class performance of each fund. Current fund performance may be higher or lower, which may change a fund’s star rating. Despite high ratings, funds may have experienced negative performance during the period. Performance may reflect a waiver of part of a fund’s fees for certain periods since inception, without which returns would have been lower. Ratings (load waived) do not reflect class-specific sales charges or 12b-1 fees, if any. Ratings (with load) reflect class-specific sales charges, if any. © 2016 Morningstar, Inc. All Rights Reserved. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information.
Performance shown represents past performance and does not guarantee future results. Current performance may be higher or lower than the performance shown. Investing in mutual funds involves risk, including the possible loss of principal. The investment return and principal value of an investment will fluctuate, so that an investor’s shares, when redeemed, may be worth more or less than their original cost. For more current performance metrics, please visit nationwidefunds.com.
The Institutional Service Share Class funds are only available on certain investment platforms and may require a higher minimum initial investment. To learn more, please contact your financial advisor.
Nationwide Funds distributed by Nationwide Fund Distributors, LLC (NFD), member FINRA, King of Prussia, Pa. NFD is not an affiliate of Morningstar, Inc. or any subadviser discussed in this material except its affiliate Nationwide Asset Management, LLC. Let’s Face It Together is a service mark of Nationwide Life Insurance Company. Nationwide, the Nationwide N and Eagle, and Nationwide is on your side are service marks of Nationwide Mutual Insurance Company. © 2016 Nationwide.
NFV-1069AO (3/16)
ANNUITIES | LIFE INSURANCE | RETIREMENT PLANS | MUTUAL FUNDS
Help your clients separate the information from the noise with Nationwide Market InsightsSM.This resource brings together Nationwide asset management experience and economic acumen to fuel meaningful conversations by:
• Simplifying current economic conditions and investment concepts within the context of their financial plans
• Cutting through the headlines and data with client-ready charts
• Using clear talking points and illustrations to support your recommendations to clients
Nationwide Market InsightsSM is developed by Nationwide Economics and is general in nature. It is not intended as investment or economic advice. It does not take into account the specific investment objectives, tax and financial condition or particular needs of any specific person. Please remember to tailor a financial plan to your clients’ specific needs.
Investment management capabilities are performed by Nationwide Asset Management (representatives of Nationwide’s Investment Management Group).
Life and annuities issued by Nationwide Life Insurance Company or Nationwide Life and Annuity Company, Columbus, OH. The general distributor for variable products is Nationwide Investment Services Corporation, member FINRA. Funds distributed by Nationwide Fund Distributors LLC, member FINRA. Nationwide Life Insurance Company, Nationwide Life and Annuity Company, Nationwide Investment Services Corporation and Nationwide Fund Distributors are separate but affiliated companies.
Let’s Face It Together is a service mark of Nationwide Life Insurance Company. Nationwide, the Nationwide N and Eagle, and Nationwide is on your side are service marks of Nationwide Mutual Insurance Company. © 2016 Nationwide.
NFV-1069AO (2/16)
SkyIsFalling-ophobia: Your clients’ fear of
financial doomsday.
ANNUITIES | LIFE INSURANCE | RETIREMENT PLANS | MUTUAL FUNDS
Discover market insights and our mutual fund offerings at nationwidefinancial.com/insights
We’re here to helpFor more information or assistance, call your mutual funds specialist at 1-877-877-5083.
Fund AnalysisCompare up to five mutual funds or two portfolios side-by-side with our Morningstar-powered tools.
Investment Outlook & CommentaryReview the latest commentary from our experienced team at Nationwide and our subadvisors.
Mutual FundsConsider our highly-rated funds that can play a key role in a balanced portfolio.
Additional ResourcesConsider our highly-rated funds that can play a key role in a balanced portfolio.
Month 00, 2016Higher quality companies are
positioned to potentially outperform the broad equity
market.
QualityMonth 00, 2016
Conditions appear favorable for small company stocks.
Small CapsMonth 00, 2016
Global markets are ready to close the performance gap.
International
Timely Client Conversation StartersSince news headlines often drive calls from clients, we’re helping you prepare — or proactively call them — with our conversation starters. We’ll have a new one every two weeks, based on actual headlines at that time.
Get the 2nd Quarter 2016 editionFind out more about current trends for international and small-cap stocks, and the impact they may have
on your clients’ portfolios.
It’s here: Don’t wait to read the latest Nationwide Market InsightsSM
Nationwide Market InsightsSM
An experienced partner with quality mutual fundsNationwide is proud to be ranked in the top 25 of Barron’s Best Fund Families.
