Connecting the Dots – Byron Lotter [Podcast]

By Leandi Kolver on May 14, 2019

In this latest episode of our Connecting the Dots podcast series, we chat to Byron Lotter, Director at Vestact Asset Management, based in Johannesburg. In this Podcast, Byron explains why personalisation is so important to South…

Connecting the Dots – Ben Phillips [Podcast]

By Elliot Burr on April 16, 2019

In the latest edition of our Connecting the Dots podcast, we chat with Ben Phillips, Chief Investment Officer at EventShares. Ben, based in Newport Beach California, explains how he and his business partner set up EventShares…

The Savvy Investor Awards 2018

By Andrew Perrins on December 12, 2018

Kurtosys is pleased to be partnering with Savvy Investor, the world’s leading knowledge network for institutional investors. You may wish to consider joining their platform – it’s entirely free. Savvy Investor curates the best pensions and…

BlackRock’s Michael Gruener on Thematic Investing, Active-vs-Passive & Embracing Tech

By Sam Shaw on November 20, 2018

BlackRock head of EMEA retail Michael Gruener believes the ‘active-vs-passive’ debate is now outdated, with both approaches deserving their place in investment portfolios. Speaking to Kurtosys, he foresees the proliferation of thematic investing, describes how embracing…

AMMF #57: Fidelity & Bitcoin, LRI Summit, UFO investing

By Elliot Burr on October 19, 2018

Welcome to our asset management marketing focus This week’s edition brings you the Fidelity of the future, gaming’s IPO surge, further ESG importance and failed UFO investing. Movers & Shakers Charlotte Boon Is now ➜ Sales…

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%…

How financial services tapped into the World Cup

By Elliot Burr on July 17, 2018

Oh, what a glorious year. The 2018 World Cup, first met with some skepticism, has been one of the competition’s most memorable tournaments for years, and for many reasons. Champions of Brazil’s 2014 effort Germany –…

Saving vs investing – will South Africans make the shift?

By Leandi Kolver on July 9, 2018

Most South Africans aren’t saving and investing enough for a comfortable retirement, and many of those who are saving (for retirement or otherwise) aren’t doing so smartly. This is the harsh reality. A comfortable retirement? According…

AMMF #35: Richard Branson fund, bitcoin ban, Luxembourg limelight

By Elliot Burr on May 11, 2018

Welcome to our asset management marketing roundup This week’s round up brings you two FinServ forays for Virgin, post-MiFID II benefits, a crypto-ban, and AUM’s Luxembourg love affair. Movers & Shakers Sam Blanshard Is now ➜ Head…

What can Asset Managers learn from Millennial Investors?

By Richard Watts on April 23, 2018
millennial investors

I recently gave a short presentation as part of a panel event hosted by the Financial Services Forum. Entitled What Can We Learn From Millennials?, my talk focused on the asset management industry perspective, and why marketers…

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

By Elliot Burr on March 16, 2018

Welcome to our asset management marketing roundup 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. Movers & Shakers Lee Matthews Is now ➜ Director,…

What Happens When the US Fed Dumps $4.5 Trillion in Bonds?

By Karen Riccio on September 4, 2017

The $2.7 trillion in Treasury bonds and $1.8 billion in mortgage securities the U.S. Federal Reserve built up in the wake of the 2008 financial crisis may have saved the banking system from collapse and spawned…


white paper

The Road to Digital Maturity for Investment Managers


Download White Paper