Factbook News

Five situations when you should request a Proof of Concept

November 23, 2018

Any major IT project on behalf of an asset management firm is fraught with risk. Client, market, jurisdictional, regulatory and technological changes can all derail a perfectly planned technology roll-out in asset management and the IT highway is literally strewn with abandoned, over-budget and overdue systems failures. One way of mitigating that risk is the Proof of Concept (PoC). A PoC is a limited-scale deployment of a software system within an asset...

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Factbook to attend TSAM Boston 2018, on November 15

October 29, 2018

Factbook, a specialist provider of fund reporting, marketing and data management solutions to the investment community will be exhibiting at TSAM Boston 2018. With the ever increasing pressure to do more with less, the Factbook Solutions Suite™ helps individuals and departments deliver timely and consistent automated reports in a budget squeezed and regulated world. Be it Client Reports, Fund Factsheets, RFI automation, Pitchbooks, Data Management or Data Feeds, Factbook will be on hand at our...

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Factbook applauds OMGI on winning award for best fund factsheets.

September 28, 2018

Factbook, the investment reporting specialist, extends its congratulations to Old Mutual Global Investors (OMGI) on the asset manager’s triumph at the Citywire Selector service awards. OMGI was nominated in no less than nine of the 22 categories and won the ‘Best factsheet’ provider award. In Citywire’s words: ‘High service standards are increasingly a differentiating factor for asset managers and deemed essential by fund selectors when building partnerships with third party fund groups.’ The...

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Mitigating the risk of your client reporting implementation

September 10, 2018

There are a number of perils for any vendor going into a client reporting project on behalf of an asset management firm. One such problem area is what some in the industry call ‘data interfacing’ – handling data from external sources such as benchmark data vendors, third party administrators, other vendor systems (e.g. risk or performance applications) or various inhouse systems. There are three key reasons why this issue of interfacing with data sources is...

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Days are numbered for quarterly client reporting.

August 14, 2018

I read with interest the FT’s recent article ‘The long and short of the quarterly reports controversy’ (Owen Walker, Monday July 2, 2018). The article reflects on how Paul Polman, on his first day as chief executive of Unilever in 2009, bravely ditched the FTSE 100 company’s quarterly earnings reports and with it all the other short term-focused KPIs normally included. Polman’s argument, in short, was that for a firm focused...

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Factbook to exhibit at TSAM New York 2018 on 13 June

May 21, 2018

  Factbook, a specialist provider of fund reporting, marketing and data management solutions to the investment community will be exhibiting at TSAM New York 2018. With the ever increasing pressure to do more with less, the Factbook Solutions Suite™ helps individuals and departments deliver timely and consistent automated reports in a budget squeezed and regulated world. Be it Client Reports, Fund Factsheets, RFI automation, Pitchbooks, Data Management or Data Feeds, Factbook will be on hand...

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Factbook to attend TSAM Europe 2018, London on 13 March

March 12, 2018

  Factbook, a specialist provider of fund reporting, marketing and data management solutions to the investment community will be exhibiting at TSAM London 2018. With the ever increasing pressure to do more with less, the Factbook Solutions Suite™ helps individuals and departments deliver timely and consistent automated reports in a budget squeezed and regulated world. Be it Client Reports, Fund Factsheets, RFI automation, Pitchbooks, Data Management or Data Feeds, Factbook will be on hand at...

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Top Asset Manager selects Factbook Studio10™ for Investment Reporting

January 9, 2018

Factbook, a specialist provider of client reporting, fund reporting and digital data management solutions to the investment community, today announced that a top asset manager has selected the industry leading Factbook Studio10™ reporting platform for their fund factsheet production across multiple business units. The service will encompass fund factsheets and other monthly fund reports for a number of retail and institutional applications. “This important client win serves to reaffirm the strength of Factbook’s proposition...

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Leading Global Asset Manager selects Factbook Studio10™ for Enterprise Investment Reporting.

October 8, 2016

London – 08 October 2016 Factbook, a specialist provider of client reporting, fund reporting, marketing and data management solutions to the investment community, today announced that a leading global asset manager is fully implemented on Factbook’s industry leading Studio10™ reporting platform for their enterprise investment reporting including their client reports, Quarterly Investment Reviews (QIRs) and factsheets. With a long history, proud heritage, and one of the oldest names in the industry, the asset manager also...

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Leading Wealth Management firm selects Factbook Studio10™ for Fund Factsheet Production and Data Management Automation.

July 3, 2015

Factbook, a specialist provider of client reporting, fund reporting and data management solutions to the investment community, today announced that a leading wealth management firm has signed up to Factbook’s industry leading Studio10™ reporting platform for to automate their fund factsheets and data management. “The client had a clearly defined set of goals and two main pain points. At the heart of the requirements were the ability to handle disparate data coming in from...

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