Factbook News

LGPS Central selects Factbook for factsheets, client reports and data automation

FOR 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 data ingress processes. “We faced a number of challenges with complex processes. Handling and transforming data from custodians and...

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Investment reporting firm Factbook and consultancy ICC ink partnership

London-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. The firm’s proficiency covers both the business and the technical aspects of investment systems for insurance, banking, asset...

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Important message from Factbook – Business Continuity During the Covid-19 Pandemic

Factbook continues to operate business as usual. All our services and solution systems and platforms are up and running. Our people are practising social distancing in line with advices and instruction from the government and its health advisers. In these quite remarkable and unprecedented times our highest priorities are keeping our staff safe and ensuring our continued ability to serve our clients. We began implementing social distancing measures two weeks ago; initially with curtailed, and...

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Factbook to sponsor TSAM London 2020, on 10 March

Factbook, a specialist provider of fund reporting, marketing and data management solutions to the investment community will be exhibiting at TSAM London 2020. 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 to attend TSAM Boston 2018, on November 15

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.

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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Factbook to exhibit at TSAM New York 2018 on 13 June

  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

  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

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.

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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