Insights
Insights from the Ocellics team
Articles on fund data, factsheet automation, client reporting and the operational decisions investment firms face.
The hidden cost of building your own fund data management platform
Building an internal fund data management platform can seem like a flexible, cost-effective option, but the long-term costs can extend well beyond salaries and development. Explore the hidden risks of custom fund data systems, including key-person dependency, technical debt, maintenance and scalability, and what fund managers should consider when weighing build versus buy.
Jonathan McKie
How fund factsheet automation works: a practical guide for asset managers
Discover how fund factsheet automation works and how asset managers can streamline data collection, validation, calculations, approvals and publishing. This practical guide explores the benefits of automating fund factsheets and MDD production, from reducing manual effort and errors to creating a more scalable, auditable reporting process.
Sarah Anderson
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