The State of Fund Selection to ESG and the Impact of COVID-19 on the Investment

Presented by

Mash Patel, CEO of Kurtosys and Jean-Francois Hautemulle, Founder and Principal at Terres Neuves Consulting

About this talk

Mash Patel, CEO of Kurtosys and Jean-Francois Hautemulle, Founder and Principal at Terres Neuves Consulting, discuss key topics, from the state of fund selection to ESG and the impact of COVID-19 on the investment industry. Get direct information about the fund selector process during a period of volatility and hear more on driving effective client communications for asset managers during this crisis. Our guest speaker, Jean-Francois is the founder and principal of Terres Neuves Consulting Limited, a consultancy focusing on partnering with asset gatherers for their investment product initiatives: Strategy, Marketing, Governance, innovation. Previously, he built the Product Strategy team of JPMorgan Asset Management in EMEA in the support and growth of the JPMorgan Asset Management’s EMEA Funds Distribution platform. Before JPMorgan, Jean-Francois worked at Unicredit, where he led the Pan European Fund Selection team. He was responsible for the evaluation and selection of the funds offered by the UniCredit Private Bank in Italy, Germany, Austria and CEE. He initiated and rolled out their Preferred Partner programme, with a selection of 10 international asset managers as exclusive providers of fund solutions.

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Kurtosys empowers financial services firms to create powerful investor experiences and lasting customer relationships through efficient automation of key sales, marketing and customer service processes. The company provides an end-to-end digital experience platform (DXP) that enables firms to create, manage, publish and optimize all their financial data, documents, websites and content in a secure, compliant environment. As a result, it is trusted by the world’s leading investment brands to mitigate their risks and reduce their costs while providing the agility to ensure they are first to market. Kurtosys solutions include secure websites and portals, interactive data tools and apps, automated sales presentations, marketing collateral and reporting and document libraries.   Kurtosys infrastructure and technology is underpinned by global ISO-27001 certification in information security management, and Kurtosys teams have a deep understanding of working at scale with data, information design, industry regulations and compliance issues. Founded in 2002, Kurtosys was funded from Silicon Valley investment and operates across three global offices, employing over 200 people. The company works with some of the world’s largest financial brands, including banks, wealth managers, mutual fund providers and alternative investments.