White Papers & eBooks
A must-read selection of white papers and eBooks for professionals in the fund marketing and investor servicing industry.
EU rule change bolsters need for fast, localized fund website platforms Fund managers have welcomed European Union regulations allowing them to replace in-country presence with
How asset managers can create powerful client experiences with self-serve software Very few software options have been available to help asset managers with their marketing
Many asset and wealth managers have been laggards in the area of digital transformation. However, these late developers must reach digital maturity – which means integrating
The sweeping trend towards environmental, social and governance (ESG) investing brings major revenue-creating opportunities for asset managers – but only if they can report their
Investment firms are looking for ways to gain market share to counter the increasing stress on margins from pressure on fees, mounting costs and the