Merian Global Investors
By choosing Factbook to automate its reporting process, this leading asset manager has improved reporting output, increased data quality and reduced delivery timescales – thanks to Factbook’s Studio 10™ platform.
The Factbook Solution Suite at Merian Global Investors and the report documents it produces each month end and quarter end are consistent, high quality documents that comply with corporate branding guidelines and satisfy regulatory disclosures. From segregated account reports to factsheets and QIRs, the risks that accompany manual production processes are vastly minimised due to robust automation. Factbook Studio 10’s native functionality provides Merian Global Investors with complete flexibility in their reporting.
With Factbook automation, report production bandwidth is now increased, and capable of coping with growing future demands. In one example, monthly fund factsheet production has grown to over 4,000 each month, delivered within a few business days after month end.
“Quite simply: they delivered… Factbook people are knowledgeable, experienced and with a genuine ‘can do’. They have done what they said they would do – and that is to deliver what we need.”