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Factsheets
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...
Factbook applauds OMGI on winning award for best fund factsheets.
Factbook News -
Factbook, the investment reporting specialist, extends its congratulations to Old Mutual Global Investors (OMGI) on the asset manager’s triumph at the Citywire Selector service awards. OMGI was nominated in no less than nine of the 22 categories and won the ‘Best factsheet’ provider award. In Citywire’s words: ‘High service standards are increasingly a differentiating factor for asset managers and deemed essential by fund selectors when building partnerships with third party fund groups.’ The...
Top Asset Manager selects Factbook Studio10™ for Investment Reporting
Factbook News -
Factbook, a specialist provider of client reporting, fund reporting and digital data management solutions to the investment community, today announced that a top asset manager has selected the industry leading Factbook Studio10™ reporting platform for their fund factsheet production across multiple business units. The service will encompass fund factsheets and other monthly fund reports for a number of retail and institutional applications. “This important client win serves to reaffirm the strength of Factbook’s proposition...
7 Reasons Why Producing Factsheets Yourself Never Works Out The Way You Plan
Insights -
You underestimate the workload If you only have a few funds, you may be thinking “how difficult can it be to produce 2 pages of copy text, with a few graphs, a few tables and some performance figures…”. So, let’s break this down further to see exactly what will be needed to produce this “simple” two-page document. Say you have 10 funds, each...
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...
Factbook to attend TSAM Europe 2014, London on 25 March
Events -
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...
Factbook expands operations to South Africa
Factbook News -
Factbook, a specialist provider of fund reporting, marketing and data management solutions to the investment community today announced the latest expansion of its global footprint with news of the launch of an office in Cape Town. Karen Coleman heads up operations in Cape Town and is delighted to have already signed Factbook’s first South African client. Coleman, who has spent over 25 years in the financial services industry, in the UK, Europe and South...
