White Papers & eBooks
A must-read selection of white papers and eBooks for professionals in the fund marketing and investor servicing industry.

Unlock exclusive insights: The client reporting playbook
Unlock exclusive insights: The client reporting playbook. Analysing the latest trends in investor servicing and reporting. Feb 2025 Are you keeping up with the evolving

Institutional reporting survey
What institutional investors want A global asset owner survey that touches on 3 key aspects of client communication and the state of investor reporting. MAY

Elevating client reporting
Elevating client reporting: A benchmark survey for smarter solutions Prepared for Kurtosys by Adox Research September 2023 The pressure to share transparent and accurate data

25 best investment management websites revisited
25 best investment management websites 25 best investment management websites A new look at the world of investment management websites We’re back with an updated

The ESG Digital Revolution
White Paper SEPTEMBER 2021 Our study entitled “The ESG Digital Revolution” seeks to examine the current intersection between ESG data and technology and its future

25 of The Best Asset Management Websites
March 15, 2021 Asset managers’ website designs have moved on dramatically in the five years since Kurtosys last reviewed the best-designed investment management websites, in