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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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Investment Reporting
Investment reporting: sophistication doesn’t have to mean complexity
Insights -
Just because you are looking for more sophistication in your investment reporting, this doesn’t have to result in more complexity, writes Abbey Shasore, CEO, Factbook. The primary driver for most firms that are looking to upgrade their investment reporting is processes – it is taking far too long and there are very few controls in place. One remedy may be to investigate whether the data being used is correct. Unverified data certainly creates a major...
Time to circle the wagons and review your investment reporting process?
Insights -
Many investment management firms take a DIY approach to their investment reporting, relying on highly bespoke systems developed by the IT department. There is nothing inherently wrong with this approach – but can it only take the firm so far, asks Abbey Shasore, CEO, Factbook. A US investment management firm we were talking to recently characterised it beautifully: ‘’We are currently circling the wagons to get a discussion about this [automating our investment reporting...
Getting value from your investment reporting.
Insights -
There are now many middle or back-office tasks within asset management firms where there is little or no competitive advantage to be gained. Is investment reporting one of them – or can real value still be derived, asks Abbey Shasore, CEO, Factbook. As investment management operations (and software) becomemore commoditised, it is increasingly difficult for asset managers to derive real value from these activities. Middle and back-officeprocessing in particular has become very standardised and...
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...
