Fund Factsheets
Automated, branded factsheets and MDDs
FUND FACTSHEETS · USE CASES
Four common publication challenges, and how different teams use Fund Factsheets to manage them.
Ops, product, marketing, client reporting
Pain: Month-end becomes a cycle of version checks, risk-metric updates and last-minute branding changes.
Outcome: ASISA-compliant factsheets and MDDs produced from approved templates and governed data, on a predictable publication cycle.
DFM portfolio managers and client teams
Pain: The same underlying fund is reproduced across multiple client brands, creating re-keying, template maintenance and additional publication work.
Outcome: One underlying fund produces multiple client packs, without re-keying performance or holdings for each version.
Multi-managers with large ranges
Pain: Publication volumes increase faster than the production process can comfortably support.
Outcome: Publication volumes increase without requiring a separate process for each additional fund.
Smaller managers still working in desktop tools
Pain: Publication knowledge sits with one person, creating operational risk whenever they are unavailable.
Outcome: A repeatable publication process that doesn't depend on a single individual.
Book a 20-minute demo and we'll walk through the part of the publication process that takes the most time today.