The Real Growth podcast
A series of podcasts to keep you on the cutting edge of digital marketing in financial services.
Form N-PORT explained: the SEC proposes to undo monthly publication
The SEC proposes 45 days to file Form N-PORT, quarterly publication and fewer data items, including Names Rule fields. What it means and what to do now.
The end of the manual pitchbook
Is a good pitchbook one that looks right, or one that’s still right by the time someone opens it? Most of our industry has spent
Redefining fund factsheets: why it’s time to raise the bar
Ask five people in a factsheet sign off what belongs on page one, and you’ll get five different answers. I’ve sat through that exact disagreement
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
The EU Benchmarks Regulation shrinks: what it means for your prospectus
Since 1 January 2026 the EU Benchmarks Regulation covers far fewer indices. What changed, why prospectus register sentences go stale, and what to do.
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
PS25/20 explained: what the FCA changed in the CCI final rules
PS25/20 sets the FCA’s final CCI rules. What moved since CP24/30 on costs, risk scores and distributors, the dates that matter, and what to do in 2026.
Solving the manual reporting nightmare
In our recent blog, “The future of investment reporting: building on the data, automation and AI journey”, we explored the latest findings in our research
2026 Outlook: Leading with clarity in a world that’s moving faster
Insights from Lee Godfrey, CEO of Kurtosys The past year has been a wake-up call for business leaders everywhere. Technology is advancing at breakneck speed, markets
