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

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.
Recorded May 28 2020 33 mins
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Presented by
Mash Patel, CEO of Kurtosys and Jean-Francois Hautemulle, Founder and Principal at Terres Neuves Consulting
Presentation preview: The State of Fund Selection to ESG and the Impact of COVID-19 on the Investment

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  • The State of Fund Selection to ESG and the Impact of COVID-19 on the Investment Recorded: May 28 2020 33 mins
    Mash Patel, CEO of Kurtosys and Jean-Francois Hautemulle, Founder and Principal at Terres Neuves Consulting
    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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    Harry Thompson, Information Systems & Security Officer, Kurtosys Systems
    This webinar will cover the importance of vendor security and what role it plays when choosing an outsourcing digital solution.

    Here are key topics that we will be talking through:
    1. Understanding how security builds a trust relationship between customer and vendor
    2. Asking the right questions to match the risk profile of your solution
    3. Testing a vendor's commitment and sincerity
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    Register now to learn:
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    • How automation can help you empower your sales and marketing teams
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Automate, accelerate and amplify powerful investment experiences
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.

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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.

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  • Title: The State of Fund Selection to ESG and the Impact of COVID-19 on the Investment
  • Live at: May 28 2020 1:00 pm
  • Presented by: Mash Patel, CEO of Kurtosys and Jean-Francois Hautemulle, Founder and Principal at Terres Neuves Consulting
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