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Insights,  Factbook News
Top 10 Fund Factsheets 2025: The Judging CriteriaFind out what judging criteria we used to assess over 200 fund factsheets to bring you the Top 10 Fund Factsheets 2025.
December 14, 2025
Insights,  Factbook News
Top 10 Fund Factsheets 2025: Meet the JudgesMeet the judging panel for Factbook's inaugural annual review of the Top 10 Factsheets of the year.
December 13, 2025
Insights
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, 2025
Insights
Four 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, 2025
Insights
Automation 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, 2025
Insights
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, 2025