Mandatory vs discretionary documentation: a tale of two processes?Are KIIDs, KIDs and factsheets really such different production challenges? This article looks at why asset managers should stop treating mandatory and discretionary documentation as separate worlds, and instead focus on shared data, joined-up workflows and a more holistic reporting process. It also reflects the updated FCA CCI framework and what it means for clearer, more consumer-focused documentation.
March 13, 2026Inside the Judging of the Top 10 Fund FactsheetsSelecting the Top 10 Fund Factsheets involved far more than comparing designs. In this discussion, Factbook’s judges explain the methodology behind the review, the debates that shaped the final list, and what the exercise revealed about the state of modern investment reporting.
March 11, 2026Top 10 Fund Factsheets: What the Top 10 did differentlyThere were several things that the best fund factsheets did differently to the rest. This article explores those areas and provides useful guidance for every team responsible for factsheet production.
January 28, 2026Top 10 Fund Factsheets 2025: a SWOT analysisThis article explores the strengths, weaknesses, opportunities and threats facing fund factsheets, and highlights what reporting teams can do to future proof factsheet production and address weaknesses.
January 28, 2026Top 10 Fund Factsheets 2025: The revealWelcome to Factbook's inaugural annual countdown of the Top 10 Factsheets of the Year. From over 200 factsheets to the final 10, the Factbook team put their years of experience to the test to bring you the best factsheets that UK registered for sale funds have to offer.
December 16, 2025Top 10 Fund Factsheets 2025: Noticeable TrendsDuring our review of more than 200 factsheets for UK registered for sale funds, several themes emerged. This post dives into those to explore what trends we noticed in factsheet production in 2025.
December 15, 2025Top 10 Fund Factsheets 2025: The Judging CriteriaFind out what judging criteria we used to assess over 200 fund factsheets to bring you the Top 10 Fund Factsheets 2025.
December 14, 2025Top 10 Fund Factsheets 2025: Meet the JudgesMeet the judging panel for Factbook's inaugural annual review of the Top 10 Factsheets of the year.
December 13, 2025