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News


2018 – A Year in Numbers


Scott Gellman on January 28, 2019

2018 was the strongest year in Kurtosys’ history. Our CFO/COO Scott Gellman reflects on the milestones that the company made last year.

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Document Distribution


7 Reasons why doting on digital won’t mean the end of fund documents


Garth Alistoun on January 27, 2019

A list of seven reasons why doting on digital doesn’t mean an end to the importance of document management and production in asset management.

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Digital Marketing


Kurtosys Spotlight: CBRE Clarion Securities, Edouard Legrand, Davos


Elliot Burr on January 25, 2019

This week’s edition of Kurtosys Spotlight features CBRE Clarion Securities’ website, Franklin Templeton’s analysis of AI, collaboration in finance and roundups from Davos 2019.

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author

Fund Marketing


5 Things We Can Automate In Your Fund Factsheets


Garth Alistoun on January 23, 2019

Automating fund factsheets is advantageous and simple in most cases. We've highlighted 5 key areas that can be automated to save you time and reduce stress.

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author

Digital Marketing


Kurtosys Spotlight: BNY Mellon Market Eye, Kelli Keough, Open Banking


Elliot Burr on January 18, 2019

This edition of Kurtosys Spotlight features the perks of a certain trading platform, BNY Mellon’s content subsidiary site and reflections on Open Banking.

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author

Fund Marketing


The top 8 fund factsheet production frustrations, and how to eradicate them


Garth Alistoun on January 14, 2019

We’ve made a list of the top eight factsheet production issues you are likely to encounter – and what you can do to eradicate them.

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author

Digital Marketing


Kurtosys Spotlight: Graham Kellen, eagleglobal.com, robo-limitations


Elliot Burr on January 11, 2019

This week’s first edition of Kurtosys Spotlight features a CIO's perspective, music’s financial renaissance, reflections on robos and marketing wizardry in fintech.

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author

Data Visualization


Fund History 1774-2018 [infographic]


Ray Aso on January 10, 2019

We have put together a handy timeline infographic of the most significant events that have shaped the fund industry into how we see it today.

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author

Interviews


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


Sam Shaw on January 07, 2019

Sam Shaw talks with Psigma Investment Management’s chief investment officer, Tom Becket, who shares his views on today’s “saturated” industry as we enter a new year.

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author

Digital Marketing


AMMF #67: Fintech in 2019, MiFID II backlash, Bitcoin’s creator


Elliot Burr on January 04, 2019

This week’s edition brings you the new year for wealth management, MiFID II’s problems, Orwellian fintech, and the identity of Bitcoin’s creator.

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author

Digital Marketing


AMMF #66: 2018 in review, young investor gifts, New Year trends


Elliot Burr on December 20, 2018

This week’s edition brings you views the year in review, global digital banking, new pension problems, 2019’s trends and Christmas gifts for young investors.

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author

Digital Marketing


The Top 7 Digital Marketing Trends to Hit Financial Services in 2019


Leandi Kolver on December 17, 2018

We’ve lined up the top 7 digital marketing trends expected to shape financial services marketing in the year to come.

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