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A blog for innovative fund marketing and investor servicing professionals

How Can Asset Managers Effectively Use Twitter for Client Servicing?

By Lexi Clarke on June 25, 2015
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Last week, I was blown away after reading an article about Jun, a town in Spain, that uses Twitter to run their entire community. Jun takes to Twitter to report local news, provide job opportunities, enhance…

Financial Reporting: Our Path to Recurring Gross Margin Improvement

By Scott Gellman on June 23, 2015
financial-reporting

Many successful early stage companies focus all of their time and effort on product adoption and monetization. Ultimately, it is the right thing to do. After all, if you don’t have a minimally viable product or…

Asset Management: A Perfect Storm Brewing

By Mash Patel on June 22, 2015
perfect-storm-asset-management

Asset management is the industry vertical that covers all things “investing.” From the smallest independent “mom and pop” advisors through to the largest, global asset managers, such as Blackrock and SSGA. In between is a whole…

Part II: Audience Questions From Our Fund Websites Webinar [WordPress Security]

By Paul Fawcett on June 18, 2015
fund-websites-q-and-a

In part one of our “Audience Questions From Our Fund Websites Webinar” mini series, we answered inquiries about miscellaneous topics such as fund data and publication workflow. In this second post, we respond to the questions…

8 Impressive Stats About Digital Client Engagement

By Taranita Costales on June 16, 2015
digital-client-engagement

In today’s day and age, most consumers interact with their service providers — across many different industries such as retail, telecommunications and even healthcare — through digital touch points. You can access your phone company’s online…

Part I: Audience Questions From Our Fund Websites Webinar

By Paul Fawcett on June 11, 2015
qanda-fund-websites

As promised in our follow-up post to our last webinar about taking back control of your investment management website, we wanted to answer the questions we were unable to address due to time constraints. They were…

Sarasin & Partners Introduces Dynamic Fund Factsheet Web Tool Developed by Kurtosys

By Luke Hinchliffe on June 8, 2015
Sarasin fund tools

Widget Brings Updated Data, User Interactivity and Digital Printing to Online Fund Factsheets LONDON, UK — June, 9 2015 — Kurtosys, a global financial technology firm that creates digital marketing and reporting tools for fund managers,…

Can You Predict the Future Value of Your Investments?

By Robert Childs on June 7, 2015
predict-the-future

The short answer to the question posed in the title of this blog is “No.” But that doesn’t stop us from trying to predict the future. In a rapidly evolving investments market, we at Kurtosys and DST…

3 Ways to Measure and Boost the ROI of Social Networking

By Jay Palter on June 4, 2015
measure-roi

The question of return on investment (ROI) naturally comes up anytime someone is suggesting you invest time and resources into a new marketing strategy or tactic. So why should it be any different for social networking?…

Cloud Computing Crash Course: Private vs. Public Clouds

By Stephen Zucknovich on June 2, 2015
Private vs. Public Clouds

In my last post, I wrote about the pros and cons of open source versus closed source CMS platforms. We hope you’ve developed a stance on the debate because we will now address another popular IT…

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