Articles by Luke Hinchliffe

Using SlideShare for Fund Marketing

By Luke Hinchliffe on September 30, 2014

SlideShare is one of the great unsung heroes of the social web. Launched back in 2006, it enables users to upload PowerPoint, Keynote, PDF, infographics and video files and has an estimated 60 million visitors per…

Creating Fund Fact Sheets Using Adobe InDesign & Illustrator

By Luke Hinchliffe on September 21, 2014
Creating Fund Fact Sheets using Adobe InDesign & Illustrator

At Kurtosys one of our core strengths is producing fund fact sheets at scale. We use sophisticated data loading software in conjunction with Adobe InDesign Server to enable us to produce thousands of fact sheets in…

Significant Events in Fund History (INFOGRAPHIC)

By Luke Hinchliffe on September 16, 2014
Significant Events in Fund History (INFOGRAPHIC)

Money doesn’t grow on trees, but in the 1620s in the Netherlands, it blossomed from the ground in the form of brightly colored bulbs. This may sound like something out of a fairytale, but tulips reached…

5 Most Popular Visual Posts of 2014 (So Far)

By Luke Hinchliffe on September 11, 2014
top visuals 2014

As we wave goodbye to the summer and head upslope towards a bright new year, we took some time to review our blog content for 2014. We noticed a trend. A handful of our most viewed…

Financial Information Density — Less is More

By Luke Hinchliffe on September 2, 2014

“Information density” is a frequently used buzzword you may have seen around the web lately. In short, it refers to the amount of information that is displayed within a user interface (UI). Many web designers take information “above…

7 Tips To Creating The Perfect Client Reports [INFOGRAPHIC]

By Luke Hinchliffe on August 18, 2014

Since we love client reporting, we’ve created an infographic that provides the top seven tips for generating accurate and beautiful client reports. Wealth managers know that client reporting is the biggest opportunity to interact with investors. The…

Financial Planning: Then and Now [Infographic]

By Luke Hinchliffe on July 31, 2014
financial advisor infographic

Before financial planning was officially established as a profession, advisors were often stockbrokers, lawyers, accountants or insurance agents with an eye toward positioning wealth for their clients’ future lifestyle needs. But the world of financial planning…

The Growth and History of ETFs [Infographic]

By Luke Hinchliffe on June 9, 2014
The Growth of ETFs Infographic

Know the history of ETFs? Once an itsy-bitsy SPDR, index-based equity ETFs now draw huge inflows. A new infographic offers insight on $1.7 trillion in ETF assets. “I never thought they would be this big,” said Nathan Most, the…

Top 10 Highest Paid Hedge Fund Managers

By Luke Hinchliffe on May 13, 2014

Who are the highest earning hedge fund managers from the past year? Institutional Investor’s Alpha website published a 2014 Rich List of the 25 Highest Earning Hedge Fund Managers. We thought it would be cool to…

25 Libraries for Graphs and Charts

By Luke Hinchliffe on April 30, 2014
25 Libraries for Graphs and Charts

In recent years, there has been an explosion of tools available to designers and developers to generate charts and graphs in web pages and applications. In an arena that was once dominated by Flash or static images,…

Kurtosys Powers New Sapient Client Connect Solution

By Luke Hinchliffe on March 25, 2014

Sapient Global Markets invests in fund reporting experts Kurtosys and launches Sapient Client Connect to streamline workflow and enhance client engagement Sapient Global Markets, a division of Sapient, today announced Sapient Client Connect, a new asset…

7 Components of the Perfect Fund Data Tools [INFOGRAPHIC]

By Luke Hinchliffe on March 19, 2014
7 Components of the Perfect Fund Tools

We like to consider ourselves experts in this field. In this infographic I’m hoping to provide a few best practices when creating online widgets (which we call Fund Tools). If you’re an asset manager, you need to…