Are we getting left behind by our clients?

By Patrick Ide on November 13, 2018

Business to business clients, across industries, are changing the way they buy – it’s a fact. But, in the asset management industry, are we doing enough to grasp this simple reality and to take the necessary…

No-fee funds: Will we all be working for free soon?

By Carolyn Marsh on September 24, 2018

There was a giant whooshing sound this month in the capital markets – the sound of nearly $1 billion flowing into the two zero-fee index funds launched in August by Fidelity. For their second act, the…

What does POPI mean for your marketing department?

By Leandi Kolver on August 22, 2018

The effective date of the South African Protection of Personal Information Act (POPI) has not yet been announced, but that doesn’t mean your organisation shouldn’t be preparing for it. Especially since the Act that was first…

What’s in your marketing tech stack?

By Luke Hinchliffe on April 25, 2018
What’s in your marketing tech stack

Have you ever stopped to consider how much marketing technology you are currently using at work? We are now so immersed in technology to facilitate our daily work, we rarely stop to look at the whole…

Digital tide turns towards institutional sales and marketing

By Mash Patel on March 5, 2018

The last 3 years have seen a big shift in attitude towards “digital transformation” across the investment industry. The range of this change has been broad, and firms of all sizes across mutual funds/ETFs, private client…

MiFID II Level 2: Sales, Distribution & Marketing…are you miffed?

By Mash Patel on October 3, 2016
MiFID-II Level 2

Firstly, I’d like to start with a disclosure: This blog is not about the legal interpretation of MiFID or an analysis of the detailed prose of the directive and associated legislation. If you do want to…

Best Practices for Sales on Social Media

By Katie Smart on September 28, 2016
sells on social media

Social media is a great tool for marketers, it increases client engagement and encourages a positive brand image. Check out our post 7 Ways for Asset Management Marketers to Begin the Social Sell However having salespeople…

16 Tools to Optimise Sales and Marketing Productivity

By Paul Fawcett on September 6, 2016
productivity tools

With endless folders, emails and projects to keep track of it can become hard to organise and prioritise your conversations and files, let alone your calendar. These are some of the tools we use internally here…


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