Case Studies & Insights

Written by: Jonathan McKie For many smaller and mid-sized fund management businesses, the appeal of building internal tools is easy to understand. In our experience working with fund managers, the decision often starts pragmatically, long before it's framed as a fund data management platform decision at all: add a small internal team, use Excel where it works, shape outputs around the business, and avoid a larger external commitment. - the core of proper fund data The problem

Written by: Sarah Anderson Producing fund factsheets is one of the most visible reporting responsibilities in an asset management business. Whether you're publishing monthly factsheets, minimum disclosure documents (MDDs), discretionary portfolio reports, or investor updates, accuracy and consistency aren't optional. Yet for many firms, the process remains surprisingly manual. What Manual Factsheet Production Looks Like Most asset managers follow some version of the same work