Seven Data Horror Stories from the Factbook VaultThis Halloween month we've delved the depths of our experience to surface real-life data horror stories and, most importantly, how you can stop these becoming a recurring nightmare for your reporting team.
October 27, 2025Eight reasons NOT to choose FactbookFactbook isn't for everyone. Here are eight reasons NOT to choose Factbook.
September 18, 2025Seven challenges to throw down to prospective reporting partnersChoosing a reporting software provider isn't just a checklist exercise, it's about making sure they can handle the complexity of fund reporting and the nuances of your way of doing it...
August 9, 2025Data Exposure: The Art of Institutional ReportingWhen examining the nuances of institutional reporting, the key is to 'know your consumer'. What reporting data should asset managers expose to institutional investors and what data should they control?
June 23, 2025Fund 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, 2024