ABSA Fund Managers has improved fund factsheet throughput, shortened delivery timescales and streamlined handling of reporting data while increasing quality — thanks to Factbook Factsheets.

With ABSA, the challenge was multi-dimensional – we had multiple data sources in differing formats, we also needed to upgrade the design of the factsheets to show the ABSA funds in their best light and also provide ABSA with a cutting edge dashboard to enable them to see exactly what was being produced, when it was produced and all the intermediate stages along the way

Factsheets

ABSA – increasing efficiency, and that’s a fact

Leading asset manager has improved investment reporting output, shortened delivery timescales and streamlined handling of reporting data while increasing quality – thanks to Factbook’s Investment Reporting solution.

Leading asset manager has improved investment reporting output, shortened delivery timescales and streamlined handling of reporting data while increasing quality – thanks to Factbook’s Investment Reporting solution

Client Reports

Great Expectations: multi-asset reporting at Ignis Asset Management

Lloyds Banking Group was formed on the 19th of January 2009.Lloyds Banking Group has the biggest private shareholder base in the country.The Group has over 30 million customers and is the UK’s leading provider of current accounts, savings, personal loans, credit cards and mortgages.Lloyds Banking Group has approximately 120,000 colleagues across the UK.Operating a multi-brand strategy, the Groups main brands include; Lloyds TSB, Bank of Scotland, Halifax, Scottish Widows and Cheltenham & Gloucester.

Using a Factbook Factsheets™ production environment, in conjunction with elements of Factbook’s Data Management™ suite, a fully automated factsheet production facility was deployed in a little under four weeks.

Lloyds Banking background

By choosing Factbook to automate its reporting process, this leading asset manager has improved reporting output, increased data quality and reduced delivery timescales – thanks to Factbook’s Studio 10™ platform.

The Factbook Solution Suite at Merian and the report documents it produces each month and quarter end are consistent, high quality documents that comply with corporate branding guidelines

Portals

Merian: Art, Science and Award Winning automated reporting

Momentum Collective Investments has improved fund factsheet throughput, shortened delivery timescales and streamlined handling of reporting data while increasing quality – thanks to Factbook Factsheets.

Momentum Collective Investments has improved fund factsheet throughput, shortened delivery timescales and streamlined handling of reporting data while increasing quality – thanks to Factbook Factsheets

Not just a pretty interface: Automated fund factsheet production platform at Momentum Collective Investments

Corporate presentations, institutional pitch books for alternative strategies – all within scope thanks to Factbook’s reporting solutions.

Corporate presentations, institutional pitch books for alternative strategies – all within scope thanks to Factbook’s reporting solutions.

Pitchbooks

Factbook Pitchbooks gets the message across at PDL International

With offices in 23 countries and a history that dates back 150 years, Standard & Poor’s is known to investors worldwide as a leader of financial-market intelligence. Approximately $1.1 trillion in investment assets is directly tied to S&P indexes, and more than $3.5 trillion is benchmarked to the S&P 500 – more than any other index in the world.

Using a Factbook Factsheets™ production environment, in conjunction with elements of Factbook’s Data Management™ suite, a fully automated factsheet production facility was deployed in a little under six weeks

Standard & Poor’s is known to investors worldwide as a leader of financial-market intelligence

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