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Cutting-edge resources for asset management marketers

Welcome to our Resource Center. Here you will find regular thought leadership articles, industry interviews, webinars, videos and white papers to assist professionals in the fund marketing and investor servicing industry.

White Papers & eBooks

Useful reports to assist marketing professionals in the financial services industry.

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White Papers


The Road to Digital Maturity for Investment Managers


Luke Hinchliffe on July 10, 2019

From becoming customer-centric to investing in technology, people and security. We look at five areas that investment managers need to consider on their road to digital maturity.

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White Papers


A Guide to Data-Driven Marketing in Financial Services


Leandi Kolver on May 28, 2019

Data-driven marketing is becoming increasingly popular, with companies thinking of ways to use data to improve their marketing efforts. In this eBook we take a look at data-driven marketing in the financial services industry and provide a step-by-step strategy for implementing it in your company.

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White Papers


The Guide to Fund Marketing Document Production


Luke Hinchliffe on April 01, 2019

In this 16-page eBook, we explore common aspects involved in Fund Marketing Document Production. Including common frustrations, design process, typical components, guide to automation, regulation, industry opinion and more.

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Connecting the Dots – Kurtosys Podcasts

A series of podcasts around digital marketing in financial services, with a focus on the investment management industry.

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Podcasts


Connecting the Dots – Nerina Visser [Podcast]


Leandi Kolver on July 17, 2019

In this edition of our Connecting the Dots podcast we speak to Nerina Visser, Director & co-owner at etfSA Portfolio Management Company.

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Podcasts


Connecting the Dots – Giovanni Ricciolio [Podcast]


Elliot Burr on July 08, 2019

In the latest Connecting the Dots podcast, we chat with Giovanni Ricciolio, Head of Digital Strategy and Acceleration at Generali Investments about transformation and the foundation of digital projects.

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Podcasts


Connecting the Dots – Dr Adrian Saville [Podcast]


Leandi Kolver on June 24, 2019

We speak to Dr Adrian Saville about the South African asset management and investment industry, digital tranformation and investor behaviour.

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Webinars

Regular webinar presentations, showcasing Kurtosys technology and also featuring industry guests and best practices.

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Webinars


Webinar: Successful Storytelling in Investment Management Marketing Communications


Luke Hinchliffe on May 01, 2019

Watch the webinar replay with our guests from Vested, who explore why storytelling is so important, particularly in the b2b and institutional space of investment management marketing and communications.

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Webinars


Webinar: Producing perfect fund factsheets in half the time


Leandi Kolver on March 26, 2019

We explore five ways you can move towards automating your factsheet production process so that you are not only saving on time and costs, but also meeting the compliance and regulatory needs of your business.

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Webinars


Webinar: How to build a world-class Fund Center


Leandi Kolver on February 11, 2019

Your Fund Center is the most critical aspect of your asset management website, but what does it take to make one truly world-class, and what considerations should you address beforehand?

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Industry Interviews

A selection of engaging industry interviews with leaders in and around the asset & wealth management industry.

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Interviews


Pictet’s Wendy Appleton on thematic investing, sales and Mega


Sam Shaw on June 18, 2019

Kurtosys spoke with Pictet's Head of Sales Wendy Appleton about accelerated interest in thematic investing, reaching a wider, audience and how a VR headset can show clients where their money is being invested.

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Interviews


Interview: Rich Powers on Vanguard’s ETF Costs, Innovation & Scale


Sam Shaw on May 29, 2019

Sam Shaw interviews Rich Powers from Vanguard, whose team effectively represents the voice of Vanguard ETFs (one of the market leaders) in the United States.

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Interviews


An interview with Simon Ellis, HSBC Global Asset Management


Sam Shaw on April 24, 2019

We chat with Simon Ellis, global head of client segments at HSBC Global Asset Management, about untapped client markets, and areas of the market that are set for further scrutiny.

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Galleries

A selection of galleries containing examples of the Kurtosys product offering and also collections of best-in-class industry examples of digital marketing from asset managers.

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Galleries


The Most Influential Digital Leaders in Asset Management


Marketing Team on February 04, 2019

We've compiled a list of who we consider to be the most influential digital leaders in the global asset management industry. Tell us who else should be on this list!

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Galleries


Kurtosys Widget Gallery


Marketing Team on February 05, 2018

We've put together a gallery of real-world examples of widgets that are all standardized and available from the Kurtosys platform.

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Galleries


The 50 Best-Designed Asset Management Websites


Marketing Team on April 18, 2017

We’re always on the lookout for great web design in our field of expertise, so we’ve scoured the internet to create this list of what we consider to be the top 50 best-designed asset management websites.

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Platform News

The latest release news from the Kurtosys platform.

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Kurtosys Platform


Latest Kurtosys release includes FundInfo distribution, DocPress feature enhancements


Leandi Kolver on May 14, 2019

The latest Kurtosys release includes further enhancements to the DocPress Document Production Center and Document Management modules, enabling you to distribute documents directly to FundInfo from the DocPress Document Production Center and manage your documents with more ease.

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Kurtosys Platform


Latest Kurtosys Release includes further Document Production Center enhancements


Leandi Kolver on March 14, 2019

The latest Kurtosys release includes further enhancements to the DocPress Document Production Center.

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Kurtosys Platform


Latest Kurtosys release introduces new Document Production Center features


Leandi Kolver on February 19, 2019

The latest Kurtosys release comprises significant enhancements to the DocPress Document Production Center.

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Infographics

A selection of infographics we’ve created over the years around the asset management industry.

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Infographics


Highest Earning UK Hedge Fund Managers 2019


Elliot Burr on July 15, 2019

We’ve created an infographic displaying the highest earning hedge fund managers in the UK in 2019, and the valuation differences from last year.

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Infographics


The Top 50 Asset Managers by AUM


Luke Hinchliffe on July 05, 2019

We've made an infographic of the top 50 asset managers by AUM in 2019, also showing the gains/losses from 2018. Data source: IPE Top 400 Asset Managers

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Infographics


Fund History 1774-2018


Marketing Team on January 10, 2019

We have put together a handy timeline infographic of the most significant events that have shaped the fund industry into how we see it today.

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Financial Marketing Blog

Thoughts, opinions and resources for financial marketing professionals.

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News


Kurtosys silver partners for AM Tech Day 2019 in Paris


Paul Fawcett on July 17, 2019

Kurtosys is pleased to announce that we will be silver partners at this year’s edition of AM Tech Day in Paris on Tuesday 8 October.

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Podcasts


Connecting the Dots – Nerina Visser [Podcast]


Leandi Kolver on July 17, 2019

In this edition of our Connecting the Dots podcast we speak to Nerina Visser, Director & co-owner at etfSA Portfolio Management Company.

Read now
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Data Visualization


Highest Earning UK Hedge Fund Managers 2019 [INFOGRAPHIC]


Elliot Burr on July 15, 2019

We’ve created an infographic displaying the highest earning hedge fund managers in the UK in 2019, and the valuation differences from last year.

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