Client Reporting Insights
Major Asset Management firm selects Factbook for Investment Reporting Solution.

Factbook, a specialist provider of fund reporting, marketing and data management solutions to the investment community today announced that another major asset management firm has signed up to their Factbook Investment Reporting™ Solution utilising Factbook’s advanced Studio 10™ technology platform.

“In partnership with Factbook’s consultancy skill sets, the Factbook Investment Reporting™ solution enables the client to totally automate the production of their entire suite of performance and attribution reports” commented Bradley Fincken, Factbook’s Business Development Manager. “Multiple stock attributions, ex-post risk, activity and management information reports are just some of the outputs that can be created, updated and disseminated at the click of a single button. This saves our clients a significant amount of time and money in what would otherwise be a time consuming and largely manual process.”

“Signing a client of this quality and size is a testament to Factbook’s proven ability to deliver industry leading solutions to meet our clients’ tactical needs. The Factbook Investment Reporting™ solution is available to other prospective clients immediately, and can be set up as an enterprise, hosted, or fully managed (outsourced) deployment giving maximum flexibility to match client requirements.”

Marc Dukes, Factbook’s Client Services Director, added, “The client has opted for our hosted deployment route; meaning that whilst they benefit directly from having the front end user interface at their fingertips; the server side technology is hosted offsite in a state-of-the-art, enterprise-class, hosting facility. This deployment option ensures both minimal impact on the clients’ IT infrastructure and a significantly reduced timeline to implement the solution.”

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

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