Fund Marketing

AMMF #65: A year of ETFs, fintech niches, Bitcoin memes

By Elliot Burr on December 14, 2018
14-Dec-Roundup-FI

Welcome to our asset management marketing focus This week’s edition brings you views from the future, a year of ETFs, Christmas social media campaigns, and Bitcoin memes. Movers & Shakers Borja Fernández-Galiano Is now ➜ Director…

AMMF #64: Marketing masterclass, GDPR returns, investing in alpacas

By Elliot Burr on December 7, 2018
6-Dec-FI

Welcome to our asset management marketing focus This week’s edition brings you a marketing masterclass, GDPR reflections, a blockchain revelation for the FSI, and alpaca investments. Movers & Shakers Michele Colavito Is now ➜ Sales Manager,…

AMMF #63: Quant fund newbie, ESG problem, life on Bitcoin

By Elliot Burr on November 30, 2018
30-Nov-Roundup-FI

Welcome to our asset management marketing focus This week’s edition brings you a new quant funds player, fintech’s forward thinking, the ‘S’ in ESG, and living life on only Bitcoin. Movers & Shakers Derek Brander Is…

AMMF #62: Charitable fund, Fintech100, MiFID II returns

By Elliot Burr on November 23, 2018
23-Nov-Roundup-FI

Welcome to our asset management marketing focus This week’s edition brings you a charitable fund initiative, the new Fintech100, Black Friday/Black Monday and the ghost of MiFID II. Movers & Shakers Camilla McKane Is now ➜…

Why Email Blasts Are Dead and Marketing Automation is Thriving

By Dan Sondhelm on November 21, 2018
evolution

As the financial services world continues its slow crawl into the digital age, boutique asset management firms and mutual fund companies are facing new challenges in marketing and growing their businesses. Many firms have reached a…

AMMF #61: Gender equality lens, website launch, Stan Lee

By Elliot Burr on November 16, 2018
16-Nov-Roundup-FI

Welcome to our asset management marketing focus This week’s edition brings you a gender equality assessment tool, a brand new website launch, Brexit effects and Stan Lee’s impact on finance. Movers & Shakers Mandy Lui Is…

The Changing Face of Investment Management

By Andrew Perrins on November 12, 2018
Savvy Investor

The evolving future of asset management The papers below examine the changing face of investment management, both from an Asset Owner and an Asset Manager perspective. Leading investment consultants, bfinance, report on how asset owners are…

AMMF #60: Website rebrand, ESG definitions, crypto giveaway

By Elliot Burr on November 9, 2018
9-Nov-Roundup-FI

Welcome to our asset management marketing focus This week’s edition brings you a rebranded website, economic novels, the true meaning of ESG and a monumental crypto giveaway. Movers & Shakers Nadine Killoran Is now ➜ Senior…

How to reach more South African investors through digital tools

By Leandi Kolver on November 7, 2018

Most South Africans will not be able to retire comfortably. Based on current data, this is a fact. A recent study by 10X Investments showed that 62% of South Africans are not confident that they will…

Personalisation a key priority for financial marketing in 2019 [Survey]

By Paul Fawcett on November 6, 2018
Personalisation-Survey

Kurtosys has just released the 2018 edition for its annual survey, now in its fifth year, looking into how marketing within asset management firms is changing and adapting to the effects of digitalisation.   This year…

AMMF #59: Brexit breakthroughs, Bitcoin’s birthday, advisory horror stories

By Elliot Burr on November 2, 2018
2-Nov-Roundup-FI

Welcome to our asset management marketing focus This week’s edition brings you the 20 biggest wealth firms, an awards ceremony, Brexit breakthroughs and advisory horror stories. Movers & Shakers Margaux Del Valle Is now ➜ Senior…

AMMF #58: New property fund, bitcoin wallet, SA investor behaviour

By Leandi Kolver on October 26, 2018

Welcome to our asset management marketing focus This week’s roundup brings you information on a new property fund and a recently launched bitcoin wallet, sheds light on South African investment trends and provides advice on how…