investing

The Savvy Investor Awards 2018

By Andrew Perrins on December 12, 2018
Savvy-Investor-Awards-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-data-megatrends

BlackRock head of EMEA retail Michael Gruener believes the ‘active-vs-passive’ debate is now outdated, with both approaches deserving their place in investment portfolios.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
19-Oct-Roundup-FI

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
DFM-Sisyphus

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
World-Cup-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
11-May-Roundup-FI

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
17-March-Roundup-FI

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
Interest-Rates-Chicken

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…

The uncomfortable conversation about retirement

By Courtney McQuade on August 23, 2017
Retirement-Interview

An interview with Mariko Wilcox, Financial Advisor at Northwestern Mutual It’s easy to put off today what we need for tomorrow, but now Americans are starting to regret their procrastination of planning for retirement and, for…

Asset Management Marketing Focus #1

By Elliot Burr on July 28, 2017
28-July-Roundup-FI

Welcome to our asset management marketing roundup The world of finance is currently under a period of vast digital transformation. Traditional institutions from banks to fund managers are under increasing amounts of pressure from new technologies;…

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