Factbook News

Top Asset Management firm selects Factbook for Global Client Reporting Solution

March 16, 2015

London - 16 March 2015 Factbook, a specialist provider of client reporting, fund reporting and data management solutions to the investment community, today announced that another global asset management firm has signed up to their Factbook Client Reporting™ Solution using the industry leading Factbook Studio10™ technology platform. “The requirement was for a high quality client reporting tool which could not only deal with the large volumes of reports being generated, but more importantly, one that was...

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Factbook to attend TSAM Europe 2014, London on 25 March

March 14, 2014

Factbook, a specialist provider of fund reporting, marketing and data management solutions to the investment community will be exhibiting at TSAM Europe 2014. With the ever increasing pressure to do more with less, the Factbook Solutions Suite™ helps individuals and departments deliver timely and consistent automated reports in a budget squeezed and regulated world. Be it Client Reporting, Fund Factsheets, Investment Reporting, Pitch Books, Data Management, Data Feeds, Factbook will be on hand at our...

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Momentum Collective Investments selects Factbook to enhance client reporting.

September 3, 2013

Cape Town - 3 September 2013 Factbook, a specialist provider of fund reporting, marketing and data management solutions to the investment community today announced that one of South Africa’s largest investment houses has selected Factbook Studio 10™ for the automated production of all of their collective investments fund factsheets. John Duncan, Technical Marketing and Product Management – Momentum Collective Investments, said “The industry’s principal marketing initiative and investor feedback is provided by the production of...

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Factbook expands operations to South Africa

March 18, 2013

Factbook, a specialist provider of fund reporting, marketing and data management solutions to the investment community today announced the latest expansion of its global footprint with news of the launch of an office in Cape Town. Karen Coleman heads up operations in Cape Town and is delighted to have already signed Factbook’s first South African client. Coleman, who has spent over 25 years in the financial services industry, in the UK, Europe and South...

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Factbook appoint new Director of Business Development EMEA

October 8, 2012

Factbook, a specialist provider of fund reporting, marketing and data management solutions to the investment community today announces the appointment of Karen Coleman to the position Director of Business Development EMEA. “These reporting solutions have been conceived and developed by fund specialists for fund specialists – something that we simply haven’t had here in South Africa to date. Factbook's Solution Suite not only addresses the need for process automation across the reporting cycle, but...

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Ignis Asset Management upgrades Investment Reporting with Factbook Solution.

July 18, 2012

London - 18 July 2012 Factbook, a specialist provider of fund reporting, marketing and data management solutions to the investment community, today announces a major asset management firm has embarked on a further extension of their deployment of Factbook Investment Reporting™ Solution. Ignis’ Investment Reports are distributed to clients of varied profiles as well as investment teams. By deploying Factbook’s hosted Investment Reporting solution, Ignis now ensures that this essential element of its client communications...

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Factbook CEO to speak at Client Reporting and Comms Conference on London 16-17 November

November 7, 2011

Factbook, a specialist provider of fund reporting, marketing and data management solutions to the investment community will be exhibiting at Client Reporting and Communications Conference 2011. Abbey Shasore, Factbook CEO commented, "I am pleased that, once again, Factbook will be participating in what has become a major event on the Investment Reporting calendar. Opportunities to openly discuss issues that our future clients care about, and which affect how they look after their clients, helps shape...

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Major Asset Management firm selects Factbook for Investment Reporting Solution.

June 14, 2011

Factbook, a specialist provider of fund reporting, marketing and data management solutions to the investment community today announced that another major asset management firm has signed up to their Factbook Investment Reporting™ Solution utilising Factbook’s advanced Studio 10™ technology platform. “In partnership with Factbook’s consultancy skill sets, the Factbook Investment Reporting™ solution enables the client to totally automate the production of their entire suite of performance and attribution reports” commented Bradley Fincken, Factbook...

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Translation fears mount over KIID documents.

June 2, 2011

Legal, translation and reporting specialists have voiced fears over the burden for fund promoters under UCITS IV. Among the important legal, workflow and production challenges in meeting the KIID (Key Investor Information Documents) requirements to be implemented in July, fund managers that wish to ‘passport’ UCITS funds into other EU states will have to translate KIIDs into the local language of each country where the fund is sold. Brooke Christian of leading translation provider TransPerfect...

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Factbook to Sponsor TSAM Europe 2011 – London – 8 March 2011

February 14, 2011

Factbook, a specialist provider of fund reporting, marketing and data management solutions to the investment community will be sponsoring, and exhibiting at TSAM Europe 2011. Regarding what is certainly a very current topic, Abbey Shasore, Factbook CEO, will be speaking on the main panel discussions on preparing for UCITS IV, with a specific emphasis on the challenges investment managers are facing in the Key Investor Information Document (KIID) delivery process. “With the implementation deadline of...

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