Articles by Paul Fawcett

Kurtosys’ Marketing Survey Reveals Increased Spending on Digital

By Paul Fawcett on November 10, 2016
kurtosys digital marketing survey 2016

Kurtosys’ 2015 Survey aimed to find out how digital marketers at asset management firms were adapting to the ever-changing landscape of technology. Whereas prior findings showed a trend in the role of marketers as supporters of…

Asset Management in the Social Era [INFOGRAPHIC]

By Paul Fawcett on August 24, 2016
Asset Management in the social era

PwC’s June 2016 report, #SocialMediaStudies: Asset Management in the Social Era, reviewed the growth of social media globally and in terms of asset management brands. They uncovered research in which 62% of millennials said that if a brand engages with…

RegTech: A FinTech Fad or Favourite?

By Paul Fawcett on July 4, 2016
RegTech ft Image

This year regulation technology or #RegTech has been the word (or should I say hashtag) on everybody’s lips (Twitter feed). Ever since Deloitte published RegTech is the New FinTech, a paper explaining this emerging sector of…

Digital Marketing at Asset Management Firms [INFOGRAPHIC]

By Paul Fawcett on November 10, 2015
digital-marketing-asset-management

Recently on our blog, we posted a roundup of the findings from our digital marketing survey that had been conducted globally through e-mail. The survey results uncovered valuable information on the challenges and goals of digital marketers at…

Part II: Audience Questions From Our Fund Websites Webinar [WordPress Security]

By Paul Fawcett on June 18, 2015
fund-websites-q-and-a

In part one of our “Audience Questions From Our Fund Websites Webinar” mini series, we answered inquiries about miscellaneous topics such as fund data and publication workflow. In this second post, we respond to the questions…

Part I: Audience Questions From Our Fund Websites Webinar

By Paul Fawcett on June 11, 2015
qanda-fund-websites

As promised in our follow-up post to our last webinar about taking back control of your investment management website, we wanted to answer the questions we were unable to address due to time constraints. They were…

Three Myths About WordPress

By Paul Fawcett on May 11, 2015
myths-about-WordPress

On May 19th, I will be hosting a webinar along with two of my colleagues Gerritt Graham and Rich Watts. It will be an engaging 45-minute webcast on how to take back the reigns of your…

12 Portfolio Management Apps for Windows Phone

By Paul Fawcett on November 24, 2014
Portfolio Management Apps for Windows Phone

Back in September we put together a concise list of 10 Portfolio Management Apps for iPad, so we thought let’s take a look at the equivalent apps available for Windows Phone. Adoption for this platform has…

Factsheet Fear Factor: Is Your Quarterly Reporting Scary?

By Paul Fawcett on October 31, 2014

Laborious. Error-prone. Outdated. Why do they sound all too familiar? They describe a fearsome time for most fund marketers — quarterly reporting. In order to manually create a fund factsheet, one must first gather all of…

10 Portfolio Management Apps for iPad

By Paul Fawcett on September 25, 2014
iPad apps for fund managers

Back at the start of 2013 we compiled a list of 10 Fund Manager apps for iPad, so we thought it was time to look around the app store once again, but this time with a focus on…

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