Investment reporting firm Factbook and consultancy ICC ink partnership
July 8, 2022
ICC (Investment Conversions & Consulting, Inc.) was established in 1993 to provide institutional investors with exceptional quality management consulting and technical services for the investment management industry. The firm’s proficiency covers both the business and the technical aspects of investment systems for insurance, banking, asset managers, mutual funds, pension funds, and government agencies. Its consultants collectively have broad and deep experience in front, middle and back office operations and technology, including data management.
Factbook is a specialist provider of technology driven solutions designed to facilitate the efficient management, communication and distribution of financial information for the investment management industry. Factbook’s products and services are designed to consistently deliver accurate investment information, on time and in the required format, regardless of volume.Factbook’s solutions cover pitchbooks, client reports, fund factsheets, DDQs, and regulated reports. They are available in simple, well integrated modules that ensure firms only employ the solutions they actually require.
Commenting on the partnership, Andrew Sehulster, President of ICC, said: “Any asset manager that has grown its AuM rapidly will know that its investment reporting processes can come under severe strain during that period. If mergers and acquisitions are added to the melting pot the situation becomes even more complex. The outcome can be a high degree of duplicated effort, inefficiencies, and operational risk. Partnering with Factbook will ensure that our clients receive highly personalized services and the best investment reporting solution that both fits their business operations and meets their investors’ needs. We now have demonstrable delivery reliability both at the implementation stage and ongoing cycles for all investment reporting projects in the US.”
Abbey Shasore, CEO at Factbook said: “I have known Andrew and the ICC team for many years now and they have an excellent knowledge of the investment reporting space. Together we can ensure that investment management firms attain clear reporting objectives, only pay for what they need and get the very best from their technology investment.”