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Insights
Investment reporting: sophistication doesn’t have to mean complexityJust because you are looking for more sophistication in your investment reporting, this doesn’t have to result in more complexity, writes Abbey Shasore, CEO, Factbook. The primary driver for most firms that are looking to upgrade their investment reporting is processes – it is taking far too long and there are very few controls in place.… Read More
April 18, 2023
Insights,  Client Reporting Insights
Three ways to tell if your client reporting is at the heart of your client servicing.Is your client reporting merely a ‘box’ at the end of the investment lifecycle that requires a tick for completion? Or is it just one element in a much greater sphere of influence that includes client service, marketing, performance and even compliance? Is your reporting a two-way street – offering tools where clients can interrogate.
March 3, 2023
Insights
Mandatory vs discretionary documentation: a tale of two processes?What impact, if any, does the obligation around issuing documentation have on how they are produced within asset management firms? For example, are mandatory documents such as KIIDs (or KIDs) dealt with differently to discretionary documents such as factsheets? The co-existence of mandatory versus discretionary documentation within client reporting is an interesting one.
November 16, 2022
Insights
The key to unlocking your golden source reporting dataWithin the buy-side there is a strong argument for committing fund data into a single repository, fit for any purpose – but especially for investment reporting. In this way investment management firms can seamlessly improve the timeliness, volume and personalisation of their reporting outputs – whilst potentially also using less resource and mitigating risk. Many… Read More
November 2, 2022
News,  Factbook News
LGPS Central selects Factbook for factsheets, client reports and data automationFOR IMMEDIATE RELEASE LGPS Central selects Factbook for factsheets, client reports and data automation Factbook, a specialist provider of client reporting, fund reporting and data automation solutions to the investment community, today announces that LGPS Central has selected Factbook’s industry leading Studio10™ technology platform to populate and produce their Client Reports, Factsheets and automate their… Read More
August 9, 2022
News,  Factbook News
Investment reporting firm Factbook and consultancy ICC ink partnershipLondon-based investment reporting specialists Factbook and U.S. based investment operations consultancy ICC today announce a partnership to deliver implementation expertize and resources around the Factbook reporting software. ICC (Investment Conversions & Consulting, Inc.) was established in 1993 to provide institutional investors with exceptional quality management consulting and technical services for the investment management industry.… Read More
July 8, 2022