fund management

Keeping culture amid acquisitions: an interview with Liontrust’s John Ions

By Sam Shaw on October 24, 2018

Liontrust chief executive John Ions has overseen the group’s expansion from a £1bn boutique to a sizeable player in the asset management space, currently standing at just over £12bn AUM. He tells Kurtosys how his company’s…

Kurtosys CEO talks at LRI Investment Summit 2018

By Elliot Burr on October 16, 2018

Kurtosys is pleased to announce that our CEO Mash Patel will be a keynote speaker at the LRI Investment Summit 2018 on Tuesday 30 October. The annual conference acts as a remarkable networking opportunity for the…

Opinion: Is it time for the DFM to RIP?

By Robin Powell on September 27, 2018

Financial professionals of the future will struggle to get their heads around some of the ways we currently do things. The reliance of financial advisers on discretionary fund management (DFM) is a good example. Around 37%…

Why Panorama won’t tackle fee transparency

By Robin Powell on April 26, 2018

At long last, we’re starting to see serious coverage of transparency issues in asset management in the UK press. For many years, it’s been blogs like mine, The Evidence-Based Investor, and groups like the Transparency Task…

‘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…

Investment Marketing: Savvy Investor’s 12 Top White Papers

By Andrew Perrins on September 7, 2017
Savvy Investor

Twelve top papers for investment marketers Savvy Investor has grown tremendously since launch in March 2015. We recently hit 20,000 members worldwide and are the leading platform for the distribution and promotion of white paper research…

Embracing challenges is the key to success for this female fund manager’s journey

By Courtney McQuade on March 8, 2017
Gwen-Cheni Featured Image

In honor of International Women’s Day today, I’d like to shine a spotlight on an accomplished woman in the field of asset management. Women are severely underrepresented making up approximately 10% of the fund managers in…

How to author and manage fund data commentaries using FundPress

By Patrick McKenna on February 22, 2017
FundPress Commentaries

Our FundPress cloud-based platform makes authoring, publishing and managing your fund commentaries a streamlined exercise, with the workflow centralized all in one place. A user can add a new ‘commentary type’ within the Data Dictionary tab,…

Robo-Advisors: It’s all about people

By Courtney McQuade on November 30, 2016

Investors today want to find a safe place to learn about investing where they feel comfortable enough to ask questions. Can FinTech and Robo-Advisors be the answer? I had the opportunity to speak with Krysten Merriman, head of marketing for…

Savvy Investor’s top papers for Investment Marketing Professionals

By Andrew Perrins on October 31, 2016
Savvy Investor

The 10 most popular papers of the last quarter  Savvy Investor has grown quickly since launch and is now the world’s leading platform for the distribution and promotion of white papers to institutional investors. Over 11,000…

UCITS and the rebirth of hedge funds

By Hannah Smith on October 25, 2016

Hedge funds as a whole have struggled to perform in the last couple of years, with mediocre returns dragging down the average, despite decent returns from a few standout funds. In 2015, hedge funds delivered their…

Are Smart ETFs Too Good to Be True?

By Karen Riccio on October 19, 2016

One of the first rules we are encouraged to follow as investors is “if it sounds too good to be true, it probably is.” For me, the jury is still out on whether smart beta ETFs…