White Papers & eBooks
A must-read selection of white papers and eBooks for professionals in the fund marketing and investor servicing industry.

The Benefits of Using Microsites for Fund Marketing
Microsites have long played a part in the digital marketing toolbox. This white paper provides tips for fund marketers on when to use microsites and

10 SEO mistakes to avoid on your investment website
We take a look at ten fundamental SEO pitfalls that we often see in asset management websites in this free white paper. Most are simple

The Simple Guide to Social Media for Asset Managers
For asset managers who are thinking about developing an effective social media presence, this white paper gives some pointers on what financial marketers can learn

How to Build a Content-Rich Fund Website that Performs
Fund marketers need the ability to easily publish complex data and content for investors and intermediaries, with a great design and UX built-in. We explore

The Future of Client Reporting
Many internal and external factors are radically changing global wealth management. Discover how upgrading client reporting technology can maximize the client experience and drive higher

Marketing Automation for Fund Managers
How can marketing automation work alongside a fund manager’s website? In this white paper, we look at some of the most common and beneficial features