Investment Management Roundup – Special Edition: 6.5.15

Summer’s finally here! And while living isn’t necessarily easy, it’s sure more pleasant in our neck of the woods these days.

Every summer needs a good reading list, and we’re obliging with a curated list of some of the most popular white papers, published articles and guest blog posts we’ve written over the last year or so. And while we don’t expect you to trade in your newest summer thriller or romance novel, our selections have the distinct advantage of being a) relatively short, b) very readable and c) a quick way to catch up on work-related topics without feeling like you’re actually working!

So enjoy! And don’t forget the hat, sunscreen and sunglasses!

#MarketingAndClientCommunication

Assette Whitepapers
“First Impressions Matter: The Importance of Typography in Investment Management Presentations and Reporting”
Assette | assette.com | 4.24.15

“First Impressions Matter: The Importance of Color in Investment Management Presentations and Reporting”
Assette | assette.com | 4.24.15

#ComplianceReporting

Published Articles and Guest Posts
“A primer on GIPS compliance and verification for financial advisors”
Amy Jones, CIPM, Guardian Performance Solutions; Thusith Mahanama, CEO, Assette | Nerd’s Eye View | kitces.com | 5.12.15

“GIPS is becoming a must-have for all investment managers: Making it easy to adopt and adhere to the GIPS standards”
Amy Jones, CIPM, Guardian Performance Solutions; Thusith Mahanama, CEO, Assette | IAA Newsletter: Compliance Corner | investmentadvisor.org | 4.15.15

Assette Whitepapers
“Are your firm’s GIPS® materials current?”
Amy Jones, CIPM | Guardian Performance Solutions LLC | Guest Author | assette.com | 1.16.15

#PerformanceStuff

Published Articles and Guest Posts
“Active share: Put some ‘Moneyball’ in your next trustee meeting”
Thusith Mahanama, CEO | Assette | Author | Benefits Magazine | www.ifebp.org | October 2014

“Are your managers as active as you think they are?”
Thusith Mahanama, CEO | Assette |Guest Post Author | Top1000Funds Blog www.top1000Funds.com | Posted by Amanda White | 9.26.14

“How institutional investors can use active share to fulfill fiduciary responsibilities”
Thusith Mahanama, CEO | Assette | Author | Published by National Conference of Teachers Retirement | www.nctr.org | 2.14.14



Note: Full access to some of the articles above may require subscription.

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Want to learn about how to automatically create sales pitch books, client reports and provide online access to clients and consultants? Visit www.assette.com.

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