Articles by Luke Hinchliffe

Kurtosys Secures $8M in Series C Funding; Triangle Peak Partners Joins as New Investor

By Luke Hinchliffe on December 19, 2013
true-ventures-triangle-peak-partners

New York, NY — Kurtosys Systems, a leading FinTech software company for asset managers, has secured $8 million in Series C financing from Triangle Peak Partners and existing investor, True Ventures. The investment will be used to…

Why Is Blue So Popular with Financial Brands?

By Luke Hinchliffe on November 12, 2013
Why Is Blue So Popular With Financial Brands?

Last month, I posted a blog showcasing 19 of the best-designed asset management websites. I’m pleased to say it’s become one of our most popular posts – so thanks everyone for sharing it! When I popped…

Who’s Your Average Mutual Fund Investor? [INFOGRAPHIC]

By Luke Hinchliffe on October 30, 2013
Characteristics of Mutual Fund Investors

? Jump to Infographic ? How old is the typical mutual fund investor. Did she go to college? Is she a “she” or far more likely to be a “he?” How many mutual fund investors are…

Old vs New Ways to Create a Fund Fact Sheet [INFOGRAPHIC]

By Luke Hinchliffe on October 18, 2013
Old vs New ways to create a fund fact sheet

7  comparisons between the old and new methods of fund fact sheet production In the battle to win the hearts and minds of investors, what is your fund marketing department doing to win them over? Let’s…

19 of the Best-Designed Asset Management Websites

By Luke Hinchliffe on October 16, 2013
Best-Designed Asset Management Websites

New in 2018: The 50 Best-Designed Asset Management Websites When an advisor clicks on your asset management website, they begin forming opinions straight away… and those opinions make a difference. According to Kasina, 59.7% of advisors…

7 Tips to Creating the Perfect Fund Fact Sheet [INFOGRAPHIC]

By Luke Hinchliffe on September 5, 2013
7 Tips to Creating the Perfect Fund Fact Sheet

Pointers for creating the perfect fund fact sheet If you work in Fund Marketing, then you know the importance design plays in communicating fund information to investors. From getting your branding spot on, to using chart labels,…

UK Asset Management in Figures 2012-2013 [INFOGRAPHIC]

By Luke Hinchliffe on August 19, 2013
IMA UK asset management survey infographic

An infographic based on the 2012-2013 UK Asset Management survey from the Investment Management Association (IMA). UK assets under management and funds under management are at record levels, and the UK retains its position as the second…

25 Tools for Awesome Information Design

By Luke Hinchliffe on July 31, 2013
Tools for Information Web Design

As a follow up to my post last year “A Financial Web Designer’s Toolkit” I thought it was time to revisit some of the tools that our team here have used or shared recently. When it…

Recent Mutual Fund Trends Part 2 [INFOGRAPHIC]

By Luke Hinchliffe on July 26, 2013

Kurtosys presents some recent U.S. mutual fund developments from ICI’s 2013 Investment Company Fact Book. See the trends affecting the demand for equity, bond, hybrid and money market funds. Part 1 of this infographic can be found here. Source:…

UK Funds Under Management (INFOGRAPHIC)

By Luke Hinchliffe on July 15, 2013
Funds under management infographic

Top 50 UK Companies by Total Retail and Institutional Funds under Management, including unit trusts, OEICs and ISAs. Based on the IMA Monthly Company Rankings (May 2013). Source: http://www.investmentfunds.org.uk See how Kurtosys makes Fund Marketing efficient, interactive…

Recent Mutual Fund Trends [INFOGRAPHIC]

By Luke Hinchliffe on June 4, 2013
ICI-Recent-Mutual-Fund-Trends

Recent Mutual Fund Trends based on the ICI 2013 Investment Company Fact Book – A Review of Trends and Activities in the U.S. Investment Company Industry. Source: May 2013 compilation from the 2013 Investment Company Fact Book…

10 iPad Apps for Fund Managers

By Luke Hinchliffe on January 27, 2013
iPad apps for fund managers

Since the advent of the iPad in 2010, there has been an explosion of apps available from Apple’s App Store. As of January 2013, there are more than 300,000 native iPad apps available for users. However, in the fund manager…