Redefining fund factsheets: why it’s time to raise the bar
Ask five people in a factsheet sign off what belongs on page one, and you’ll
One formula error away from losing the mandate: Why bespoke reporting can be a double-edged sword for client trust
For asset managers, offering bespoke Excel reporting is a powerful way to win business. Institutional
Solving the manual reporting nightmare
In our recent blog, “The future of investment reporting: building on the data, automation and
Addressing data infrastructure when scaling institutional reporting
Address data infrastructure challenges when scaling institutional reporting. Explore zero-copy sharing, live dashboards, and best practices for managers.
Tackling data chaos in institutional reporting
Explore how institutional asset managers can tackle data chaos when scaling reporting — practical tips, common pitfalls, and proven solutions.
What makes a great fund factsheet? A guide for investment managers
Your factsheet might be the only document an investor reads, but is it doing the
Top 10 data hurdles when creating investor reports: best practices and solutions
In the world of investment management, data plays a crucial role in making informed decisions
4 straightforward steps to effective client report customisation
Investment managers are struggling to keep up with the requests for customised client reports due
ESG and ESMA / SFDR – Some thoughts on minding your gaps in client reporting
“All Change Please. This train terminates here. There is a replacement bus service in operation
2030: three key trends in client reporting
Client reporting is a corner of investment management that has remained largely untouched by technological
