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 marketing professionals in the financial services industry.
White Papers
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
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
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.
Read nowA series of podcasts around digital marketing in financial services, with a focus on the investment management industry.
Podcasts
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
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
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.
Read nowRegular webinar presentations, showcasing Kurtosys technology and also featuring industry guests and best practices.
Webinars
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
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
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?
Read nowA selection of engaging industry interviews with leaders in and around the asset & wealth management industry.
Interviews
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
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
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.
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 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
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.
Read nowThe latest release news from the Kurtosys platform.
Kurtosys Platform
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
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
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.
Read nowA selection of infographics we’ve created over the years around the asset management industry.
Infographics
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
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
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
Read nowThoughts, opinions and resources for financial marketing professionals.
Interviews
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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Fund Marketing Friday
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
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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