White Papers & eBooks
A must-read selection of white papers and eBooks for professionals in the fund marketing and investor servicing industry.
UCITS White Paper
EU Rule Change Bolsters Need for Fast Localized Fund Website Platforms Fund managers have welcomed European Union regulations allowing them to replace in-country presence with
The Guide to Fund Marketing Document Production
The Guide to Fund Marketing Document Production While asset managers are widely using digital tools, they still need to produce certain documents to ensure regulatory
How Automation can Improve Delivery of Your Investor Experiences
How Automation can Improve Delivery of Your Investor Experiences At its core, automation is the use of a system to replace manual, repetitive tasks. This
ESG reporting fears push need for better communication tools
ESG reporting fears push need for better communication tools The sweeping trend towards environmental, social and governance (ESG) investing brings major revenue-creating opportunities for asset
Digital Maturity Becomes Vital to Growth for Asset & Wealth Managers
Digital Maturity Becomes Vital to Growth for Asset & Wealth Managers Many asset and wealth managers have been laggards in the area of digital transformation. However,
Asset managers work together to meet COVID-19 challenge
Asset managers work together to meet COVID-19 challenge Asset managers face unprecedented challenges due to the devastating effects of the COVID-19 outbreak. But, as with