Factbook News

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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Factbook launch automated Key Investor Information Document (KIID) solution

January 25, 2011

Factbook, a specialist provider of fund reporting, marketing and data management solutions to the investment community are delighted to announce their latest addition to Factbook’s solution suite, Factbook KIID™. Factbook have created an end-to-end solution in Factbook KIID™ that effortlessly assembles and incorporates market and in-house data to deliver CESR “KIID essential elements”. The service handles production and dissemination with ease and produces print ready KIIDs in multiple languages giving investment...

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Factbook CEO reflects on last month’s Client Reporting and Servicing Conference

December 7, 2010

Factbook, a specialist provider of fund reporting, marketing and data management solutions to the investment community sponsored Osney Media’s recent Client Reporting & Servicing Conference (CRS). Here, Factbook CEO, Abbey Shasore, shares his thoughts on what was a busy two-day event… "I was most encouraged that, once again, this important event on the Investment Reporting calendar was so well supported. I noted that the Factbook stand was busy throughout the exhibition sessions; and...

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Factbook CEO to speak at Client Reporting and Servicing Conf, London 17-18 Nov

November 4, 2010

Factbook, a specialist provider of fund reporting, marketing and data management solutions to the investment community are sponsoring and will be exhibiting at Client Reporting & Servicing Conference 2010. "I am delighted that, once again, Factbook will be supporting what has become a landmark event on the Investment Reporting calendar” commented Abbey Shasore, Factbook CEO. “I always relish any opportunity to openly discuss issues that our future clients care about and which affect how they...

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Factbook launch Studio 10™ delivery platform

October 22, 2010

Factbook, a specialist provider of fund reporting, marketing and data management solutions to the investment community today announces the release of their latest solution delivery platform, Factbook Studio 10™. Studio 10™ provides clients with – for the first time – a single, unified, extensible platform from which to oversee and manage the entirety of Factbook’s Solution Suite. Studio 10™ boasts enhanced workflow management and monitoring, allowing process managers a completely customisable dashboard view of their reporting...

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