How Fund Factsheet Automation Works: A Practical Guide for Asset Managers
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 workflow. Performance...