Client Testimonial

“The FactBook platform has enabled us to deliver an up to date web site that is informative and comprehensive, and one which helps us to meet the changing requirements of both partners and distributors alike.

“It has increased our agility and variable needs of marketing to global markets whilst making available the underlying data to our other applications.

“We were looking for a service to automate the production of our fund factsheets; eliminating the problems of what would otherwise be a highly manual process. It had to work with our existing back end database technology but also to grow with our needs going forward.

“The most satisfying aspect of our relationship with FactBook has been the professional attitude of the team and their focus on delivery in accordance with the criteria of Skandia. This was noted particularly during our multi-phased implementation project, and it has also been evident in their support since then.

“We are happy to continue to employ Factbook's products and services within our business.”

Chief Executive, Skandia Global Funds



More Case Studies

Lloyds Case Study

Standard & Poor's Case Study

For more information on Factbook's Solutions email: Solutions at Factbook

Issue & Needs Analysis Skandia Global Funds Case Study

  • To automate the production of 100+ xml documents to supply data to the Skandia Global Funds factsheet and reporting website.
  • To automate the production of a number of data feeds and reports both for external and internal consumption.
  • Integration and automation of daily, weekly and monthly data from a range of sources including data vendors and client generated content.
  • Requirement for multi-lingual support in English, US English, Spanish and German.
  • Requirement for region specific data for Global, European, United States and Asia Pacific content.
  • Requirement for a broad range of currency specific performance and MPT statistics calculated from an external daily NAV feed.
  • Requirement to automatically produce Sector, Geographic, Credit Quality, Maturity and Currency breakdown data from a base Holdings data feed.

Solution

Using a Factbook Factsheets™ production environment, in conjunction with Factbook Data Management™, Factbook Feeds™ and elements of Factbook Analytics™ solutions, a fully automated xml document production facility was deployed in a little under six weeks.

Through the use of ‘intelligent’ xml template technology it was possible to make the system responsive to both language and region requirements. The use of our analytics engine allowed performance and statistical calculations to be generated in a range of currencies and use client supplied composite benchmark data where required.

Our Factbook Feeds™ implementation automatically produces and distributes both daily and monthly data feeds for external consumption along with a range of monthly internal reporting requirements delivered as formatted Excel spreadsheets.

Deployment Option Selected

A combination of Enterprise, Hosted and Fully Managed Solutions were deployed.

Solutions Deployed at Skandia Global Funds:

Main Navigation:

Solutions:

Quicklinks:

© 2009 - 2011 Factbook Limited. Registered in England and Wales. No. 02635511. Registered office: Cavendish House, Cavendish Avenue, Surrey, KT3 6QQ.