Client Reporting Insights, Factsheets insights
Leading Global Asset Manager selects Factbook Studio10™ for Enterprise Investment Reporting.
London – 08 October 2016

Factbook, a specialist provider of client reporting, fund reporting, marketing and data management solutions to the investment community, today announced that a leading global asset manager is fully implemented on Factbook’s industry leading Studio10™ reporting platform for their enterprise investment reporting including their client reports, Quarterly Investment Reviews (QIRs) and factsheets.

With a long history, proud heritage, and one of the oldest names in the industry, the asset manager also has considerable demands for high quality and timely reporting.

The firm was looking to scale up its reporting functions considerably – it wanted to dramatically increase its throughput of reports without necessarily increasing the associated costs such as headcount. They also wanted a solution that would cope with increasing demand and complexity well into the future: in other words one that would fit with the changing needs of the business.

Factbook was selected to help the firm overhaul their entire investment reporting process. Starting with streamlining data collation and using Factbook’s unique flexibility to transform this data into the myriad number of report library elements which the firm required. They are producing more report documents, and have seen a reduction in the time and resources needed to create all of the reporting documents. Most reports are now delivered much earlier in the regular cycle.

“The scope and vision of their project was ambitious and full of challenges. We were able to deliver on all counts by using Studio 10 with various modular solutions. Throughput has massively increased as well as data quality. They now have a reporting suite fit for the future to match their status as a leading global asset manager”, said Factbook CEO Abbey Shasore.

About Factbook Studio 10™

Studio 10™ provides you with a single, unified, extensible platform from which to operate, oversee and manage the whole of your reporting requirements with a full 360 degree view.

Studio 10 boasts enhanced workflow management and monitoring, allowing process managers a completely customisable dashboard view of their reporting process across multiple channels – including Client Reports, Investment Reports, Factsheets, Feeds and Pitchbooks.

About Factbook

Factbook is a specialist provider of client reporting, fund reporting, marketing and data management solutions. Its innovative and complete process automation allows investment firms to draw data from any number of sources and leverage it across all business areas, not only through the Factbook suite of products, but also any third-party application. Factbook solutions enable investment firms to adopt a strategic view when solving tactical issues regarding reporting, communication and data management. News and other information about Factbook is available at

For additional information on Factbook’s Solution Suite™, or any other Factbook related information, please call us on +44 (0) 20 7036 0309 or email Factbook at



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