fund factsheets

7 Examples of fund document libraries with good UX design

By Paul Fawcett on February 13, 2018
fund-document-libraries

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
nyc-stock-exchange

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…

How South Korea’s mutual fund pioneer embraces digital disruption

By Courtney McQuade on September 25, 2017
Seoul

An Interview with Matthew Morgan, Global Strategic Marketing & Business Development Manager at Mirae Asset Global Investments The asset management industry has been notoriously slow in the adoption of technology. Competition and now better regulation are fueling…

Choreographing the perfect marketing strategy for asset management

By Courtney McQuade on September 6, 2017
LRI-Luxembourg

An interview with Dr. Catherine Burgy, Head of Marketing & Corporate Communications at LRI Group Marketing is sometimes a complicated dance of information and sales. It requires a deep understanding of the business, the client and…

The Future of Fund Factsheets: 8 Industry Insights

By Courtney McQuade on July 6, 2017
Fund-Factsheets

Having already looked at what the future of asset management will be, we at Kurtosys are also specifically curious as to how the financial sector views the role that fund factsheets play. Are traditional fund factsheets…

Kurtosys releases major feature update to FundPress

By Patrick McKenna on January 28, 2017
Data Healthcheck

LONDON – 28 January 2017. We’re delighted to announce the latest release of FundPress, which includes a number of major feature updates. Whilst our FundPress customers are already enjoying the core benefits such as Data Healthcheck, Data…

When it comes to the levered ETF crowd, timeliness is the key

By Courtney McQuade on September 26, 2016
levered etfs

We sat down with Andy O’Rourke, the Chief Marketing Officer at Direxion Funds, whose high-octane ETFs are well known by the trader community and tactical advisors. How would you describe Direxion and its range of products…

Digital Factsheets – The Future has Arrived

By Mash Patel on June 15, 2016
fund factsheets montage

The FundForum conference, this year held in the more austere setting of Berlin, always seems to infuse some much needed energy into our industry and provide executives with their annual opportunity to reflect on the challenges…

2015 Digital Marketing Practices at Asset Management Firms

By Luke Hinchliffe on October 22, 2015
digital-marketing-survey

What are the top challenges for digital marketers at asset management firms? What are the goals of digital marketing programs at firms? What are the most important channels for digital marketers? All of these questions and…

Bridging the Divide: How Asset Managers Moved Closer to Their End Clients

By Hannah Smith on July 7, 2015
bridge-the-gap

The way we consume information has been reinvented since the relatively recent development of smartphones. The appetite for apps is stronger than ever, people are increasingly using tablets for business purposes, and smartwatches look set to…

Being Part of a Team: My Life as a Kurtosys Intern

By Pete Chitvicheankul on May 8, 2015

Meet Pete – a Kurtosys intern in the engineering department. Learn what it was like for him to go from a relaxed university schedule to a dynamic and challenging professional environment. When I first decided to…

5 Things We Can Automate In Your Fund Factsheets

By Gerritt Graham on April 24, 2015
Fund Factsheet Automation

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 firms are still manually and inefficiently creating fund factsheets. Technology does…