The Ultimate Fund Marketing Toolkit

Thought Leadership & Insights

Welcome to the Kurtosys Knowledge Center. We publish regular thought leadership articles, videos and white papers to assist professionals in the Fund Marketing and Investor Servicing industry.

Bridgeway Capital Management
Bridgeway – Building a complete digital experience for investors
Customer Success Stories  

Learn how Bridgeway Capital Management, a quantitative investment management firm based in Houston, Texas, developed a complete digital platform for their investors with Kurtosys.

Webinar: Creating Compelling Content
Webinar: Creating Compelling Content
Webinars  

We’ve teamed up with Clear Path Analysis (specialists in content marketing for institutional financial services) to present a webinar based on their recent survey “User Perspective on Content Marketing”.

Five Insights From The Women in Finance Power 100
Five Insights From The Women in Finance Power 100
White Papers  

We asked five members of the “Kurtosys Power 100: The Most Influential Women in Finance on Twitter” some questions around their social personas, the FinTech landscape and more.

Sentinel Investments website
Sentinel Investments – a digitally integrated success story
Customer Success Stories  

Sentinel, an active asset manager headquartered in Vermont, approached Kurtosys with a need or an integrated solution which would put the controls in the hands of their marketing team.

Maximizing LinkedIn for Investment Pros
Maximizing LinkedIn for Investment Pros
Webinars  

In this 25 minute presentation, we look at how to create a powerful LinkedIn profile, build your personal brand and credibility, connect with clients and get referrals, integrate LinkedIn into your daily routine and even how to make use of the LinkedIn API.

white paper
10 Ways Asset Managers benefit using Kurtosys
White Papers  

Kurtosys provides an industry class digital experience platform for financial services companies – but what are the obvious benefits? What makes Kurtosys different from a design or marketing agency? We’ve put together a list of 10 benefits that asset managers can access by using Kurtosys.

The Investment Management Digital Marketing Survey 2016
The Investment Management Digital Marketing Survey 2016
White Papers  

In our third annual digital marketing survey, we report on the array of technology and digital touch points investment marketers utilize as they are pressured to increase sales and efficiency.

Investor Portal Features
Investor Portal Features Gallery
Galleries  

We’ve put together some of the features from our Investor Portal into a gallery to give you an idea of how we have been improving the user experience for investors and advisors

recent events in fund history infographic
Recent Events in Fund History
Infographics  

The history of funds is full of industry defining moments. We've made an infographic of some of the most historic events moving from C20th – C21st.

asset management in the social era
Asset Management in the Social Era
Infographics  

Asset management in the social era means that 89% of asset management brands are active on social media, is this enough to keep up with millennials?