White Papers & eBooks
A must-read selection of white papers and eBooks for professionals in the fund marketing and investor servicing industry.
MiFID II for Asset Managers: Threat or Opportunity?
The European Union (EU) MiFID II regulations, which come into effect in January 2018, will have a huge impact on the asset management industry. Software
A Guide to the Young Investor
Kurtosys presents a short guide explaining what asset management firms can do to make investing an understandable concept for young people and how to connect
Future of the Asset Management Industry – Eight Perspectives
We asked eight leading financial professionals: “Where do you see the asset management industry in 5 years?”. Read their responses across a broad range of
Improving Sales Enablement for Asset Managers
Financial data is the bedrock for sales teams in FinServ, so in this paper we attempt to address some of the most pertinent issues that
Five Insights From The Women in Finance Power 100
We asked five esteemed members of the “Kurtosys Power 100: The Most Influential Women in Finance on Twitter” some questions around their social personas, the
Outsourcing vs In-House IT
In-house IT teams are struggling during the shift to digital, as clients are expecting asset managers to keep up. Here we take a look at: