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 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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White Papers


How Asset Managers are preparing for Brexit


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


Seven Key Ingredients of Asset Management Marketing


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.

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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: 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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Webinars


Webinar: Cybersecurity and the New Definition of ‘Adequate’


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.

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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


Increased collaboration can help industry overcome challenges – Prudential COO


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


Less jargon, more social responsibility – a vision for the SA asset management industry


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


BMO Marketing Perspectives: Opportunity through consolidation


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.

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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


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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Infographics


Asset Management in the Social Era


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?

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Platform News

The latest release news from the Kurtosys platform.

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Kurtosys Platform


Latest Kurtosys release introduces document watermark passwords, disclaimer & commentary hyperlinks


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


Kurtosys’ latest release introduces Enterprise Security Features


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


Latest Kurtosys release introduces 2FA, user emulation, custom identifiers


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.

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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


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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Galleries


Investor Portal Features Gallery


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

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Financial Marketing Blog

Thoughts, opinions and resources for financial marketing professionals

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Digital Marketing


AMMF #57: Fidelity & Bitcoin, LRI Summit, UFO investing


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


Kurtosys CEO talks at LRI Investment Summit 2018


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


AMMF #56: ESG focus, irresponsible investing, the Bitcoin rat


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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