Our inaugural Top 10 Factsheets of the Year review will be published on Tuesday 16th December 2025.
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Top 10 Fund Factsheets 2025: Meet the Judges
Factbook works with firms across the world to automate and improve their reporting processes, which gives us a unique vantage point into what “good” looks like. We know how much work sits behind a single page of performance, holdings and narrative. We also know how difficult it is to maintain quality at scale, month after month, without the right infrastructure.
This year, we evaluated over 200 fund factsheets from UK registered for sale funds. The purpose of this review is not to criticise, but to highlight strong practice and to show the industry what effective, investor-centred communication looks like, and to help firms benchmark their own reporting.
The full report will be published on Tuesday 16th December 2025, and this is your chance to meet the judges:
Abbey Shasore, CEO, Factbook
Abbey is the CEO of Factbook and a long-standing specialist in investment reporting technology. With more than three decades of experience in fund data management, analytics and reporting automation, he has guided Factbook’s evolution into one of the most trusted reporting partners in the asset-management industry.
Abbey champions clarity, accuracy and operational discipline in reporting – values reflected throughout Factbook’s product suite and its approach to client service. His leadership continues to shape how asset managers streamline their data, reduce risk and deliver investor ready communications at scale.
Connect with Abbey on Linkedin
Bradley Fincken, Principal Consultant, Factbook
Bradley is a Principal Consultant at Factbook, specialising in reporting automation, template optimisation and performance report production for global asset managers. His background spans financial technology, consultancy and fund operations support, giving him a practical understanding of the challenges firms face in delivering high quality reporting at scale.
Bradley focuses on reducing operational friction, improving data hygiene and helping firms modernise legacy processes, ensuring reporting teams can move from manual, time-pressed production cycles to efficient, automated workflows.
Connect with Bradley on LinkedIn
Marc Dukes, Director of Client Services, Factbook
Marc leads Factbook’s Client Services function, overseeing the delivery and support of reporting solutions for leading asset management firms. With deep experience across data governance, reporting operations and workflow modernisation, he helps clients strengthen their reporting processes, reduce manual risk and embed scalable, repeatable structures.
Known for his calm, analytical approach, Marc works closely with clients to ensure their reporting outputs, from factsheets to client reports, are accurate, consistent and aligned with best practice across the industry.