Client Reporting Insights
Momentum Collective Investments selects Factbook to enhance client reporting.

Cape Town – 3 September 2013

Factbook, a specialist provider of fund reporting, marketing and data management solutions to the investment community today announced that one of South Africa’s largest investment houses has selected Factbook Studio 10™ for the automated production of all of their collective investments fund factsheets.

John Duncan, Technical Marketing and Product Management – Momentum Collective Investments, said “The industry’s principal marketing initiative and investor feedback is provided by the production of monthly fund factsheets. With by far the highest number of funds in the industry we were experiencing some challenges collecting and collating data from various sources including external data providers and internally from our portfolio administration databases. As a consequence, turnaround times were not optimal and there were unnecessary strains on resources. Factbook approached us with a solution which automated and improved many of our processes. We are now able to distribute our Momentum branded FFS in line with or earlier than the rest of the industry. This ensures that fund returns and positioning are more pertinent for investors. The support and training that we have received in implementation of the solution surpassed my expectations by some margin. As a consequence we were able to automate in a very short timeframe and improve the turnaround time, content and layout of all of our Momentum branded fund fact sheets considerably.”

Karen Coleman heads up Factbook’s operations in Cape Town and is “delighted that Momentum Collective Investments have selected Factbook as their partner of choice and we are very much looking forward to a long and mutually beneficial relationship. Such a large industry player having put their trust in us, so soon after the introduction of our solutions to the local market, affirms our belief that Factbook’s solutions can offer much needed benefits, not previously available to financial services companies here in South Africa. We look forward to working with, and assisting the industry and its stakeholders in enhancing the automation and efficiency of all aspects of investment reporting, and in meeting the myriad of operational, regulatory and governance challenges faced.

Studio 10™ provides clients with – for the first time – a single, unified, extensible platform from which to oversee and manage the entirety of Factbook’s Solution Suite. 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.

Factbook is a specialist provider of 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

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