A blog for innovative fund marketing and investor servicing professionals
author

Digital Marketing


AMMF #36: Huge AI hire, craft beers & FinServ, Flintstone cash


Elliot Burr on May 18, 2018

This week’s round up brings you a huge AI development, a re-entry into Chinese investments, the craft beers of FinServ, and The Flintstones.  

Read now
author

Digital Marketing


Asset Manager Logos Then & Now


Elliot Burr on May 14, 2018

We’ve dug deep into the web to see exactly how asset managers have embraced the new logo revolution. From then to now, here’s a selection of the industry’s logo rebrands, from the sensational to the subtle, the majestic to the minimalist.

Read now
author

Digital Marketing


AMMF #35: Richard Branson fund, bitcoin ban, Luxembourg limelight


Elliot Burr on May 11, 2018

This week’s round up brings you two FinServ forays for Virgin, post-MiFID II benefits, a crypto-ban, and AUM’s Luxembourg love affair.

Read now
author

Wealth Management


Denying the transparency problem won’t make it disappear


Robin Powell on May 09, 2018

For Robin Powell, oil companies and asset managers have much to learn about what happened with smoking and health. The evidence is so overwhelming that fund managers have a transparency problem, and denying it only makes you look foolish or, far worse, greedy and exploitative.

Read now
author

Digital Marketing


Speedy AM sites, martech trends, new-wave hedge funds [VIDEO]


Elliot Burr on May 04, 2018

This month’s video round up presents two world-first funds, the FCA’s surge in AM activity, the greatest marketing tech stacks, and crypto highs and lows.

Read now
author

Digital Marketing


CMO Interview: Honing a global asset management brand


Sam Shaw on May 01, 2018

Kurtosys recently spoke with BNY Mellon Investment Management’s Anne-Marie McConnon, Chief Marketing Officer, about her recent efforts to hone the group’s multi-faceted brand, the industry’s collective need to be more consumer-focused and the rising importance of data and the digital journey.

Read now
author

Digital Marketing


Asset Manager Websites Then & Now


Luke Hinchliffe on April 30, 2018

We take a look at the evolution of some large asset manager websites, from simple beginnings in the early days of the internet, to the technically advanced platforms they are today.

Read now
author

Digital Marketing


AMMF #34: MarTech stacks, Harvard hedge fund, Kanye marketing


Elliot Burr on April 27, 2018

This week’s round up brings you useful MarTech stacks, a teenage hedge fund, an AM partnership and Kanye West’s marketing tips.

Read now
author

Digital Marketing


Why Panorama won’t tackle fee transparency


Robin Powell on April 26, 2018

We have still not seen the fund industry properly investigated on primetime television, despite journalists driving for fee transparency for years. Robin Powell discusses possible reasons for why a serious issue is not getting any substantial coverage on the small screen.

Read now
author

Digital Marketing


What’s in your marketing tech stack?


Luke Hinchliffe on April 25, 2018

Have you ever stopped to consider how much marketing technology you are currently using at work? We look at what a marketing tech stack is. We also created our own 'stackie' to enter into Scott Brinker's Stackie Awards 2018.

Read now
author

Wealth Management


What can Asset Managers learn from Millennial Investors?


Richard Watts on April 23, 2018

Asset management marketers need to learn how to adapt to the millennial mindset to reach out to the largest generation of potential investors.

Read now
author

Digital Marketing


AMMF #33: Impact investing, LRI survey, Warren Buffett’s challenger


Elliot Burr on April 20, 2018

This week’s round up brings you the traditional vs robo-advisor debate, a MiFID II zombie, a social media investor survey and Warren Buffett’s biggest fan.

Read now