Portfolio Marketing Communications

Marketing, PR and content creation consultancy, specialising in financial software (front to back offices) and investment management consulting firms. Led by a Chartered Marketer with over 25 years' experience, we will form an integral part of your team. Key disciplines: Outsourcing Strategy Writing PR Creative Social

Company Insights

Dark memories: Coronavirus and the spectral return of exposure management

8th June 2020

As with the 2008 market crash, the coronavirus has brought the issue of exposure management to prominence once again. Recent market volatility has sent shockwaves through the financial community and resurfaced some dark memories that most of us would prefer to forget. When the markets are fluctuating at an alarming rate, asset owners in...
Ten things you need to know about the Shareholder Rights Directive II

25th March 2020

The clock is ticking on the European Union (EU)’s Shareholder Rights Directive II (SRD II), which comes into force on 3 September 2020. It’s part of a cross-sector industry initiative to improve the existing set of standards on corporate actions and general meetings for listed equities, whilst addressing other issues for which the...
The new radicals: a better approach to wealth technology

9th December 2019

The wealth industry has never found it easy to implement systems and adapt to new technologies. One reason for this is that there is a cultural divide between people who work in IT and people who manage money. That gap is reducing but nevertheless it remains. Compounding the issue, the technology landscape is now changing faster than ever and...
The future of client reporting and the need for joined-up thinking

15th May 2019

Client reporting is often seen as the sterile end of any investment process; a cost of doing business rather than an area that can add value for the end investor. Much of this perception is due to a lack of joined-up thinking on the part of the industry (investment managers, consultants and software vendors) concerning...
“System consolidation will solve all your operational problems, Sergei. Simples!” Well, maybe not, Aleksandr

18th March 2019

For buy-side firms, the need to manage operations with more efficiency has never been greater, for two key reasons. For many years the industry as a whole has been witnessing fee compression, coupled with a focus on fee transparency among the regulators in a quest for value for money on behalf of end investors. This fee compression has been...
Getting the best from the client-vendor relationship

21st January 2019

For buy-side firms, the need to manage operations with more efficiency has never been greater. Rising regulatory costs and fee compression driven by passive funds have caused asset managers to scrutinise every area of their processes like never before. The relationship between an asset manager and its vendor partners is one such domain that is...
The malevolent finale to Mifid II

14th November 2018

Cost disclosure may well yet prove to be the most pernicious element of the EU’s entire consumer protection strategy. Part of Mifid II, these changes apply to all wealth management transactions where there is a cost of investing money in the market. Some advisers refer to the aggregated information on costs and charges that they...