Redefining fund factsheets: why it’s time to raise the bar
Fund factsheets are one of the most visible and widely used documents in asset management. For many investors, the factsheet is their first, and sometimes only, interaction with the fund manager. It’s a key touchpoint where brand, compliance, and client communication converge. But here’s the reality: too many factsheets fall short. They may meet compliance […]
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 clients value the flexibility; it signals a true strategic partnership when you adapt to their specific operational needs rather than forcing a standard format upon them. Anneliese Thomas – Head of Marketing, Kurtosys You sit down with your morning coffee, […]
Solving the manual reporting nightmare
In our recent blog, “The future of investment reporting: building on the data, automation and AI journey”, we explored the latest findings in our research around these core themes. Patrick McKenna, Chief Commercial Officer at Kurtosys, notes that these survey findings mirror the conversations he has with asset managers. “The initial efficiency gains from AI […]
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 job? In investment management, delivering accurate and timely fund factsheets isn’t just a regulatory requirement, it’s one of your most powerful tools for building trust. These documents are often the first (and sometimes only) touchpoint investors use to evaluate your […]
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 and achieving optimal results. As the underlying source of truth for all your outputs, it is essential that the data is accurate and compliant at all times. From data loading to data integrity, there are commonly encountered issues that have […]
4 straightforward steps to effective client report customisation
Investment managers are struggling to keep up with the requests for customised client reports due to increase in workload this creates on a monthly and quarterly basis. Customisation then leads to cost increases, thus causing frustration in the current environment of cost cutting and rationalisation. To mitigate the impact of costs, managers are definitely better […]
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 that will take you to your onward destinations.” That’s what you, in effect, may as well be saying to your clients and distributors when it comes to your investor communications. Regulation and ESG Performance Reporting are now seriously challenging Client […]
2030: three key trends in client reporting
Client reporting is a corner of investment management that has remained largely untouched by technological transformation for a long time. However, in the last year or two, disruptive developments have emerged that promise a compelling evolution. We predict three trends that will become everyday facets of the client reporting process by 2030. API data access […]