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Why successful factsheet production is only the beginning
30 min session
Host: Ulf Herbig, Head of Product

Fund factsheets are one of the first documents investors read about your funds. As an asset manager, you typically produce them on a monthly basis in your own template which can be challenging especially as your business grows.


But even if you manage to produce Factsheets today, it does not mean that you’re doing it efficiently. Factsheets are only one of many investor disclosure documents, and if you tackle each of them with a separate solution you are likely to operate with redundant data flows, thus duplicating work, increasing the risk of inconsistent data and missed deadlines, and ultimately hurting your bottom line.


In this webinar, we will consider the most common challenges with Factsheet production and how to solve them. Then we will go beyond Factsheets to show you how to leverage synergies between investor documents and decrease your total cost of ownership by up to 40%. Finally, we will consider the integration with an automatic dissemination solution, so your Factsheets and other investor disclosure documents are made available when and where you want them to be.

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May 7, 2021 02:00 PM in Luxembourg

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