7 Reasons Why Producing Factsheets Yourself Never Works Out The Way You Plan
August 17, 2017
You underestimate the workload If you only have a few funds, you may be thinking “how difficult can it be to produce 2 pages of copy text, with a few graphs, a few tables and some performance figures…”. So, let’s break this down further to see exactly what will be needed to produce this “simple” two-page document. Say you have 10 funds, each...
10 Signs You Should Invest in Automated Financial Reporting Technology
May 24, 2017
It is all too easy to continue with inefficient or poor reporting practices just because you ‘have always done it this way’. Take a look at the following tell-tale signs. Are any of the following sounding familiar? If, so, now is the time you need to invest in technology. 1. Your reporting cycle seems to finish just before it all starts again. Many firms operate a reporting cycle that takes almost the entire...
PRIIPs implementation pushed by 12 months.
November 15, 2016
Following a debate, The European Commission (EC) has confirmed the date for its PRIIPs regulations will be pushed to January 2018. The Packaged Retail and Insurance-based Investment Products (PRIIPs) legislation was due to come into force on 31 December 2016. Early indicators were there: in September the European Parliament (EP) rejected the regulatory technical standards (RTS) governing PRIIPs Key Information Documents (KIDs). With the College of Commissioners voting to delay the implementation, the Commission...
Are you preparing for PRIIPs?
May 20, 2016
New Rules on PRIIPs On the 7th April, the Joint Committee of the European Supervisory Authorities finished its regulatory technical standards (RTS) on KIIDs for PRIIPs. The new rules address the content and presentation of the KIDs and include: a common mandatory 3-page template for the KID, covering the texts and layouts to be used (see Annexes I, III, V and VII of the Report); a summary risk indicator of seven classes for the...
Welcome to our blog
May 11, 2016
Over the coming months, we will be updating our blog with frequent content, including thought leadership pieces, company updates and the occasional industry story or two.  ...
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