Weekly Briefings

Receive our weekly updates that focus on educational content and practice management ideas for investment managers.

Planning for 2018: Attribution Analysis for Content Marketing

By Graig Norden August 29, 2017

To increase the value proposition of a business, you must do something cheaper, or do it better.

Attribution Analysis – It’s not just for Portfolios

By Bob Dryzgula August 15, 2017

The investment community has been using portfolio attribution for over 3 decades. While the..

Harvest Data Roundup - Vol. 1

By Alex Bisberg April 20, 2017

(With help from Austin Teague, Marketing & Data Insights Analyst, and Bob Dryzgula, Chief..

Why We Don’t Use Amazon to Host our Website

By Sital Patel March 6, 2017

Harvest stopped using Amazon Web Service to host it's website a few years ago, after Harvest..

What Asset Managers Need to do to Get Rid of Friction

By Sital Patel March 1, 2017

Good relationships are all about getting rid of friction and interruptions.

Best Distribution platform? Thank You Very Much.

By Sital Patel March 1, 2017

 Every financial  firm needs distribution channel to get their message out. But the key is using..

Why Data Rooms and Email are Old News

By Sital Patel March 1, 2017

Let’s be honest, how many people go to your Data room now? 

The Technological Revolution Isn't Coming to Asset Management - It's Already Here

By Peter Hans February 13, 2017

The asset management industry sits at a fascinating technological crossroads. On one hand, you..