White Papers & eBooks
A must-read selection of white papers and eBooks for professionals in the fund marketing and investor servicing industry.
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
Fund managers have welcomed European Union regulations allowing them to replace in-country presence with local websites. The move could help managers reduce costs, increase competition,
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
From becoming customer-centric to investing in technology, people and security. We look at five areas that investment managers need to consider on their road to
Data-driven marketing is becoming increasingly popular, with companies thinking of ways to use data to improve their marketing efforts. In this eBook we take a