A blog for innovative fund marketing and investor servicing professionals
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Digital Marketing


7 Examples of fund document libraries with good UX design


Paul Fawcett on February 13, 2018

Documents are a critical part of any investment product and so careful attention is required in presenting these on asset management websites. We look at 7 examples of good UX design in fund document libraries.

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Digital Marketing


AMMF #24: World-first ETF, power of RegTech, the ‘Wizard of Oz’


Elliot Burr on February 09, 2018

This week’s round up brings a boost to hedge funds, a financial marketing giveaway, a catch-up with GDPR, and Canada’s latest ETF world first.

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Fund Marketing


Fund industry marketing RIP


Robin Powell on February 05, 2018

It’s no secret that the fund industry is having a bad time; traditional fund industry marketing is dead, or dying. The age of the fund manager-publisher has just begun.

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Digital Marketing


Gender equality ETF, more MiFID II, fund website spotlight [VIDEO]


Elliot Burr on February 02, 2018

This month's round up presents the new wave of ETF investment opportunities, MiFID II and GDPR due dates, and our favourite recent website launches within asset management.

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FinTech


The Fintech World Series: Israel


Elliot Burr on January 31, 2018

Despite its small size and population, Israel’s rich talent pool (governed by a deep-seated sense of entrepreneurial spirit) makes for a concentrated hub of fintech potential.

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Digital Marketing


Asset Management Marketing Focus #23


Elliot Burr on January 26, 2018

This week’s round up brings huge ETF-related activity, increased cryptocurrency and MiFID II speculation and Hollywood’s shifting portrayals of financial advisors.

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Fund Marketing


Why content is the new data for financial marketers


Robin Powell on January 23, 2018

Good marketers who build their strategy on carefully-targeted, high-quality content will undoubtedly see GDPR as an opportunity, writes Robin Powell.

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Document Distribution


Using Kurtosys to store, manage & distribute all your financial documents


Alexandra Filippova on January 22, 2018

A short walkthrough of how the Kurtosys platform manages and distributes financial documents for asset managers, using metadata.

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Digital Marketing


Asset Management Marketing Focus #22


Elliot Burr on January 19, 2018

This week’s round up brings an investment behaviour quiz, more activity in SRI, movers, success stories and the unleashing of Open Banking.

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Regulation


MiFID II: The Saga Continues [Video]


Alexandra Filippova on January 17, 2018

Two weeks after the implementation of the directive, Allie Filippova from Kurtosys assesses MiFID II's past, present and future implications.

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News


Kurtosys sponsors the Cross-Border Distribution Conference, Luxembourg


Luke Hinchliffe on January 16, 2018

Kurtosys are proud to be gold sponsors of the Cross-Border Distribution Conference on the 30th of January 2018 in Luxembourg, an event hosted by Deloitte.

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Interviews


‘Trading Places’ and the trading floor: Bev Shah’s journey to FinServ CEO


Courtney McQuade on January 15, 2018

An Interview with Bev Shah, Founder & CEO of City Hive, on her past roles as trader and analyst and the founding of her own company in the current financial services industry.

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