Best Practices in Fund Factsheet Production

White Paper

Download our free white paper: Best practices in Fund Factsheet Production: Work Smarter not Harder

Most asset management firms have teams of long serving, highly experienced marketing people. Yet, all too often, these experts are distracted from the core goal of attracting potential new investors. The reality, however, is that these marketers find themselves overwhelmed by Business As Usual (BAU) processes like fund factsheet production.

In this white paper find out how outsourcing factsheet production aided by new technology and enhanced models of BPO can simultaneously meet the need for high quality fund literature and radically reduce BAU demands. This includes:

  • Implementing a central repository of static data
  • Creating automated workflows
  • Producing better quality, well designed factsheets
  • Putting into place speedy language translation
  • Automatically assuring compliance
  • Distributing factsheets quickly and efficiently

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