Data migration: a step-by-step guideSeven phases to help you move critical reporting data with confidence. In this guide we highlight the individual stages in each step, the risks at every stage, and where you should expect support from third party suppliers or vendors.
November 26, 2025Four years on: is outsourcing client reporting still ‘losing control’?When we first asked this question in 2021, the idea of outsourcing client reporting still raised eyebrows. Asset managers worried about losing control of their most client-facing process.
November 18, 2025Automation won’t replace your reporting team. The firms that use it will.Automation has long been viewed with suspicion. Words like “replacement”, “redundancy” and “robot” hover around the conversation. But in investment reporting, the truth is much simpler, and far more pressing.
November 10, 2025Seven 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, 2025