The Real Growth podcast
A series of podcasts to keep you on the cutting edge of digital marketing in financial services.
Performance wins clients. Experience keeps them.
A shift in what operations really means At InvestOps this year, a consistent theme emerged across discussions. Investment operations is no longer judged only on
The ADA and digital accessibility: Why it matters for investment managers
The Americans with Disabilities Act (ADA) was introduced in 1990, long before investor portals, digital factsheets, and online reporting became standard in asset management. It
Building AI‑Ready client reporting teams
Insights from the PMCR 2026 panel discussion As firms across financial services continue navigating the realities of AI adoption, the PMCR 2026 panel on Building
Building a culture of creative problem-solvers in an AI world
In many organisations today, we’re still dragging the horse to water when it comes to AI. I can relate; the default is to stay buried
The end of the manual pitchbook
When pitchbooks are cobbled together manually, governance breaks. The solution is surprisingly simple: connect your data directly to your presentation. It’s time to stop the
Redefining fund factsheets: why it’s time to raise the bar
Fund factsheets are one of the most visible and widely used documents in asset management. For many investors, the factsheet is their first, and sometimes
Is your investor portal just a PDF warehouse?
Every asset manager faces the same dilemma. Investors want reporting that is more personalised, more timely and more interactive, yet internal teams are struggling to
Our most-read insights: Leading with clarity into 2026
The past year has reinforced what many investment firms already know: change is accelerating. Markets remain dynamic, technology continues to evolve rapidly, and client expectations are rising
One formula error away from losing the mandate: Why bespoke reporting can be a double-edged sword for client trust
For asset managers, offering bespoke Excel reporting is a powerful way to win business. Institutional clients value the flexibility; it signals a true strategic partnership