A blog for innovative fund marketing and investor servicing professionals

Smart Beta 2.0: Carving a New Pathway in the Wild West of ETFs

By Courtney McQuade on March 23, 2017
Smart Beta ETF Wild West

The world of smart beta is in its infancy. Traditional indexes are constructed based on market capitalization. Creative and resourceful individuals are turning the idea of index construction upside down on its head by introducing new…

We need more data sharing now, says wealth and fund manager Priday

By Tim Cooper on March 22, 2017

James Priday, managing director of Exeter- and London-based advisory firm Prydis Wealth and discretionary fund manager P1 Investment Management, is on a mission to revolutionise the use of technology in financial services. This includes a target…

See all of your fund data in one aggregated view

By Lily Nathanson on March 21, 2017

An integral part of the FundPress app is the ‘Funds’ tab within the data hub. Within this section, you can view and audit each component of your fund data. The Funds tab organizes all information at the fund…

Big Data Makes Big Differences for Financial Firms

By Karen Riccio on March 20, 2017
Big Data Greece

The collection of data goes all the way back to ancient times when the Library of Alexandria in Egypt served as the world’s hub for every papyrus scroll—estimated up to 700,000 or the equivalent of 100,000…

Fund Marketing Monthly: March ’17 [Video]

By Elliot Burr on March 17, 2017
March 17 Featured Image

Welcome to the Kurtosys Fund Marketing Monthly Roundup Each week, we here at Kurtosys scour the internet to find the latest tips for fund marketers and bloggers, as well as the most important news in the world…

Wealth Management: A Digital Perspective from April Rudin

By Courtney McQuade on March 16, 2017

April Rudin, a top marketing strategist for the financial services and wealth management sectors, founded her wealth management marketing firm in 2008 just as the fintech age began to ramp up, and it’s now exploding. With…

The Fintech World Series: The Netherlands

By Elliot Burr on March 14, 2017
Netherlands featured image

Fintech is exploding. It is a global industry, striving to change the future of finance. …And the future is now. At Kurtosys, we’ve set out to cover exactly what’s happening in the financial industry the world…

Ten questions to ask when choosing new fund management software

By David Prosser on March 13, 2017

New tools and technologies will enable fund managers to embrace the opportunities presented by the rapidly-evolving asset management sector, but choose wisely. Technology is already a key battleground in the fund management sector, but as digital…

Kurtosys CISO speaks at Cloud Security Expo in London

By Elliot Burr on March 12, 2017

This week, from 15th – 16th March, ExCeL London will host the Cloud Security Expo 2017, which last year (along with its co-located events) became Europe’s largest business technology event attracting 18,515 industry experts. Kurtosys Co-founder…

Friday Fund Marketing Roundup #36

By Elliot Burr on March 10, 2017

Welcome to our digital marketing round-up Here at Kurtosys we fall down the digital rabbit hole so you don’t have to. We’ve pulled out some of the best reports, eBooks and articles from the digital sphere,…

Embracing challenges is the key to success for this female fund manager’s journey

By Courtney McQuade on March 8, 2017
Gwen-Cheni Featured Image

In honor of International Women’s Day today, I’d like to shine a spotlight on an accomplished woman in the field of asset management. Women are severely underrepresented making up approximately 10% of the fund managers in…

Managing your fund document display and distribution in FundPress

By Lily Nathanson on March 7, 2017
FundPress Document-Management

FundPress can help you store and manage all of your important fund-related documents, so that the correct documents are displayed on your website and distributed to your investors. An aggregate view of every document you have…

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