Factbook News

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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Lloyds Banking Group further extends fund factsheet production to Factbook

August 24, 2010

Factbook, a specialist provider of fund reporting, marketing and data management solutions to the investment community today announces the further extension of their managed factsheet service provision to the Lloyds Banking Group (LBG). LBG have chosen to migrate their Bancassurance factsheet production for both Halifax and Bank of Scotland to Factbook’s fully managed production environment, building upon the success of the earlier Clerical Medical factsheet project. This latest roll-out sees peak monthly document...

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Skandia Investment Group goes live with Factbook Feeds™ solution

July 23, 2010

Factbook, a specialist provider of fund reporting, marketing and data management solutions to the investment community today announces that Skandia Investment Group have gone live with Factbook Data Feeds™, Factbook's fully automated data feeds solution. Through Factbook Feeds™, Skandia is able to fully automate the production of its "Signature Feed" requirement taking source data from a range of data providers and automatically producing the required feed on a daily basis. Dane Schmidt, Operations Manager...

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Factbook to Exhibit at FundForum International – Monaco – 1st July 2010

June 22, 2010

Factbook, a specialist provider of fund reporting, marketing and data management solutions to the investment community will be exhibiting at FundForum International 2010. "FundForum International is Europe’s largest and most prestigious event for fund managers and asset managers. As such exhibiting at FundForum allows us to engage with future clients, whilst showcasing our industry leading solutions and at the same time ensure, as thought leaders, we are completely up to date with current and...

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Factbook to Sponsor and Exhibit at TSAM London – 9th March 2010

March 1, 2010

Factbook, a specialist provider of fund reporting, marketing and data management solutions to the investment community will be sponsoring and exhibiting at TSAM 2010. In keeping with their thought leadership programme, Abbey Shasore, Factbook CEO, will be speaking on the main panel discussions for Data Management. “Data management is at the heart of the Factbook Solutions Suite™, and as such I welcome this timely opportunity to discuss with peers this increasingly important aspect of investment...

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Factbook launch new Website

December 7, 2009

Factbook, a specialist provider of fund reporting solutions to marketing, sales, performance measurement and technology professionals within the investment community has launched their new website www.factbook.co.uk. The site update not only brings www.factbook.co.uk in line with the firm’s fresh new branding, but also now better presents Factbook’s broad range of solutions and services. Commenting on the launch, Bradley Fincken, Business Development Manager, said: “We have always taken...

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Factbook open London City Office

November 2, 2009

Factbook, a specialist provider of fund reporting, marketing and data management solutions to the investment community today announces the opening of their London City Office. The office, situated at 5 St. Helen’s Place EC3, was opened to facilitate closer links to current and potential clients of Factbook. Commenting on the opening, Derick O’Brien, Director of Business Development, said: “As Factbook continue to win business and expand our footprint servicing the Investment Management industry...

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