A blog for innovative fund marketing and investor servicing professionals
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Interviews


How this Fintech influencer uses social media to drive engagement


Courtney McQuade on March 21, 2018

Social media is rarely seen as a way for an institutional consultant to engage with their clients. However, we had to pleasure to interview Danielle Guzman, whose role as a fintech influencer and social media branding expert at Mercer proves otherwise.

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Technology


Apple Asset Management? It probably will happen


Robin Powell on March 19, 2018

We already have apps designed to tackle our smartphone addiction. It would be very surprising if at least a couple of the Silicon Valley giants weren’t already planning an investing app that works along similar lines.

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Digital Marketing


AMMF #28: A demerger, crypto-wins and losses, next gen money managers


Elliot Burr on March 16, 2018

This week’s round up brings you crypto-partnerships, crypto-criticism, a strategically planned industry demerger, and fund management thoughts from International Women’s Day.

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Kurtosys Platform


Introducing Kurtosys DocPress & Enhanced Admin Features


Patrick McKenna on March 14, 2018

We’re excited to announce the latest release of Kurtosys which includes the launch of our latest document production and distribution technology, DocPress.

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Women in Finance


How this female Quant Manager found new opportunities in ETFs


Courtney McQuade on March 12, 2018

An interview with Linda Zhang, founder and CEO of Purview Investments, on her inspiring journey to becoming a leader in quantitative investing and her thoughts are on the current ETF landscape.

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Digital Marketing


Controversial ETF, China’s equity picks, data protection update [VIDEO]


Elliot Burr on March 09, 2018

This month’s video round up presents revolutionary fund launches, a data protection-themed test, gender equality studies, and more of our favourite investment industry websites. 

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Digital Marketing


8 asset management blogs you need to know about


Ray Aso on March 07, 2018

Here are 8 blogs from asset managers that we feel are leveraging the blog format (often dubbed as ‘Insights’ or ‘Resource’ centres too) to a great extent to serve as a benchmark for all content creators in financial services.

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Client Servicing


Digital tide turns towards institutional sales and marketing


Mash Patel on March 05, 2018

The asset management industry - where the life cycle of client management extends many years - has a strong case for combining the disciplines of sales, marketing and client servicing into one, writes Mash Patel.

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Digital Marketing


AMMF #27: The Royce Funds, GDPR how-to, BlueBay’s CEO


Elliot Burr on March 02, 2018

This week’s round up brings a CEO spotlight, a B2B marketing expo, all-important fund flows, and the Wernham Hogg of India’s financial industry.

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Digital Marketing


Choosing a CMS for your investment website: 9 considerations


Luke Hinchliffe on March 01, 2018

Choosing a new content management system for any website can be challenging, but for an investment management website there are even more factors to consider. We look at nine considerations we feel are critical when choosing your CMS.

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Digital Marketing


Six things the best financial videos have in common


Robin Powell on February 26, 2018

High quality videos - both technical and editorial - are essential in financial services, particularly due to challenges with compliance. Robin Powell shares six qualities that make up the best financial videos in the industry.

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Digital Marketing


AMMF #26: Major acquisition, advisor apps, Bitcoin’s “tulip mania”


Elliot Burr on February 23, 2018

This week’s round up brings gender equality studies, advisor apps, China’s new investment yearbook, and Bitcoin’s ‘tulip mania’.

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