The Guide to Fund Marketing Document Production

The Guide to Fund Marketing Document ProductionWhile asset managers are widely using digital tools, they still need to produce certain documents to ensure regulatory compliance. Both internal communications and client facing literature are shaped by industry-standard rules that govern which person must see which document at which stage in the process.

This means, even the most digitally advanced asset managers still need to produce documents on a regular basis. However, it doesn’t mean that these documents have to be produced manually – by automating your document production through technology you can save time and resources.

In this 16-page eBook, we explore common aspects involved in Fund Marketing Document Production:

  • Common Frustrations
  • Design Process
  • Typical Components
  • Guide to Automation
  • Regulation
  • Industry Opinion

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