Orbis Investments’ focused ethos, streamlined fund range and views on divisive fees

By Sam Shaw on November 12, 2019

Kurtosys spoke recently with Dan Brocklebank, head of UK at Orbis Investments. He walked us through the tainted history of performance fees and how their structure can mitigate the too-common conflict of interest between asset manager…

Kames’ Mark Savage on industry professionalism, overhauls and ESG considerations

By Sam Shaw on October 2, 2019

Kurtosys spoke recently to Mark Savage, head of distribution – UK & Ireland at Kames Capital. We discuss the decline of the industry’s glamour but its rise in professionalism, frustrations with outdated marketing collateral and how…

Robeco’s Jacob Buitelaar on Big Data, Quants, AI & Diversity

By Sam Shaw on July 22, 2019

Jacob Buitelaar is co-head of equity portfolio engineering & trading team at Robeco, based in Rotterdam. He spoke recently with Kurtosys, where he explained the hype versus the reality of applying big data to investment research…

Pictet’s Wendy Appleton on thematic investing, sales and Mega

By Sam Shaw on June 18, 2019

Wendy Appleton is Pictet’s Head of Sales – UK and Ireland. Kurtosys spoke with her recently about the accelerated interest in thematic investing, the power of less overt branding at reaching a new, wider, audience and…

Interview: Rich Powers on Vanguard’s ETF Costs, Innovation & Scale

By Sam Shaw on May 29, 2019

Kurtosys caught up with Rich Powers, head of US ETF product management at Vanguard. Based in the US, he is largely responsible for promoting Vanguard’s own offering and also communicating the broader ETF story, honing a…

An interview with Simon Ellis, HSBC Global Asset Management

By Sam Shaw on April 24, 2019

Kurtosys met with Simon Ellis, global head of client segments at HSBC Global Asset Management to hear his views on the two biggest (and most obvious) untapped client markets, where he thinks the regulator’s direction of…

The true meaning of digital transformation and the potential of big data – Investec IMS

By Leandi Kolver on March 25, 2019

Daryll Welsh, Head of Product at Investec Investment Management Services (IMS) comments on digital transformation in the South African investment space, discusses personalisation and AI and outlines future technology developments on the cards at Investec. Please…

Big brands vs granular communications: Schroders’ Scott McKay

By Sam Shaw on March 6, 2019

Kurtosys spoke to Schroders’ head of UK marketing Scott McKay about how integrity, focus and mutual respect are factors in achieving success, the complementary roles of big brand work through to the most granular communications and…

Next-generation technology, investors and partnerships with AXA IM

By Sam Shaw on January 31, 2019

Kurtosys spoke recently with Rob Bailey, head of wholesale distribution at AXA Investment Managers about the group’s long-term focus, the omnipresence of technology and capturing the interest of the next generation of investors. The role of…

Regulation, Fee Pressure, Political Noise: CIO Perspectives from Psigma

By Sam Shaw on January 7, 2019

As the investment community increasingly turns its hand to producing content, is it always being read by the right eyes, or is it purely for firms’ sales and marketing functions? Kurtosys recently met with Psigma Investment…

Thoughts from Miton on Content, Technology & Fund Factsheets

By Sam Shaw on December 6, 2018

Miton has been through several years of evolution including the disposal of a sister firm, the acquisition of Darwin to bolster its multi-asset offering, seven fund launches in as many years, while coping with several senior…

BlackRock’s Michael Gruener on Thematic Investing, Active-vs-Passive & Embracing Tech

By Sam Shaw on November 20, 2018

BlackRock head of EMEA retail Michael Gruener believes the ‘active-vs-passive’ debate is now outdated, with both approaches deserving their place in investment portfolios. Speaking to Kurtosys, he foresees the proliferation of thematic investing, describes how embracing…


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