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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


How asset managers are becoming more customer centric


Tim Cooper on August 05, 2019

Investment firms are looking for ways to gain market share to counter the increasing stress on margins from pressure on fees, mounting costs and the growing regulatory burden. We explore how leading asset managers are refocusing towards customer centricity.

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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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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 – Winnie Sun [Podcast]


Elliot Burr on October 16, 2019

We chat with Sun Group WP's co-founder Winnie Sun about social media influencing, HQ video tips, and 'delighting yourself and clients' through content.

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Podcasts


Connecting the Dots – Olivier Khatib [Podcast]


Elliot Burr on September 25, 2019

We chat with Olivier Khatib, CTO and Chief Data Scientist at Sensefolio, about all things machine learning, data gathering and ESG strategy.

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Podcasts


Connecting the Dots – Simon Mott [Podcast]


Elliot Burr on September 05, 2019

We chat with HANetf's Global Head of Marketing Simon Mott about building a marketing strategy from scratch, differentiating your brand and repurposing.

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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


Orbis Investments’ focused ethos, streamlined fund range and views on divisive fees


Sam Shaw on November 12, 2019

Sam Shaw spoke with Dan Brocklebank, head of UK at Orbis Investments, on the tainted history of performance fees and how their structure can mitigate the too-common conflict of interest between asset manager and client.

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Interviews


Kames’ Mark Savage on industry professionalism, overhauls and ESG considerations


Sam Shaw on October 02, 2019

Mark Savage, head of distribution – UK & Ireland at Kames Capital, discusses the decline of the industry’s glamour, rise in professionalism, outdated marketing collateral and the industry's future.

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Interviews


Robeco’s Jacob Buitelaar on Big Data, Quants, AI & Diversity


Sam Shaw on July 22, 2019

Jacob Buitelaar from Robeco discusses real applications of big data; the concept of diversity; and customisable quant or factor-based strategies leading to greater inclusion in client portfolios.

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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 DXM domain management upgrade, document distribution enhancements


Leandi Kolver on October 31, 2019

We’re excited to announce the latest Kurtosys release which comprises DXM domain management upgrades and Document Production Center feature enhancements to further improve the user experience of our platform. 

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Kurtosys Platform


Latest Kurtosys release introduces deeper snapshot integration, enhanced functionality


Leandi Kolver on September 18, 2019

We’re excited to announce the latest Kurtosys release which comprises deeper snapshot integration for WordPress sites.

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Kurtosys Platform


New, rebranded Kurtosys UI now live


Leandi Kolver on September 18, 2019

We are pleased to announce that the new Kurtosys platform UI is now live. With the latest release we’ve made various UX improvements to the platform.

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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 US Hedge Fund Managers 2019


Elliot Burr on July 24, 2019

We've created a handy infographic displaying the highest earning hedge fund managers in the USA, and their gains (or losses) from the past year.

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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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Financial Marketing Blog

Thoughts, opinions and resources for financial marketing professionals.

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Interviews


Orbis Investments’ focused ethos, streamlined fund range and views on divisive fees


Sam Shaw on November 12, 2019

Sam Shaw spoke with Dan Brocklebank, head of UK at Orbis Investments, on the tainted history of performance fees and how their structure can mitigate the too-common conflict of interest between asset manager and client.

Read now
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Fund Marketing Friday


Kurtosys Spotlight: Tammy Cash, Asset Management in 2020, IAM Conference


Leandi Kolver on November 08, 2019

This week’s edition of Kurtosys Spotlight features Horizons Exchange Traded Funds’ Tammy Cash, the future outlook of the global asset management industry, the IAM Asset Management Conference taking place later this month and the challenges keeping top financial advisors up at night.

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Digital Marketing


15 excellently designed insurance and insurtech websites


Elliot Burr on November 06, 2019

Both traditional insurance players and disruptive insurtech companies boast well-designed web experiences: here are our top 15 picks.

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