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.

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.

Read our latest survey results on digital trends and perspectives from 200 senior marketers working across a range of global asset management firms.

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.

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.

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.

We believe asset managers need to put personalisation at the heart of their design process in order to improve the user experience.

Marketing and servicing clients in financial services is challenging for a number of reasons. From increasing transparency to using automation, Kurtosys has a few pointers on how to build a winning strategy - and team - for your digital experience platform.

Based on recent findings and events, global asset managers are set to keep using mergers and acquisitions to strengthen and diversify. We take a look at the current state of M&A, including motivations, market trends and margin erosion.