- 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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Factbook to attend TSAM Europe 2015, London on 17 March
Factbook, a specialist provider of fund reporting, marketing and data management solutions to the investment community will be exhibiting at TSAM Europe 2015. TSAM Europe 2015 contains six focused conference streams: Technology & Operational Strategy; Data Management; Performance Measurement & Investment Risk, Client Reporting & Communications; OTC Derivatives for Fund Management and Marketing & Sales Communications; as well as a comprehensive expo of 50 of the industry’s leading service providers. With the ever increasing...
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...
Factbook to Sponsor TSAM Europe 2011 – London – 8 March 2011
Factbook, a specialist provider of fund reporting, marketing and data management solutions to the investment community will be sponsoring, and exhibiting at TSAM Europe 2011. Regarding what is certainly a very current topic, Abbey Shasore, Factbook CEO, will be speaking on the main panel discussions on preparing for UCITS IV, with a specific emphasis on the challenges investment managers are facing in the Key Investor Information Document (KIID) delivery process. “With the implementation deadline of...