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…
2 Nov 2015
Are Your Client Reports Brand-boosters or Brand-busters?
by Joyce Walsh
The next time you are creating client reports and presentations, follow these seven tried-and-true design tips to give your clients a comfortable reading experience that underscores the message you want to convey…
6 Oct 2015
Do Your Client Reports Need a Makeover?
You put on your best outfit for your first meeting with a new client. Your offices are well-appointed, fresh coffee is served in your branded mugs. You know that first impressions can make or break a relationship, and you pay attention to the details in order to make this first impression a positive one…
30 Sep 2015
2015 GIPS® ANNUAL CONFERENCE HIGHLIGHTS
The 19th Annual Global Investment Performance Standards (GIPS®)
Conference was held in San Diego, California on September 17-18, 2015.
Nearly 400 delegates from around the world attended the conference to learn about the latest developments in the GIPS standards and to network with their fellow investment performance measurement and compliance…
18 Aug 2015
15 Ways to Make Investment Reports Easier to Read
by Joyce Walsh
Most of us don’t think much about fonts, but they make a big difference in how your clients respond to the information you want to convey. Researchers at MIT found that good typography not only improved the readers’ moods, but subjects also underestimated the time it took to read the assigned text…
31 Jul 2015
Communicating Accurate Investment Results
Using automation to minimize operational, regulatory and reputational risks
Now, more than ever, asset managers
must be vigilant stewards of investment returns, calculation
methodologies and associated disclosures for any performance
data included in marketing materials…
7 Jul 2015
The Client-Savvy Colors That Make Presentations More Effective
Seven ways advisors can use color to their advantage in client reporting and marketing material
Your client reports and marketing presentations are arguably the most public face of your practice. How they look and the colors you choose affect the way clients and prospects respond to the information you want to convey…
16 Jun 2015
How to Use Color to Make an Impact
By Dan Solin
Most firms have marketing materials available on their websites and in hard copy. And every advisor communicates with clients via email and through periodic performance reports. I have yet, however, to meet an advisor who pays the same attention to these materials as they do to their clothes or the way their office is appointed…
31 Mar 2015
GIPS is Becoming a Must-Have for All Investment Managers:
Making it Easy to Adopt and Adhere to the GIPS Standards
The Global Investment Performance
Standards (GIPS®) are a set of standardized,
industrywide ethical principles
that provide investment management
firms with guidance on how to calculate
and report their investment results to
prospective clients…
23 Mar 2015
GIPS tips to avoid trouble on SEC exams
Article featuring comments by Thusith Mahanama, Assette’s CEO, on using technology to create GIPS-compliant presentations was published by IA Watch.
Click below to register for IA Watch free trial and read full article.
Assette launches “First Impressions Matter” Initiative
5 Mar 2015
Assette has partnered with Boston University Communications Professor Joyce Walsh in an initiative designed to help institutional asset managers understand the research behind the effects of color, font and
information organization choices on target audiences for client reports and marketing pitch books…
Assette Implements New Features to Automate GIPS, Firm Overview Information and More!
14 Nov 2014
Assette, the leader in cloud-based sales and client communications solutions to the institutional asset management industry, announced a number of significant enhancements
related to automating GIPS disclosure slides, firm overview information and more. “Global Investment
Performance Standards, or GIPS, is a must-have for any manager marketing to institutional clients,” according
to Paula A. Garcia, Assette’s Marketing Manager…
1 Oct 2014
Assette's Active Share article is featured on the cover of the October issue of Benefits Magazine
Active Share: Put some “Moneyball” in your next trustee meeting
How one nerdy statistic helps plan trustees see how active their managers really are…
26 Sep 2014
Assette’s article, “Are your managers as active as you think they are?” is published on Top 1000 Funds. The article explains why measuring how active asset managers actually are is useful for investors. Also, discusses how “active share” can be used by institutional investors to assess fees, measure and monitor managers styles and maintain portfolio diversification…
2 Apr 2014
The National Council on Teacher Retirement (NCTR) has published Assette’s white paper on how trustees at pension plans can use active share to fulfill fiduciary responsibilities. Active share puts a new spin on evaluating a manager’s active contribution to return and helps to quantify how active (or passive) a manager really is, the persistency of their conviction to their style mandate and the extent to which style drift affects their portfolio…
Granahan Investment Management Implements Assette’s Sales and Client Communications Software
27 Mar 2014
"Assette allows us to focus on serving our clients instead of spending time on manual work,” said Karen Agnew,
Senior Vice President and Director of Marketing for Granahan Investment Management. “The implementation
of Assette went smoothly with the process taking about six weeks. Assette’s client service was excellent during
the process."…
19 Mar 2014
Paying Active Fees for Passive Management?
Identifying truly active managers is a constant challenge for plan sponsors. The market downturn of 2007-2008 sent most managers running for the cover of their benchmarks. Many never left—they still tout an active approach, but never stray too far from the index…