Case Studies

Factbook is proud of our strong relationships with our clients.

Please click on a link to the left to view the Case Study Overview. Here you will find detailed some of the solutions we have provided to a selection of clients over the years, the challenges each client faced and how Factbook solved their tactical issues with tactical solutions.

On each case study, there is an option to download the Full Case Study, giving even more details.

Testimonials:

Brian Morgan, CAIA – Director of Risk and Analytics at Edgehill Endowment Partners LLC

“Factbook stands out as being extremely client-focused, nimble and flexible. Our team utilized the Factbook platform to assist with automating a complex multi-language factsheet monthly reporting cycle. The Factbook team were true partners focusing on delivering to our needs rather than pushing us towards an easier out of the box option.”

Simon Johns – Director at Intend Technologies Limited

“…that rare skill set of possessing a deep understanding of technology, in particular software, with an ability to articulate issues and requirements in language business people can digest. … now recognised as an expert in the field of investment reporting, and has deep domain experience of investment management processes as a whole. ….a strong work ethic and adopts a collaborative approach to every project, attributes which Factbook’s clients are now benefitting from.”

Christopher Stapleton – Managing Partner, Co-Founder at the AMCS Group

For several years I worked directly with Abbey and Factbook in the reporting and fact sheet creation and delivery for Skandia Global Funds plc. Abbey and his team were always client focused, highly responsive and committed to delivering timely, high quality reporting which was critical for our customers and distribution partners. As my career shifted to be focused solely on external distribution, initially at Old Mutual and separately with my own firm, my own team and I continued to benefit from Factbook’s continued client reporting delivery to Merian Global Investors (previously Old Mutual Global Investors). I can enthusiastically endorse Abbey and the team at Factbook to any sized asset management firm seeking bespoke, globally scalable reporting solutions and automation to their marketing platforms.”

Gokhan Saruhan – Portfolio Manager, Head of International Equities at Wisayah Investment Company (Subsidiary of Saudi Aramco)

In Factbook he has assembled a unique product and a highly skilled team. I would not hesitate to recommend Abbey and Factbook to anyone looking for a turnkey investment reporting solution.”

 

Justin Wheatley – Ex CEO, Statpro, Author of The Fractured Tree

I have had the pleasure of knowing Abbey since the 1980s when we both worked at Micropal, a London-based mutual fund analysis business. He has a depth of experience and domain knowledge of the intricate workings of middle office processes that has rarely been equalled, in my experience. He is both technically brilliant and extremely personable. Abbey has built a strong offering and team at Factbook and I would not hesitate to recommend them.”

 

Anthony Howland – Ex UK COO Bi-SAM, Company Director

I’ve known Abbey for well over 20 years and I can thoroughly recommend him and the team at Factbook. There can be few professionals in the investment management world that are as knowledgeable about fund reporting as Abbey. He has established a strong team at Factbook and has signed a string of blue-chip firms over the years. Abbey is also a very convivial character, possessing strong interpersonal skills and adopting a consultative approach.”

 

David Sellors, CFA FSIP – Head of Performance & Client Reporting at Jupiter Asset Management

“I have worked with Abbey and his team at Factbook for many years, most notably at Old Mutual Global Investors (OMGI) where I led the Performance & Client Reporting team. It was due to Factbook’s great work that OMGI won the Citywire Selector service award in 2018 for the ‘Best fund factsheet’ provider. We recognised the benefits that Factbook provided, automating our fund factsheet production and delivering the scalability required to serve our growing international customer base. The efficiencies and capacity improvements were instant, allowing our marketing teams to focus on adding greater value to our proposition. Since being acquired, the excellent relationship with Factbook now continues at Jupiter Asset Management.”

Noel Ford, MBA, CIFD, CMC – Independent Director, Principal at Governance Ireland ,Programme Director at the Irish Management Institute 

I worked with Factbook from 2002 to 2013 to develop a data management and custom reporting facility within the Skandia and Old Mutual Plc groups. I always found the client focus and quality of response to be fantastic. I also welcomed the open and innovative approach to considering new reporting challenges which were often driven by regulatory changes or custom client reporting needs across a global business network. I would have no reservation in recommending Abbey and the team at Factbook.”

 

Robert Corbally – Managing Director, European Product, Manulife Investment Management

“Having been a sometime client of Factbook, I have no hesitation in recommending Abbey’s client centric approach to providing well founded and effective solutions for asset management businesses.”

 

Jean-Bernard LE FLOC’H, CFA, Partner at Fastnet Translation, MySmartRFP.com

“I have known Abbey for many years and have always found him to be both knowledgeable and extremely enjoyable to work with. His understanding of the investment management industry is of the highest calibre. In addition, Factbook has a great team of experts with a total focus on the client’s perspective; so much so that Fastnet Translation has a partnership with Factbook. I would not hesitate to recommend Abbey and Factbook’s reporting services to any client-centred investment management firm.”

 

 

John Gellett – Managing Director Tenzing Partnership & Group Chair Vistage UK

“Factbook is the SAAS manifestation of Abbey as a person, whom I’ve known and worked with for over 10 years. Factbook’s Marketing and Analytics Reporting Service to the Investment Management Industry is totally authentic, demonstrating a deep and thorough understanding of its clients’ requirements. It’s also adaptable, totally dependable and the best, therefore Abbey as a contact and Factbook as a service are both a privilege to support and recommend unreservedly.”