Factsheets

ABSAWith ABSA, the challenge was multi-dimensional – we had multiple data sources in differing formats, we also needed to upgrade the design of the factsheets to show the ABSA funds in their best light and also provide ABSA with a cutting edge dashboard to enable them to see exactly what was being produced, when it was produced and all the intermediate stages along the way

Client Reports

Ignis Asset ManagementLeading asset manager has improved investment reporting output, shortened delivery timescales and streamlined handling of reporting data while increasing quality – thanks to Factbook’s Investment Reporting solution

Factsheets

Lloyds Banking GroupUsing a Factbook Factsheets™ production environment, in conjunction with elements of Factbook’s Data Management™ suite, a fully automated factsheet production facility was deployed in a little under four weeks.

Factsheets

Client Reports

Portals

Merian Global InvestorsThe Factbook Solution Suite at Merian and the report documents it produces each month and quarter end are consistent, high quality documents that comply with corporate branding guidelines

Factsheets

Momentum Collective InvestmentsMomentum Collective Investments has improved fund factsheet throughput, shortened delivery timescales and streamlined handling of reporting data while increasing quality – thanks to Factbook Factsheets

Pitchbooks

PDL InternationalCorporate presentations, institutional pitch books for alternative strategies – all within scope thanks to Factbook’s reporting solutions.

Factsheets

Standard & PoorsUsing a Factbook Factsheets™ production environment, in conjunction with elements of Factbook’s Data Management™ suite, a fully automated factsheet production facility was deployed in a little under six weeks