Fund factsheets are indispensable tools that inform investment decisions and build investor confidence. But creating compliant fund factsheets for multiple jurisdictions presents significant challenges. Producing high-quality fund documents that requires stringent quality standards and demanding production schedules, is both resource- and cost-intensive for Asset Managers.
The production challenge on a global scale
Competing in an increasingly global market necessitates additional administrative efforts. Each fund and share class requires its own factsheet, meticulously translated and delivered promptly to distributors worldwide. Meeting local market needs while maintaining compliance standards compounds the difficulty.
Leveraging technology for efficient fund factsheets
In today’s market, a fund’s success is often tied to its speed to market. Regulatory expectations and distribution complexities are growing, making automation an essential tool for reducing production costs. Understanding the multifaceted demands of modern cross-border fund factsheets can significantly help streamline the process.
FE fundinfo specialises in bringing asset managers’ fund factsheets to life with precision and customisation. In the fast-paced global financial landscape, mastering factsheet production isn’t just beneficial – it’s essential.
FE fundinfo’s “Mastering Fund Factsheets” expert guide provides valuable insights into enhancing factsheet quality, streamlining production, and utilising automation technology. This guide addresses cross-border complexities and emphasises the importance of data consistency.
Transform your factsheet production process – .