White Papers & eBooks

A selection of white papers and eBooks to assist professionals in the Fund Marketing and Investor Servicing industry.

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White Papers


The Asset Management Digital Marketing Report 2018


Luke Hinchliffe on October 26, 2018

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

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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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White Papers


The Asset Manager’s Guide To: Improving UX Through Personalisation


Richard Watts on July 25, 2018

We believe asset managers need to put personalisation at the heart of their design process in order to improve the user experience. Rich Watts, Head of Digital, explores how investment marketers can create a winning personalisation strategy.

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White Papers


Winning Digital Strategies for Asset Managers


Patrick McKenna on May 23, 2018

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.

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White Papers


How Asset Managers are using M&A to Strengthen & Diversify


Mash Patel on April 20, 2018

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.

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White Papers


A-Z Asset Management Marketing


Elliot Burr on March 21, 2018

As an update to a popular guide we created back in 2013, we invited some of our industry friends and colleagues to contribute a term that they could relate to in marketing for asset management.

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White Papers


The Monster Guide to Fund Marketing


Luke Hinchliffe on December 15, 2017

The world of digital marketing moves at a scary pace. The rate at which digital technology is moving is superseding most CMOs' best laid strategies. Get our comprehensive guide to all things fund marketing.

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