Top 10 Fund Factsheets: What the Top 10 did differentlyThere were several things that the best fund factsheets did differently to the rest. This article explores those areas and provides useful guidance for every team responsible for factsheet production.
January 28, 2026Top 10 Fund Factsheets 2025: a SWOT analysisThis article explores the strengths, weaknesses, opportunities and threats facing fund factsheets, and highlights what reporting teams can do to future proof factsheet production and address weaknesses.
January 28, 2026Top 10 Fund Factsheets 2025: The revealWelcome to Factbook's inaugural annual countdown of the Top 10 Factsheets of the Year. From over 200 factsheets to the final 10, the Factbook team put their years of experience to the test to bring you the best factsheets that UK registered for sale funds have to offer.
December 16, 2025Top 10 Fund Factsheets 2025: Noticeable TrendsDuring our review of more than 200 factsheets for UK registered for sale funds, several themes emerged. This post dives into those to explore what trends we noticed in factsheet production in 2025.
December 15, 2025Top 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, 2025Top 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, 2025Data 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, 2025