fund factsheets

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…

Latest Kurtosys Release includes further Document Production Center enhancements

By Leandi Kolver on March 14, 2019

The latest Kurtosys release includes further enhancements to the DocPress Document Production Center, following on from the range of new features included in the February 2019 release. The new features will help you streamline your document…

What the FCA’s PS19/4 means for fund marketers

By Mash Patel on March 12, 2019
fund factsheets montage

Asset management is but another industry undergoing massive change. Whilst the speculative microscope can often shine on digital transformation (equally important, that must be said), compliance teams and marketers must also be aware of regulatory rules…

7 Tips to Creating the Perfect Fund Fact Sheet [INFOGRAPHIC]

By Garth Alistoun on February 5, 2019
7 Tips to Creating the Perfect Fund Fact Sheet

Pointers for creating the perfect fund fact sheet If you work in Fund Marketing, then you know the importance design plays in communicating fund information to investors. From getting your branding spot on, to using chart labels,…

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…

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

By Garth Alistoun on January 27, 2019

The asset management industry is on a voyage of digital discovery, with firms spending more than ever before on digital marketing and tools. Firms of every size are beginning to understand how digital channels can help…

5 Things We Can Automate In Your Fund Factsheets

By Garth Alistoun on January 23, 2019

Automating manual processes, like fund factsheet creation, is simple and advantageous. It saves time, reduces costs, lightens up the workload and minimizes errors. Nonetheless, many asset management firms are still manually and inefficiently creating fund factsheets…

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

By Garth Alistoun on January 14, 2019

If you’re a fund marketer, chances are you’ll have had your fair share of fund fact sheet disasters — days where everything went wrong, the numbers didn’t add up, everyone wanted to amend their copy — the…

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…

‘No company without technology’: Jupiter’s Paul Kay on data science

By Sam Shaw on June 27, 2018

Paul Kay, Jupiter’s head of technology, reveals some lessons from his previous roles in the banking sector, lays out his ambitions for improving the group’s capabilities in data science and admits his bias in believing technology…

7 Examples of fund document libraries with good UX design

By Paul Fawcett on February 13, 2018

Documents are a critical part of any investment product and so careful attention is required in presenting these on asset management websites. This is especially important for those investment managers literally generating thousands of documents across…

‘Trading Places’ and the trading floor: Bev Shah’s journey to FinServ CEO

By Courtney McQuade on January 15, 2018

An Interview with Bev Shah, Founder & CEO of City Hive – Women in Asset and Investment Management What drew you into the financial services industry? It was the film Trading Places. I watched it in my…


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