- 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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The ties that bind: merging your investment reporting operations
Any asset manager that has grown its AuM rapidly will know that its investment reporting processes can come under severe strain during that period. If mergers and acquisitions are added to the melting pot the situation becomes even more complex, often with multiple reporting processes or applications in play in various geographic centers, serving different client types with different expectations in different locations. The outcome can be a high degree of duplicated effort, inefficiencies, and...
Prudential: Emerging Markets have Further to Fall
Market News -
Emerging markets may have rallied year to day, but that will not continue, according to an economist at Prudential. Speaking at a breakfast briefing on Tuesday, Leila Butt, senior economist at Prudential Portfolio Management Group said emerging markets were recovering thanks to a pause in interest rate rises by the US central bank. The Federal Reserve raised rates for the first time in seven years last December, but despite expectations of up to four rate...
Leading Wealth Management firm selects Factbook Studio10™ for Fund Factsheet Production and Data Management Automation.
Factbook News -
Factbook, a specialist provider of client reporting, fund reporting and data management solutions to the investment community, today announced that a leading wealth management firm has signed up to Factbook’s industry leading Studio10™ reporting platform for to automate their fund factsheets and data management. “The client had a clearly defined set of goals and two main pain points. At the heart of the requirements were the ability to handle disparate data coming in from...
Factbook launch automated Key Investor Information Document (KIID) solution
Factbook News -
Factbook, a specialist provider of fund reporting, marketing and data management solutions to the investment community are delighted to announce their latest addition to Factbook’s solution suite, Factbook KIID™. Factbook have created an end-to-end solution in Factbook KIID™ that effortlessly assembles and incorporates market and in-house data to deliver CESR “KIID essential elements”. The service handles production and dissemination with ease and produces print ready KIIDs in multiple languages giving investment...