Overview

The firms philosophy is to deliver steady, incremental gains in a clear and transparent way. They focus on creating innovative, high-quality and flexible solutions that can meet the needs of investors in a world that is constantly evolving.

Their experience, expertise and excellence in multi-asset investing provides customers with the confidence to invest in their future.

Their vision is to harness the same technologies and economies of scale that allow huge institutions to manage investments all around the world and put them to use for everyday investors.

Key Challenges

The business had clear and immediate needs for its reporting to be seamlessly transitioned into its new corporate identity following on from a demerger.

Multiple templates with varying content across classes are required to service the ever expanding investor base. Having worked with key team members for many years, Factbook were tasked to utilise their deep understanding of the firms data and reporting requirements to ensure a smooth transition in their Factsheets globally.

Factbook Expertise

Factbook treat design elements as “just another” piece of data, if there is any possibility of a logo or image changing in the future they design this into the template rules, in effect making the content dynamic where needed.

They also excel at producing various design options for the various documents. Factbook are unique in having a comprehensive set of specialist solutions from high quality client reports all the way through to fund factsheets and professional pitchbooks.

“Having worked with Factbook in the past and recognising their skill sets they were the natural choice to execute on our new branding requirements.

As well as delivering on this, they have helped to rationalise our production and we have seen a reduction in the time and resources needed to create all of our reporting documents.

The team at Factbook are very experienced and have been able to implement any request we have had over the years. They deliver what we need.” Head of Client Reporting.

So what has changed?

Factbook put great emphasis on helping define the scope of projects, this combined with a well managed implementation plan, defined milestones and targets set the stage for a successful project.

Leveraging its deep industry experience and superior solution technology, Factbook rapidly turned the initial design treatments into intelligent, workable templates that adjust with the data they are presented with. Factbook’s flexible workflows have created processes that are more transparent and more malleable.

With Factbook automation, factsheet production bandwidth is now increased, and capable of coping with growing future demands.

“We were delighted to be seleted by the management team to execute on their rebranding and factsheet project. Our investment in our data management functionality over the years and our reporting platform in general, was very much evidenced here. Storing “traditional” images and logos as dynamic objects give us extreme flexibility and minimises time for client change requests to be actioned.

 We were able to deliver their project on all accounts by utilising the advanced templating flexibility of Studio 10.

 Data files and templates have been rationalised alongside the design changes and our team have built workflows to ingest the myriad of data and produce their reports quicker than ever.

 Our clients have won design awards in the past for Factsheets that Factbook have collaboratively designed and built, and it really shows here – the end reports look stunning, which is appropriate for a firm of their quality,” said Factbook CEO Abbey Shasore.