In the News

Catch up on the latest News from Assette

eVestment and Assette Team Up to Bring Better Data Integration to Asset Management Firms

29 Jun 2020

eVestment and Assette have teamed up to help asset managers integrate peer performance, key professional, fees and other data seamlessly into client and sales communications.

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Vanguard Constructs Tool to Guide Office Reopening, Sales Mtg Plans

21 Aug 2020

In a time when face-to-face meetings are nearly impossible, CEO Thusith Mahanama discusses how Assette can help an asset manager build/strengthen client trust through high impact communications.

(A subscription to Fundfire is required to view this article).

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Inst'l Sales Platform Assette Integrates eVestment Data

29 Jun 2020

Naissance Partner's Anu Heda speaks to FundFire on the Assette + eVestment partnership. "So, this type of integration will be very helpful to getting a different data pipe, which has so much rich, valuable competitive data.”

(This article requires a subscription to Fundfire)

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The Source Podcast: Bringing better data integration to asset management firms

27 Aug 2020

“As we all know, eVestment is the gold standard when it comes to data. Assette is leading the way in unified communications platforms. There are other providers that do sales and client communications, but we’re trying to look at more of a unified data approach here.”

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eVestment and Assette partner to provide data integration to asset management firms

29 Jun 2020

eVestment, an institutional investment data and analytics provider, and Assette, a sales and client communication software firm, have teamed up to help asset managers integrate peer performance, key professional, fees and other data seamlessly into client and sales communication

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Hardman Johnston Goes Live with Assette for Automated Client Reporting

27 Mar 2020

Assette is pleased to announce that Stamford, CT-based equity manager Hardman Johnston Global Advisors is now using Assette to produce and deliver client reports to institutional investors.

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SMA Manager Modernizes Tech to Improve Outreach, Efficiency

14 Feb 2020

Thusith Mahanama, Assette’s CEO, discusses why digital communication is especially important in times of poor investment performance and outflows in this FundFire article.

(Subscription to FundFire required to view article)

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Assette Brings Automation to Sales & Client Communications

04 Sep 2019

Thusith Mahanama, Assette’s CEO, discusses the benefits of sales enablement and client reporting automation for investment managers in this Emerging Manager Monthly article.

(Subscription to Emerging Manager Monthly required to view article).

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RBC GAM Revamps Distribution Tactics to Boost ESG Biz

28 Mar 2018

Thusith Mahanama, Assette’s CEO, discusses the importance of data accuracy plus tech if firms want to win smaller mandates in this FundFire article.

(Subscription to FundFire required to view article).

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How to Minimize Errors in Investment Management Marketing Material By Amy Jones, CIPM, Guardian Performance Solutions LLC, and Richard Kerr, K&L Gates LLP

04 Jan 2016

The investment management industry has automated almost every aspect of its operations over the last several decades. However, when it comes to pulling together data from different parts of the organization…

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Trust, but verify due diligence on long-only equity strategies, consultants say

26 May 2016

Article featuring comments by Thusith Mahanama, Assette’s CEO, on operational due diligence in equity investment strategies was published by Pensions & Investments.

(May require subscription to P&I to view full article).

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Investment Philosophy and Manager Evaluation, Again by John R. Minahan and Thusith I. Mahanama

26 Jan 2017

Investing involves making decisions about a future that is sufficiently uncertain that we are never quite sure if we are making the best decision.

(May require subscription to JOI to view full article).

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Canadian Manager Jarislowsky, Fraser Hires Assette for Multi-Lingual Client Portal

31 Mar 2017

Assette is pleased to announce that Jarislowsky, Fraser Limited, a leading Montreal-based global investment manager, has engaged Assette to provide its clients with enhanced online portfolio information and customized reporting.

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Mercer Modernizes Manager Database as Platform Importance Grows

23 Oct 2010

Thusith Mahanama, Assette’s CEO, discusses the growing importance and complexity of manager databases in this FundFire article.

(Subscription to FundFire required to view article).

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Assette and Eagle Investment Systems form strategic alliance.

13 Dec 2017

This partnership will provide an automated, integrated client reporting and marketing material capability to Eagle clients.

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Tech Giants Could Easily be Next Money Managers

22 Jan 2018

Thusith Mahanama, Assette’s CEO, discusses the possibility that technology companies such as Alphabet Inc., Apple Inc. and Amazon.com Inc. enter the money management space.

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Managers Supercharge Sales Process By Tapping Client Data

24 Jul 2019

Thusith Mahanama, Assette’s CEO, discusses the benefits of utilizing a single pool of data to better communicate investment decisions to institutional clients and consultants in this FundFire article.

(Subscription to FundFire required to view article).

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Data Fever Spreads to Managers' Sales Departments

30 Nov 2018

Thusith Mahanama, Assette’s CEO, discusses data analysis for institutional sales and marketing in this FundFire article.

(Subscription to FundFire required to view article).

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Fernando Villegas, Partner and Director of Trading

Assette is very reasonable to work with. Onboarding was easy, and their client service is very responsive. They’re on top of every email and inquiry. We’re very pleased with our decision to automate our client reporting process with Assette

The challenge was to find a full-service vendor who could automate the last mile of their reporting process and deliver customized report templates ...

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Mary E. Michel, Partner/Client Service

Assette software is extremely flexible. We can continue to deliver customized client reports and presentations, and give our clients the information that matters most to them. The whole process is more efficient and frees us up to focus on quality, not production.

Champlain’s personalized client service helps them develop enduring client relationships. Their client communications reflect this approach: highly detailed ...

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Brian Sullivan, Vice President of Institutional Client Service

Assette makes it easy for Marketing to provide customized reports to our clients.

With Assette, Ivy’s institutional marketing department is able to integrate more analytics into client reports and deliver them more quickly to clients ...

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Barry James, President & CEO

Assette's software has allowed us to keep our staffing levels the same, and spend more time with clients. Assette makes us more scalable and allows us to focus more on proactive client service – especially important in these difficult markets.

James is a growing investment advisor with about $2 billion in assets under management and a goal to reach $5 billion. But that growth has ...

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