4 Sep 2019
Assette Brings Automation to Sales & Client Communications
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).
24 Jul 2019
RBC GAM Revamps Distribution Tactics to Boost ESG Biz
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).
30 Nov 2018
Data Fever Spreads to Managers' Sales Departments
Thusith Mahanama, Assette’s CEO, discusses data analysis for institutional sales and marketing in this FundFire article.
(Subscription to FundFire required to view article).
28 Mar 2018
Managers Supercharge Sales Process By Tapping Client Data
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).
22 Jan 2018
Tech Giants Could Easily be Next Money Managers
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.
13 Dec 2017
Assette and Eagle Investment Systems form strategic alliance.
This partnership will provide an automated, integrated client reporting and marketing material capability to Eagle clients.
23 Oct 2017
Mercer Modernizes Manager Database as Platform Importance Grows
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).
27 Jun 2017
eVestment and Assette Partner to Offer Fully Automated Data Input Solution
for eVestment Omni
Through this relationship, eVestment Omni users can now use Assette to automatically generate the data files
required for upload to Omni. Assette’s software eliminates manually gathering data and creating the Excel spreadsheets
for input to Omni…
10 May 2017
CFA Society Boston FinTech Conference
Assette's CEO Thusith Mahanama discussed how FinTech can reduce operational and regulatory risks. He was joined by David Blaszkowsky, MD of Financial Semantics and Dmitry Chesnokov, Assistant Director - Supervisory Attorney and Senior Technology Officer for the US SEC's Office of Compliance Inspections and Examinations.
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.
By fully automating processes that take data from Advent APX directly into a secure, state-of-the-art client
portal…
26 Jan 2017
Investment Philosophy and Manager Evaluation, Again
by John R. Minahan and Thusith I. Mahanama
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).
16 May 2016
Trust, but verify due diligence on long-only equity strategies, consultants say
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).
19 Jan 2016
Advertising & Marketing: Best Practices to Tackle
This Perennial Challenge and Avoid Compliance Missteps
Hear critical do’s and don’ts to keep your firm on the right side of Commission advertising rules (and its many no-action letters) by registering for IA Watch’s January 26 webinar.
Click below to learn more and register.
4 Jan 2016
How to Minimize Errors in Investment Management Marketing
Material
By Amy Jones, CIPM, Guardian Performance Solutions LLC, and Richard Kerr, K&L Gates LLP
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…