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Introduction
Evaluating the success of Nutmeg's socially responsible investing (SRI) option requires a comprehensive approach to product metrics. This framework will cover core metrics, supporting indicators, and risk factors while considering all key stakeholders involved in the SRI offering.
Framework Overview
I'll follow a simple success metrics framework covering product context, success metrics hierarchy, and strategic initiatives.
Step 1
Product Context
Nutmeg's socially responsible investing option is a feature within their broader investment platform that allows users to align their investments with their values. Key stakeholders include:
- Investors: Seeking financial returns while supporting ethical companies
- Nutmeg: Aiming to attract and retain socially conscious customers
- Companies in the SRI portfolio: Benefiting from increased investment
- Regulators: Ensuring compliance with SRI standards
User flow:
- Account creation and risk assessment
- Selection of SRI option
- Fund allocation and portfolio creation
- Ongoing monitoring and rebalancing
This feature aligns with Nutmeg's strategy to differentiate in the competitive robo-advisor market. Compared to competitors like Wealthsimple and Betterment, Nutmeg's SRI option aims to offer a more comprehensive and transparent approach to ethical investing.
Product Lifecycle Stage: Growth - The SRI option is gaining traction but still has significant room for expansion and refinement.
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