Fund factsheets: process perfect or manual miseryProducing regular factsheets on fund composition and performance is a key task within asset management. Consistency, accuracy, quality and timely delivery are absolutely essential. Nevertheless, some investment firms still struggle with getting the basics right in their factsheet production: they are still focused on arduous manual inputting rather than opening up new, automated ways of communicating fund information to their clients.
May 27, 2025Transforming Investment Reporting: How to turn challenges into opportunitiesInvestment managers are acutely aware that reporting represents a fundamental element of client communications. The ability to provide informative, timely, accurate, and high-quality information to investors cannot be overstated.
April 17, 2025ESG and client reporting: navigating the complex landscape of sustainability disclosure.ESG regulations are constantly evolving and seek to increase transparency in sustainability claims. The SFDR and CSRD are two notable disclosure regulations that have a profound impact on client reporting practices, suggests Abbey Shasore, CEO, factbook.
August 22, 2024How to leave a legacy in investment reporting.Changing the pattern of an asset manager's thinking about legacy reporting systems will ultimately improve the business's bottom line, but a pragmatic approach is essential, suggests Abbey Shasore, CEO, Factbook.
July 24, 2024Beyond binary: the evolving landscape of outsourcing and client reports.Asset managers are increasingly turning to outsourced partners for their client reports, in a shift away from the inhouse handling of this critical middle office function. But there are now different options within this evaluation as the lines between what used to be a binary decision become progressively blurred, suggests Abbey Shasore, CEO, Factbook.
May 21, 2024Investment reporting in the ESG age: a call to action for asset managers?Regulatory and consumer pressures are changing the way buy-side firms report on the sustainability of their investments. Asset managers shouldn’t compromise their investment reporting by making small, piecemeal changes to their processes in order to ‘make do’, whilst ignoring the bigger picture and failing to plan for the future, suggests Abbey Shasore, CEO, Factbook.
February 21, 2024Managing the leap from vendor selection to service provider relationshipHaving managed the ‘beauty parade’ and selected a vendor, what are the considerations for investment managers procuring new software products and services? How can the vendor best manage the handover from ‘wooing’ to delivering, asks Abbey Shasore, CEO, Factbook and Robert Corbally, founder, Hawser Consulting. When an investment management firm has concluded its vendor selection procedure and contracts have been signed, it may seem like a time to celebrate. Yet the end of what is...
September 29, 2023Investment 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.…
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April 18, 2023