- 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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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...
Video – Mitigating the risk of your client reporting implementation
There are a number of perils for any vendor going into a client reporting project on behalf of an asset management firm. One such problem area is what some in the industry call ‘data interfacing’ – handling data from external sources such as benchmark data vendors, third party administrators, other vendor systems (e.g. risk or performance applications) or various inhouse systems. There are three key reasons why this issue of interfacing with data sources is...
Client Reporting – Prepare to succeed
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...
Successful investment reporting: it’s always about the data
Heads of Performance or Client Reporting at any asset management firm are responsible for the outputs to the end consumer. Their biggest worry is always: ‘Can I trust the numbers (and text) on those outputs? Is it ‘good to go’? Has it been brought in faithfully from multiple external sources?’ A good vendor will have all the tools and processes in place to ensure that it can take the data from the point of...
Client reporting: can overexposure blur your vision?
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...
Days are numbered for quarterly client reporting.
I read with interest the FT’s recent article ‘The long and short of the quarterly reports controversy’ (Owen Walker, Monday July 2, 2018). The article reflects on how Paul Polman, on his first day as chief executive of Unilever in 2009, bravely ditched the FTSE 100 company’s quarterly earnings reports and with it all the other short term-focused KPIs normally included. Polman’s argument, in short, was that for a firm focused...
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...
Top Asset Management firm selects Factbook for Global Client Reporting Solution
Factbook News -
London - 16 March 2015 Factbook, a specialist provider of client reporting, fund reporting and data management solutions to the investment community, today announced that another global asset management firm has signed up to their Factbook Client Reporting™ Solution using the industry leading Factbook Studio10™ technology platform. “The requirement was for a high quality client reporting tool which could not only deal with the large volumes of reports being generated, but more importantly, one that was...
Factbook to attend TSAM Europe 2014, London on 25 March
Factbook, a specialist provider of fund reporting, marketing and data management solutions to the investment community will be exhibiting at TSAM Europe 2014. With the ever increasing pressure to do more with less, the Factbook Solutions Suite™ helps individuals and departments deliver timely and consistent automated reports in a budget squeezed and regulated world. Be it Client Reporting, Fund Factsheets, Investment Reporting, Pitch Books, Data Management, Data Feeds, Factbook will be on hand at our...
Momentum Collective Investments selects Factbook to enhance client reporting.
Factbook News -
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...
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