A blog for innovative fund marketing and investor servicing professionals
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Digital Marketing


AMMF #35: Richard Branson fund, bitcoin ban, Luxembourg limelight


Elliot Burr on May 11, 2018

This week’s round up brings you two FinServ forays for Virgin, post-MiFID II benefits, a crypto-ban, and AUM’s Luxembourg love affair.

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Wealth Management


Denying the transparency problem won’t make it disappear


Robin Powell on May 09, 2018

For Robin Powell, oil companies and asset managers have much to learn about what happened with smoking and health. The evidence is so overwhelming that fund managers may have a transparency problem.

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Digital Marketing


Speedy AM sites, martech trends, new-wave hedge funds [VIDEO]


Elliot Burr on May 04, 2018

This month’s video round up presents two world-first funds, the FCA’s surge in AM activity, the greatest marketing tech stacks, and crypto highs and lows.

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author

Digital Marketing


CMO Interview: Honing a global asset management brand


Sam Shaw on May 01, 2018

Kurtosys recently spoke with BNY Mellon Investment Management’s Anne-Marie McConnon, Chief Marketing Officer, about her recent efforts to hone the group’s multi-faceted brand, the industry’s collective need to be more consumer-focused and the rising importance of data and the digital journey.

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Digital Marketing


Asset Manager Websites Then & Now


Luke Hinchliffe on April 30, 2018

We take a look at the evolution of some large asset manager websites, from simple beginnings in the early days of the internet, to the technically advanced platforms they are today.

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Digital Marketing


11 must-hear asset management podcasts


Ray Aso on April 30, 2018

As attention-spans for long form written articles wither, asset managers are increasingly turning to podcasts to publish their market commentaries, investment insights and industry interviews. Here are eleven top examples.

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Digital Marketing


AMMF #34: MarTech stacks, Harvard hedge fund, Kanye marketing


Elliot Burr on April 27, 2018

This week’s round up brings you useful MarTech stacks, a teenage hedge fund, an AM partnership and Kanye West’s marketing tips.

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Digital Marketing


Why Panorama won’t tackle fee transparency


Robin Powell on April 26, 2018

We have still not seen the fund industry properly investigated on primetime television, despite journalists driving for fee transparency for years. Robin Powell discusses possible reasons for why a serious issue is not getting any substantial coverage on the small screen.

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Digital Marketing


What’s in your marketing tech stack?


Luke Hinchliffe on April 25, 2018

Have you ever stopped to consider how much marketing technology you are currently using at work? We look at what a marketing tech stack is. We also created our own 'stackie' to enter into Scott Brinker's Stackie Awards 2018.

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Wealth Management


What can Asset Managers learn from Millennial Investors?


Richard Watts on April 23, 2018

Asset management marketers need to learn how to adapt to the millennial mindset to reach out to the largest generation of potential investors.

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Digital Marketing


AMMF #33: Impact investing, LRI survey, Warren Buffett’s challenger


Elliot Burr on April 20, 2018

This week’s round up brings you the traditional vs robo-advisor debate, a MiFID II zombie, a social media investor survey and Warren Buffett’s biggest fan.

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author

Digital Marketing


SEO for Asset Managers – Where to Start


Alex Dixon on April 19, 2018

Search Engine Optimisation can be daunting for busy financial marketers, but a lot of it involves common sense and good quality content. We take a look at some pointers to get you started.

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