Factbook News

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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London - 16 March 2015 Factbook, a specialist provider of client reporting, fund reporting and data management solutions to the investment community, today announced that another global asset management firm has signed up to their Factbook Client Reporting™ Solution using the industry leading Factbook Studio10™ technology platform. “The requirement was for a high quality client reporting tool which could not only deal with the large volumes of reports being generated, but more importantly, one that was...

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Factbook, a specialist provider of fund reporting, marketing and data management solutions to the investment community will be exhibiting at TSAM Europe 2014. 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 Reporting, Fund Factsheets, Investment Reporting, Pitch Books, Data Management, Data Feeds, Factbook will be on hand at our...

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Cape Town - 3 September 2013 Factbook, a specialist provider of fund reporting, marketing and data management solutions to the investment community today announced that one of South Africa’s largest investment houses has selected Factbook Studio 10™ for the automated production of all of their collective investments fund factsheets. John Duncan, Technical Marketing and Product Management – Momentum Collective Investments, said “The industry’s principal marketing initiative and investor feedback is provided by the production of...

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Factbook, a specialist provider of fund reporting, marketing and data management solutions to the investment community today announced the latest expansion of its global footprint with news of the launch of an office in Cape Town. Karen Coleman heads up operations in Cape Town and is delighted to have already signed Factbook’s first South African client. Coleman, who has spent over 25 years in the financial services industry, in the UK, Europe and South...

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Factbook, a specialist provider of fund reporting, marketing and data management solutions to the investment community today announces the appointment of Karen Coleman to the position Director of Business Development EMEA. “These reporting solutions have been conceived and developed by fund specialists for fund specialists – something that we simply haven’t had here in South Africa to date. Factbook's Solution Suite not only addresses the need for process automation across the reporting cycle, but...

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London - 18 July 2012 Factbook, a specialist provider of fund reporting, marketing and data management solutions to the investment community, today announces a major asset management firm has embarked on a further extension of their deployment of Factbook Investment Reporting™ Solution. Ignis’ Investment Reports are distributed to clients of varied profiles as well as investment teams. By deploying Factbook’s hosted Investment Reporting solution, Ignis now ensures that this essential element of its client communications...

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Factbook, a specialist provider of fund reporting, marketing and data management solutions to the investment community will be exhibiting at Client Reporting and Communications Conference 2011. Abbey Shasore, Factbook CEO commented, "I am pleased that, once again, Factbook will be participating in what has become a major event on the Investment Reporting calendar. Opportunities to openly discuss issues that our future clients care about, and which affect how they look after their clients, helps shape...

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Factbook, a specialist provider of fund reporting, marketing and data management solutions to the investment community today announced that another major asset management firm has signed up to their Factbook Investment Reporting™ Solution utilising Factbook’s advanced Studio 10™ technology platform. “In partnership with Factbook’s consultancy skill sets, the Factbook Investment Reporting™ solution enables the client to totally automate the production of their entire suite of performance and attribution reports” commented Bradley Fincken, Factbook...

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Legal, translation and reporting specialists have voiced fears over the burden for fund promoters under UCITS IV. Among the important legal, workflow and production challenges in meeting the KIID (Key Investor Information Documents) requirements to be implemented in July, fund managers that wish to ‘passport’ UCITS funds into other EU states will have to translate KIIDs into the local language of each country where the fund is sold. Brooke Christian of leading translation provider TransPerfect...

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