For 40 years, Royce & Associates, investment adviser to The Royce Funds, has used a disciplined, value-oriented approach to select micro-cap and small-cap companies. Orion partnered with Royce to rethink its online presence to better reflect its unique value proposition and culture.

Site Strategy

Orion developed a user experience strategy around the organization’s differentiating identity, which included three key identifiers: it’s Thought Leadership, People, and Products. In addition, three main user goals were identified: Find, Contact, and Monitor. This became the primary organizing principle for the website and allowed for streamlining content and navigation across the site.

It’s all about the People

Royce’s active management philosophy resulted in loyal clients/customers who followed individual managers over the funds themselves. As such, Orion created a holistic space to showcase Royce individuals and their years of experience, years at Royce, thought leadership, funds and insights all in one central place. Orion also recommended new, more informal photography to better reflect the people behind the funds.

…and the Thinking

Royce’s history of thought leadership is concisely reflected in the primary navigation. Timely commentary, insights and topical expertise are made available, continually demonstrating Royce’s subject matter expertise. The editorial position for the entire site was to “talk up” to clients/customers. The website was positioned as a publishing platform for Royce insights.

Offerings at-a-glance

Product pages feature an at-a-glance summary of each fund, including quick stats and iconography, investment objectives, approach, management team, and insights—allowing for information browsing. For further deep-diving into content, detailed performance, risk, composition, distribution, fees and expenses are aggregated together within clearly distinguishable groupings.

At any screen size

Orion’s responsive solution focuses on an elegant translation between desktop, tablet and mobile platform. The design is optimized for scannability and an online reading experience geared for both short and long-form content.

Notables:

  • UX repositioned to reflect company culture and brand attributes
  • Content strategy cross promotes organization’s key differentiators
  • Surfaced the people and thought leadership behind product offerings
  • Implemented visual system for differentiating products
  • Centralized fund data and information
  • Robust responsive design solution for content and data rich site
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