Fund Marketing

Kurtosys Spotlight: WealthTech100, Pascal Strölin, money market funds

By Elliot Burr on April 18, 2019
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This week’s edition of Kurtosys Spotlight features the WealthTech 100, our recent chat with Clear Path Analysis’ CEO Noel Hillmann, Pascal Strölin, TSAM’s edition in Toronto and the rise of money market funds in China. Digital…

Kurtosys Spotlight: Rodney Dickson, Morningstar Conference, London fintech

By Elliot Burr on April 12, 2019
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Welcome to our weekly digital spotlight! This week’s edition of Kurtosys Spotlight features a return for ETFs, Colonial First State’s Rodney Dickson, podcast and webinar recaps, the upcoming Morningstar conference, Game of Thrones excitement and the…

Kurtosys Spotlight: Anne-Marie McConnon, CX tips, Stackie awards

By Elliot Burr on April 5, 2019
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Welcome to our weekly digital spotlight! This week’s edition of Kurtosys Spotlight features customer experience pointers, banking futures, the state of UK sales, BNY Mellon’s Anne-Marie McConnon, a podcast with the Wealth Mosaic, and 2019’s Stackie…

Giving ETFs the Commodity-Marketing Treatment

By Carolyn Marsh on April 2, 2019
Price-Cut-ETF

The price wars in ETFs are raging on. Last month, online lending platform SoFi launched the first no-fee ETF in a disruptive move to the industry. It was bound to happen, since Fidelity got into the…

Kurtosys Spotlight: James Dunne, fund factsheet webinar, Apple Card

By Elliot Burr on March 29, 2019
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Welcome to our weekly digital spotlight! This week’s edition of Kurtosys Spotlight features five ‘building blocks’ for impact investing, Santander’s James Dunne, our podcast with Manuela Froehlich, a noteworthy webinar, and the awaited launch of the…

Kurtosys Spotlight: Jet Lali, Investec podcast, Fintech League

By Elliot Burr on March 22, 2019
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Welcome to our weekly digital spotlight! This week’s edition of Kurtosys Spotlight features more industry podcasts from the archives, State Street’s Jet Lali, women in finance events, Brexit’s ongoing effect on finserv, SEO practice for marketing,…

Kurtosys Spotlight: AGF website, LGBT+ survey, Pauline Bush

By Elliot Burr on March 15, 2019
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Welcome to our weekly digital spotlight! This week’s edition of Kurtosys Spotlight features a focus on an excellent asset management website, Hermes’ Pauline Bush, important initiatives, our podcast meeting with Scott Stevens and challenges for a…

What the FCA’s PS19/4 means for fund marketers

By Mash Patel on March 12, 2019
fund factsheets montage

Asset management is but another industry undergoing massive change. Whilst the speculative microscope can often shine on digital transformation (equally important, that must be said), compliance teams and marketers must also be aware of regulatory rules…

5 signs it’s time to consider outsourcing your fund marketing document production

By Garth Alistoun on March 9, 2019

The asset management industry is under constant pressure to keep fees as low as possible. To do this, while remaining profitable, you have to find ways to keep your business costs down. Once cost-cutting strategy that…

Kurtosys Spotlight: United accelerators, Alexia Barra, ESG: friend or foe?

By Elliot Burr on March 8, 2019
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Welcome to our weekly digital spotlight! This week’s edition of Kurtosys Spotlight features another digital leader from our updated gallery, ESG: friend or foe?, a new edition of our podcast, fintech accelerator partnerships, the changing face…

Kurtosys Spotlight: Fund communication guide, Jarlath Forde, N26

By Elliot Burr on March 1, 2019
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Welcome to our weekly digital spotlight! This week’s edition of Kurtosys Spotlight features the ultimate guide to fund communication, informative webinars past and present, challenger bank expansions, and a visual recap of last year’s fund landscape….

Kurtosys Spotlight: Women in finance, Sarah Tatjana Baier, new banks

By Elliot Burr on February 22, 2019
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Welcome to our weekly digital spotlight! This week’s edition of Kurtosys Spotlight features female empowerment in financial services, Sarah Tatjana Baier, content-focused research, new competitor banks, startup competitions, and a cat-like bank card. Digital Leader Spotlight:…

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