Factsheets insights
Factbook applauds OMGI on winning award for best fund factsheets.

Factbook, the investment reporting specialist, extends its congratulations to Old Mutual Global Investors (OMGI) on the asset manager’s triumph at the Citywire Selector service awards.

OMGI was nominated in no less than nine of the 22 categories and won the ‘Best factsheet’ provider award.

In Citywire’s words: ‘High service standards are increasingly a differentiating factor for asset managers and deemed essential by fund selectors when building partnerships with third party fund groups.’

The Citywire Selector project aims to find out what fund selectors think about service and surveyed 278 selectors from across Europe to build a picture of who’s doing well and where major fund groups need to improve.

“Factsheets still form an important part of the marketing activity in the asset management industry. Consistency, accuracy, quality and timely delivery are absolutely essential,” said David Sellors, Head of Performance & Client Reporting at OMGI. “We recognise the benefits that Factbook has provided, automating our fund factsheet production and delivering the scalability required to serve our growing international customer base. The efficiencies and capacity improvements were instant, allowing our marketing teams to focus on adding greater value to our proposition.”

Factbook Factsheets is a fully automated factsheet production and delivery solution. The solution can accommodate any design template and any number of variable outputs. Once in place, the system’s automated process removes the need for any manual intervention whilst accommodating the usual compliance sign off procedure.

“Congratulations to OMGI on this success at the Citywire Selector awards. It is a pleasure to work with them,” said Abbey Shasore, CEO at Factbook. “Today, investment management organisations are under increasing pressure to reduce operational risk and bring efficiencies to their middle office processes. We are delighted to be a part of the OMGI team.”

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About Factbook www.factbook.co.uk

Factbook is a specialist provider of technology driven solutions designed to facilitate the efficient management, communication and distribution of financial information for the investment management industry. Based in London, Factbook’s products and services are designed to consistently deliver accurate financial information, on time and in the required format, regardless of volume. Factbook’s solutions cover pitchbooks, client reports, fund factsheets, RFI, KIID, and data management. They are available in simple, solution-led modules that ensure firms only employ the services they actually require.

About Old Mutual Global Investors www.omglobalinvestors.com

Founded in 2012, Old Mutual Global Investors (OMGI) is a leading asset management firm, offering a distinctive blend of investment prowess and a deep commitment to customer service and transparency. Headquartered in London, OMGI’s clients include many of the world’s largest and most sophisticated financial institutions, including global banks, insurers, multi-asset fund managers, sovereign wealth funds, pension funds, and retail financial advisers.

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