Language Translations and Fact Sheets – Still a Struggle?

Mar 2, 2016 5:30:00 AM / by Cynthia Taylor

Topics: Streamline Fund Documentation Creation, Fund Fact Sheet

The Undertakings for Collective Investments in Transferable Securities – better known as UCITS – provide a single European regulatory framework for an investment vehicle. This regulatory uniformity makes it possible to market an investment vehicle across the EU without worrying about the country in which it is domiciled.

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The Skeleton in the Cupboard of Best-Selling Fund Managers

Feb 25, 2016 5:30:00 AM / by Cynthia Taylor

Topics: Streamline Fund Documentation Creation, Fund Fact Sheet, FinTech

How very interesting that a publication like Ignites Europe actually has a tab or “sub-tab” under Research & Data titled "Best-Selling Managers."

Articles such as, BlackRock Tops International Sales Table; State Street Dominates UK Fund Sales; BlackRock, Deutsche Dominate International Sales; and JP Morgan Dominates Cross-Borders Sales most certainly beg the question, what makes them “best-selling”?

According to Lipper’s Best-Selling Managers rankings, BlackRock was at the top of the International-Top 5 Best Selling Managers chart, measured by quarterly net sales (in millions of Euros), in Q3 2015. Clearly, BlackRock’s dominance in the league table confirms its successful deployment of marketing materials, performance reporting or other forms of investor communication. They also certainly know how to navigate the press, as all of the articles listed above with various titles relate to the same league table category.

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Mobile Traffic Surpasses Desktop Traffic – How Does This Impact Fact Sheets?

Feb 24, 2016 6:00:00 AM / by John Bartlett

Topics: Fund Fact Sheet

Here is a very interesting statistic – in November 2014 Google’s traffic from mobile devices surpassed desktops for the first time. We all love our phones and tablets, right? Think that growth is slowing down? It gets even more interesting when you think about how web traffic usage changes with age and demographic categories.

Why does this matter? Because if your Investment Fund Fact Sheet publishing strategy does not align with how the market is accessing and viewing the content, then maybe you need to think about your publishing strategy.

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How European Asset Management Regulation Has Become a Reporting Nightmare

Feb 18, 2016 5:30:00 AM / by Cynthia Taylor

Topics: Fund Regulatory Requirements, Fund Fact Sheet

An article that appeared in Ignites Europe this week highlights the increased workload and stress, which the reporting and legal teams at European asset managers are feeling in anticipation of upcoming regulatory changes and requirements initiated by MiFID II legislation. Not to mention that 30 percent of asset manager change budgets will be spent implementing the new rules, according to a survey conducted recently by Alpha FMC.  

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Is FinTech the Silver Bullet?

Feb 16, 2016 6:00:00 AM / by John Bartlett

Topics: FinTech

Do you think when you are looking for something, you see it more often? I keep seeing articles about:

  • Market “headwinds” and outflows impact on revenue and profits
  • How firms are dealing with the above
  • Technology changes

PwC recently polled 189 CEOs of asset management firms regarding risks of cyber security and opportunities with new technology. One of the findings was that 85 percent are looking at ways technology can help improve and streamline client interaction with their platforms, while 58 percent are giving priority to strategic alliances, for instance with financial technology or FinTech.

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State Street Will Save $550M Through Automation – Does Our Conversation Begin and End Here?

Feb 11, 2016 5:30:00 AM / by John Bartlett

Topics: Fund Document Automation

OK, true confession: I am an Ignites junkie. Did you see this article last week? It made my stomach turn a bit – the hard and cold realities of business.

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Airport Etiquette and Bad Process

Feb 8, 2016 5:30:00 AM / by Steve Castle

I travel quite a lot, so I have developed a set of do’s and don’ts for at the airport check-in and etiquette while on planes. I also have a pretty comprehensive list of petty annoyances, which I update regularly.

My top three check-in annoyances can include, but may not be limited to:

  1. One person with three different re-sealable bags.
  2. People who have 15 liquid items all over 100ml and no re-sealable bag, all of which are spread throughout their carry-on luggage.
  3. People who just seem to be completely unaware of where they are, or have never apparently been to an airport before.

But once you are on the plane the real fun can begin.

I happened across the list below, published by London City Airport from a passenger survey they did recently. There is a natty little info-gram that goes with the list if you wish to take a look. Here are their top three passenger complaints:

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Navigating the Next Industrial Revolution

Feb 4, 2016 5:30:00 AM / by Bill Kinnard

Topics: Fund Document Automation, FinTech

Two weeks ago many leaders from countries and organizations throughout the world attended the World Economic Forum Annual Meeting in Davos, Switzerland. The 46th annual conference attracted 2,600 attendees, including government, regulatory and corporate leaders. A key agenda segment of the conference included a theme entitled Mastering the Fourth Industrial Revolution. It considered how technological changes will alter the way we travel, live, work and do business.

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If Jon Stewart Can Burn Out at His Job, Your Team Can, Too

Feb 1, 2016 5:30:00 AM / by John Bartlett

Topics: Fund Document Automation, Streamline Fund Documentation Creation, FinTech

August 6, 2015, was Jon Stewart's last time hosting The Daily Show. After 16 years he was burned out and quit. A real loss for American television, but I get it. It happens to all of us.

In the real estate business there is a term – HIGHEST AND BEST USE – defined as the best reasonable and legal use of real estate that is possible, which if supported and is financially feasible, results in the highest value returned.

One of the strongest intellectual drivers people have is to do something well – to master something. We are born with this need. When employees feel they have mastered their jobs, their performance will skyrocket. Finding a good fit between an employee’s natural ability and interest, and the requirements for the job is crucial to meeting the master need.

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“Top Asset Manager Websites not Making the Grade." A Fair Criticism?

Jan 28, 2016 5:30:00 AM / by John Bartlett

Topics: FinTech, Asset Manager Website

In case you missed this Ignites article last week: Top asset manager websites are not making the grade. The article cites a report by MyPrivateBanking Research that “firms are already playing catch up with new financial technology companies.”

There were a couple of comments that caught my attention:

many of the websites are not able to satisfy even basic requirements for an interactive digital experience.

… the report covers a range of criteria including user experience, navigation, structure, content, interactivity, integration, social media use and mobile accessibility.

… the emergence of Fintech companies, which have brought their online presence and interactivity to a whole new level.

… significant shortcomings in what the websites provided for individual investors.

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