Fund Marketing

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:…

Kurtosys Spotlight: Important RegTech, Silvia Sechi, podcast series

By Elliot Burr on February 15, 2019
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Welcome to our weekly digital spotlight! This week’s edition of Kurtosys Spotlight features the importance of RegTech, our very first podcast episode, webinars to watch, social media expertise , an ESG case study and the return…

Kurtosys Spotlight: CTI fund explorer, Adam Grimsley, rising insurtech

By Elliot Burr on February 8, 2019
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Welcome to our weekly digital spotlight! This week’s edition of Kurtosys Spotlight features CTI’s new fund explorer, asset and wealth management pressures, insurtech advancements, the Cross-Border Distribution Conference, more fintech partnerships and the industry’s Super Bowl…

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

By Garth Alistoun on February 5, 2019
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,…

Kurtosys Spotlight: Colin Bennett, ESG trends, top influencers

By Elliot Burr on February 1, 2019
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Welcome to our weekly digital spotlight! This week’s edition of Kurtosys Spotlight features GAM Investments’ digital leader, Hermes IM’s website update, ESG trends, secrets for advisor growth, influencer lists, and the new reality of investment managements….

Kurtosys Spotlight: CBRE Clarion Securities, Edouard Legrand, Davos

By Elliot Burr on January 25, 2019
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Welcome to our weekly digital spotlight! This week’s edition of Kurtosys Spotlight features CBRE Clarion Securities’ website, another featured digital leader in asset management, Franklin Templeton’s analysis of AI, collaboration in finance and roundups from Davos…

5 Things We Can Automate In Your Fund Factsheets

By Garth Alistoun on January 23, 2019
Things-We-Can-Automate-In-Your-Fund-Factsheets

Automating manual processes, like fund factsheet creation, is simple and advantageous. It saves time, reduces costs, lightens up the workload and minimizes errors. Nonetheless, many asset management firms are still manually and inefficiently creating fund factsheets…

Kurtosys Spotlight: BNY Mellon Market Eye, Kelli Keough, Open Banking

By Elliot Burr on January 18, 2019
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Welcome to our weekly digital spotlight! This edition of Kurtosys Spotlight features another wealth management digital leader, the perks of a certain trading platform, BNY Mellon’s content subsidiary site, optimism in wealth management and reflections after…

The top 8 fund factsheet production frustrations, and how to eradicate them

By Garth Alistoun on January 14, 2019

If you’re a fund marketer, chances are you’ll have had your fair share of fund fact sheet disasters — days where everything went wrong, the numbers didn’t add up, everyone wanted to amend their copy — the…

Kurtosys Spotlight: Graham Kellen, eagleglobal.com, robo-limitations

By Elliot Burr on January 11, 2019
Kurtosys Digital Spotlight

Welcome to our brand-new-for-2019 weekly digital spotlight! This year’s first edition of Kurtosys Spotlight features a digital leader in focus, a fresh website offering, a CIO’s perspective on the industry, music’s financial renaissance, reflections of robos…

Fund History 1774-2018 [infographic]

By Ray Aso on January 10, 2019
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Finding ourselves in a maze of mutual funds, ETFs, ESG opportunities and the like in 2019, it’s worth noting that the fund world’s tumultuous journey can even be traced back to the 17th Century in the…

AMMF #67: Fintech in 2019, MiFID II backlash, Bitcoin’s creator

By Elliot Burr on January 4, 2019

Welcome to our asset management marketing focus This week’s edition brings you the new year for wealth management, MiFID II’s problems, Orwellian fintech, and the identity of Bitcoin’s creator. Movers & Shakers Andrew Hunt Is now…

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