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.
Useful reports to assist fund marketing professionals in the financial services industry.
White Papers
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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White Papers
Tim Cooper on September 13, 2018
A growing number of UK asset managers anticipate that Brexit will have a major impact on their business models. Tim Cooper explores the potential implications and preparations that are already happening.
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White Papers
Elliot Burr on August 16, 2018
We've put together a run-through guide of the key ingredients which we believe can help asset managers to amplify their digital offerings, from content creation to website features, including some of the best industry-wide examples we could find on the web.
Read nowRegular 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.
Webinars
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
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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Webinars
Courtney McQuade on June 08, 2017
The threat landscape for financial institutions has changed considerably since the DDoS attacks of 2012. Watch this webinar with Rich Bolstridge, Chief Strategist, Financial Services, at Akamai Technologies for an overview of how the definition of “adequate cybersecurity” has shifted.
Read nowA selection of engaging industry interviews with leaders in and around the asset & wealth management industry.
Interviews
Leandi Kolver on October 03, 2018
Meagen Burnett, COO of Prudential Investment Managers outlines her vision for the South African asset management industry.
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Interviews
Leandi Kolver on September 20, 2018
Elize Botha, MD of Old Mutual Unit Trusts shares her views on the need for the asset management industry to follow responsible investment practices and other pertinent issues.
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Interviews
Sam Shaw on September 18, 2018
We interview BMO's Ross Duncton, managing director, head of marketing & direct, and Stewart Conway, head of central marketing to hear about marketing developments since their consolidation of F&C.
Read nowA selection of infographics we’ve created over the years around the asset management industry.
Infographics
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
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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Infographics
Marketing Team on September 19, 2016
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?
Read nowThe latest release news from the Kurtosys platform.
Kurtosys Platform
Leandi Kolver on September 20, 2018
We’re excited to announce the latest release of Kurtosys which includes various feature enhancements to improve document security and give you more control and flexibility.
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Kurtosys Platform
Leandi Kolver on August 21, 2018
Enterprise security features in this release provide flexible settings in line with common InfoSec requirements set by global financial institutions.
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Kurtosys Platform
Leandi Kolver on July 10, 2018
This release enhances the security of the Kurtosys platform through two-factor authentication and eases troubleshooting with the inclusion of user impersonations. Also included in this release is the introduction of custom fund and share class identifiers.
Read nowA 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.
Galleries
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
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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Galleries
Marketing Team on September 29, 2016
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
Read nowThoughts, opinions and resources for financial marketing professionals
Digital Marketing
Elliot Burr on October 19, 2018
This week’s edition brings you the Fidelity of the future, gaming’s IPO surge, further ESG importance and failed UFO investing.
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News
Elliot Burr on October 16, 2018
Kurtosys is pleased to announce that our CEO Mash Patel will be a keynote speaker at the LRI Investment Summit 2018 on Tuesday 30 October.
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Digital Marketing
Elliot Burr on October 12, 2018
This week’s edition brings you an ESG fund overhaul, irresponsible investing, a multiple ETF launch and an inflatable Bitcoin rat.
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