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


Savvy Investor’s Best Investment Industry Paper Award 2017


Andrew Perrins on December 11, 2017

Results from the Savvy Investor Awards: papers judged on the basis of their quality and readability and appeal to their institutional investor audience.

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Digital Marketing


Asset Management Marketing Focus #18


Elliot Burr on December 08, 2017

This week’s round up brings you new industry movers and shakers, the future of UK asset management, mythical ETFs and some early Christmas cheer.

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FinTech


The Fintech World Series: India


Elliot Burr on December 06, 2017

Despite its largely underbanked population, a noteworthy talent pool and government initiatives can eventually make India a financially inclusive nation.

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Client Servicing


Why fund managers need to watch their language


Luke Hinchliffe on December 05, 2017

If fund managers can attract large numbers of new, misleadingly less lucrative clients, then they could bring a significant boost to a firm’s AuM targets.

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Digital Marketing


Asset Management Marketing Focus #17


Elliot Burr on December 01, 2017

This week’s round up brings you multiple ETF predictions, new movers and shakers, some financial theory, and just how funny financial marketing can be.

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News


Kurtosys CFO speaks at Technology CFO and Executive Summit


Elliot Burr on November 30, 2017

On Wednesday 6th December, Kurtosys’ COO and CFO Scott Gellman is a guest speaker at Withum’s Technology CFO and Executive Summit.

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Interviews


Is Wall Street still a bastion of male domination?


Courtney McQuade on November 27, 2017

We asked three distinguished female leaders within the financial services industry what their experiences have been as women in finance.

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Digital Marketing


Asset Management Marketing Focus #16


Elliot Burr on November 24, 2017

This week’s round up brings you essential industry reports, a 2017 financial marketing retrospect, new movers and shakers and a fund launch first in Europe.

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Company Culture


Kurtosys’ Country Hopper: An Interview with Paulo Rasteiro


Elliot Burr on November 22, 2017

An interview with Paulo Rasteiro, Data Solutions Manager at Kurtosys who discusses his journey into tech and the working cultures of Cape Town and London.

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Technology


Moving to the cloud will make asset management more secure


Mash Patel on November 20, 2017

By moving operations to the cloud and using two-factor authentication, asset managers can cure many data protection and security headaches at a stroke.

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Digital Marketing


Asset Management Marketing Focus #15


Elliot Burr on November 17, 2017

This week’s round up brings you back-to-back SRI fund launches, new starters, predictions for 2018 and a GoT-themed GDPR warning.

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Technology


Can continuous authentication counter rising cybercrime?


Tim Cooper on November 15, 2017

Most online financial services accounts ask users for multiple authentication factors when logging in - processes that are being bypassed by criminals.

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