Best Practices & Insights

Best practices & insight around creating and automating fund marketing documents

Asset management is but another industry undergoing massive change. Whilst the speculative microscope can often shine on digital transformation (equally important, that must be said), compliance teams and marketers must also be aware of regulatory rules that seem to be constantly falling into place. Here in the UK, the policies of the Financial Conduct Authority […]

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Outsourcing your fund document production can have a magnitude of benefits for your business – from cost savings to greater accuracy and more efficient document distribution. To ensure you benefit as much as possible, working with an expert fund marketing document production company is, of course, crucial. But there are also a few things you […]

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The asset management industry is under constant pressure to keep fees as low as possible. To do this, while remaining profitable, you have to find ways to keep your business costs down. Once cost-cutting strategy that has been proven effective time and time again is outsourcing. Technology vendors are rapidly emerging to solve business problems […]

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Creating documents such as fund factsheets or quarterly investment reports manually is a huge drain on resources and is prone to human error. What’s more, it’s a major headache for the fund marketer tasked with collecting all the necessary information and getting it approved by the relevant stakeholders. Therefore, it’s not surprising that many fund […]

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If you’re a fund marketer, chances are you’ll have had your fair share of fund fact sheet disasters — days where everything went wrong, the numbers didn’t add up, everyone wanted to amend their copy — the list goes on. But fund factsheet production doesn’t have to be this frustrating or stressful! To help you manage […]

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Automating manual processes, like fund factsheet creation, is simple and advantageous. It saves time, reduces costs, lightens up the workload and minimizes errors. Nonetheless, many asset management firms are still manually and inefficiently creating fund factsheets and other fund marketing documents. Here are five components that can be automated in your fund factsheets using the […]

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The asset management industry is on a voyage of digital discovery, with firms spending more than ever before on digital marketing and tools. Firms of every size are beginning to understand how digital channels can help them reach out and engage clients, but, underneath it all, clear, compliant documents remain the bedrock of effective asset […]

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