Factbook News

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...

Read more...


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...

Read more...


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...

Read more...


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...

Read more...


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...

Read more...


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...

Read more...


Factbook appoint new Chief Operating Officer

October 5, 2009

Factbook, a specialist provider of fund reporting, marketing and data management solutions to the investment community today announces the appointment of Andrew Cheeseman to the newly created position of Chief Operating Officer. He will be responsible for helping Factbook scale its operations, expand market presence and focus on ensuring that Factbook continue to effectively and competitively position their solutions. Andrew has over nine years of senior management experience in service provision to the fund industry...

Read more...


Growth continues at Factbook with senior appointment

September 25, 2009

Factbook, a specialist provider of fund reporting, marketing and data management solutions to the investment community today announces the appointment of Bradley Fincken as Business Development Manager. Fincken was previously at Ptarmigan Media where he was responsible for developing and managing several of the company’s major clients. Prior to Ptarmigan Media, Bradley spent many years at Micropal and Standard & Poor’s in the Media, Product Development and Consultancy business areas. Commenting on the...

Read more...


Clerical Medical outsources fund factsheet production to Factbook

April 6, 2009

Factbook today announces that Clerical Medical have gone live with Factbook Factsheets™, their fully outsourced factsheet production solution. Through Factbook Factsheets™, Clerical Medical is now able to fully outsource and automate the production of its fund factsheets across the Life, Pensions, OEIC and Offshore funds within its Investment Solutions proposition. Factbook, a specialist provider of fund reporting, communication and data management solutions was selected following a detailed service provider evaluation process undertaken prior to the...

Read more...


1 2 3