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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 fund marketing professionals in the financial services industry.

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White Papers


The Fintech Effect on Asset Managers


Tim Cooper on February 06, 2019

Technology will be by far the most disruptive factor in the asset management industry in coming years, yet many incumbent players are unprepared for the upheaval.

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White Papers


The Asset Management Digital Marketing Report 2018


Luke Hinchliffe on October 26, 2018

Read our latest survey results on digital trends and perspectives from 200 senior marketers working across a range of global asset management firms.

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White Papers


The Fund Marketer’s Guide to Reaching South African Millennial Investors


Leandi Kolver on October 19, 2018

South African millennials are not investing as much as they should for a comfortable retirement. In this white paper we take a look at the reasons for this lack of investment and provide advice on what fund marketers can do to attract more millennials to their funds.

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Webinars

Regular webinar presentations, hosted by Kurtosys, featuring industry guest speakers offering insights to a range of digital topics for digital marketers who work in asset management.

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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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Webinars


Webinar: What can we learn from Millennials?


Luke Hinchliffe on September 18, 2018

What can we learn from Millennials when it comes to their investing habits? Kim Bell from Bdifferent (Financial Services Market Research), explores results from their UK study of 1,000 Millennials. Rich Watts adds the Kurtosys digital perspective.

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Webinars


Webinar: Moving the Conversation Forward


Courtney McQuade on October 13, 2017

Watch the replay of this guest webinar with Richard Lander from Citywire. Backed by data from Citywire's 2017 survey of 174 advisers and wealth managers, Richard explores some of the challenges and questions facing content marketers in financial services.

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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


Big brands vs granular communications: Schroders’ Scott McKay


Sam Shaw on March 06, 2019

Kurtosys spoke to Schroders’ head of UK marketing Scott McKay about the roles of big brand work to the most granular communications and offers some smart advice for marketers without the deepest of pockets.

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Interviews


Next-generation technology, investors and partnerships with AXA IM


Sam Shaw on January 31, 2019

Rob Bailey, head of wholesale distribution at AXA Investment Managers, chats about their long-term focus and capturing the next generation of investors.

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Interviews


Regulation, Fee Pressure, Political Noise: CIO Perspectives from Psigma


Sam Shaw on January 07, 2019

Sam Shaw talks with Psigma Investment Management’s chief investment officer, Tom Becket, who shares his views on today’s “saturated” industry as we enter a new year.

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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


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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Infographics


8 Elements of a Great Fund Explorer


Marketing Team on August 20, 2018

What elements on a fund explorer make for a better UX for investors? We made an infographic with 8 components that can make a fund explorer great.

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Infographics


Recent Events in Fund History


Marketing Team on September 19, 2016

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.

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Platform News

The latest release news from the Kurtosys platform.

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Kurtosys Platform


Latest Kurtosys Release includes further Document Production Center enchancements


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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Kurtosys Platform


Latest Kurtosys release introduces new Segmentation List features


Leandi Kolver on December 11, 2018

The Kurtosys release comprises enhancements to the Segmentation Lists module that will help you improve the accuracy of your data while saving time.

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Product 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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Financial Marketing Blog

Thoughts, opinions and resources for financial marketing professionals

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Podcasts


Connecting the Dots – Daryll Welsh [Podcast]


Leandi Kolver on March 19, 2019

Daryll Welsh, comments on digital transformation in the South African investment space and discusses personalisation and AI .

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Digital Marketing


Kurtosys Spotlight: AGF website, LGBT+ survey, Pauline Bush


Elliot Burr on March 15, 2019

This week’s edition of Kurtosys Spotlight features an excellent asset management website, Hermes’ Pauline Bush, our podcast meeting with Scott Stevens and challenges for a challenger bank.  

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Kurtosys Platform


Latest Kurtosys Release includes further Document Production Center enchancements


Leandi Kolver on March 14, 2019

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

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