May 10, 2024 Four, no FIVE things to Look for in a Content Automation Solution I’ve written and spoken frequently in the past about what asset management firms should be looking... Read More
June 10, 2021 Four Ways Asset Management Marketers Can Grow AUM The shift from active to passive investing continues to drive significant change for investment... Read More
March 1, 2021 Content Automation: A Competitive Necessity Content automation has become a necessity, rather than a luxury, for most asset managers in today’s... Read More
August 21, 2020 How much does it cost to automate factsheets? In a budget-conscious financial services industry, marketing spend is a top concern. That’s why,... Read More
January 29, 2020 Fund Fact Sheet Production: How Does Your Firm Compare? [Infographic] Have you ever wondered how your firm stacks up in terms of fund fact sheet release dates and... Read More
March 23, 2019 What’s really holding up your factsheet production? (Hint: It’s a four-letter word) Factsheets are a staple of the investment marketing collateral mix. Studies show that they are... Read More
June 19, 2014 3 keys to improving your quarter-end process I recently completed an RFP that posed this question: “Describe the factsheet production cycle... Read More
