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Recent Posts
- Is there ever a ‘single version of the truth’ for investment reporting?
- Managing the leap from vendor selection to service provider relationship
- Investment reporting: sophistication doesn’t have to mean complexity
- Three ways to tell if your client reporting is at the heart of your client servicing.
- Mandatory vs discretionary documentation: a tale of two processes?
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Client Reporting
Three ways to tell if your client reporting is at the heart of your client servicing.
Insights -
Is your client reporting merely a ‘box’ at the end of the investment lifecycle that requires a tick for completion? Or is it just one element in a much greater sphere of influence that includes client service, marketing, performance and even compliance? Is your reporting a two-way street – offering tools where clients can interrogate their data – where the focus is on engagement and not just delivery? Do you offer room for feedback in your...
LGPS Central selects Factbook for factsheets, client reports and data automation
Factbook News -
FOR IMMEDIATE RELEASE LGPS Central selects Factbook for factsheets, client reports and data automation Factbook, a specialist provider of client reporting, fund reporting and data automation solutions to the investment community, today announces that LGPS Central has selected Factbook’s industry leading Studio10™ technology platform to populate and produce their Client Reports, Factsheets and automate their data ingress processes. “We faced a number of challenges with complex processes. Handling and transforming data from custodians and...
Is outsourcing client reporting still ‘losing control’?
Insights -
In the world of financial technology, the maxim is always to look forward. In such a fast-paced environment, learning from the past is often seen as less important (or less exciting) than the ‘next big thing’, be it SaaS, IBOR, Big Data, blockchain, digitalisation or whatever the latest concept is. Sometimes, however, in business as in life, we need to look back to see how far we have come and to learn important lessons...
Client Reporting – Prepare to succeed
Insights -
Sustained acquisition of AUM will always be the holy grail for investment firms – for most it is the reason they exist and the essential manifestation of the excellence. This is no less so in the relatively attritional conditions we have seen in recent times. At the same time as they seek to grow AUM firms also look to stem outflows by developing both profile and reputation. Ever more sophisticated communication techniques must be deployed to...
Client reporting: can overexposure blur your vision?
Insights -
Abbey Shasore, CEO, Factbook, discusses how buy-side firms must balance the regulatory and client demands for transparency with the risk of data overkill. The drive toward openness within the investment management industry has been gathering pace for many years now, but certainly went through the gears since the crash of 2008. Investors and regulators alike have viewed the need for information sharing and clarity as priorities since the opaque investment structures of the...
Client reporting and the short road to anarchy
Insights -
A topic that attracts much discussion in technology circles – and one of the early questions that we, as vendors, are often posed by prospective clients - is: ‘Which development methodology do you follow?’ The two most popular approaches - ‘Waterfall’ and ‘Agile’ - are well-known, mature practices. Waterfall follows a linear approach to software development. With waterfall, the vendor will analyse, design, build and test before delivering the entire system. Some firms believe that...
Leading Global Asset Manager selects Factbook Studio10™ for Enterprise Investment Reporting.
Factbook News -
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...
