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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 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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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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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 – Dr Daniel Crosby [Podcast]


Elliot Burr on May 16, 2019

We chat with Dr Daniel Crosby, Chief Behavioural Officer at Brinker Capital about building connections through tech, clinical psychology, and tips for video content.

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Podcasts


Connecting the Dots – Byron Lotter [Podcast]


Leandi Kolver on May 14, 2019

Byron Lotter, Director at Vestact Asset Management, explains why personalisation is so important to South African investors and outlines how Vestact puts client relationships at the core of everything they do.

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Podcasts


Connecting the Dots – Dr Simon Moore [Podcast]


Elliot Burr on May 07, 2019

Dr Simon Moore (CEO at InnovationBubble) discusses marketing from psychological perspectives, touching on cognitive bias, automation and customer connection.

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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


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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Interviews


The true meaning of digital transformation and the potential of big data – Investec IMS


Leandi Kolver on March 25, 2019

Daryll Welsh, Head of Product at Investec Investment Management Services (IMS) comments on digital transformation in the South African investment space.

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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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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


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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Financial Marketing Blog

Thoughts, opinions and resources for financial marketing professionals.

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Digital Marketing


Kurtosys Spotlight: Europe’s fintech crown, Mary Jane Ajodah, a ‘new India’


Elliot Burr on May 24, 2019

This week’s edition of Kurtosys Spotlight features Mary Jane Ajodah, social media mistakes, Byron Lotter, Europe’s biggest fintech, and a ‘new India’.

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Technology


Hedge funds vs the digital world: revisiting the crypto-asset landscape


Elliot Burr on May 22, 2019

Bitcoin is once again picking up pace after a troublesome 2018, so are 'crypto hedge funds' the future of the digital wealth world?

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Digital Marketing


Kurtosys Spotlight: Paul Kay, storytelling webinar, #MentalHealthAwarenessWeek


Elliot Burr on May 17, 2019

This week’s edition of Kurtosys Spotlight features our psychological podcast with Dr Simon Moore, our successful storytelling webinar, neuroinclusion, and #MentalHealthAwarenessWeek.

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