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Branche: Finanzdienstleistungen / Fondsforschung | Hauptsitz: Deutschland | Herausforderung: 500–800 Fonds-Factsheets pro Monat | Lösung: Pagination Cloud für die automatisierte Erstellung von Fonds-Factsheets Diese Fallstudie zeigt, wie ein mittelgrosser deutscher Asset Manager einen anfalligen internen Workflow fur die monatliche Fund Factsheet-Produktion durch einen skalierbaren automatisierten Publishing-Prozess ersetzt hat. Das Ziel war nicht, das gesamte [...]

Ninepoint Partners, one of Canada’s leading asset management firm, oversees billions in assets across diverse funds. To communicate with investors and advisors, the firm relies on fund fact sheets that summarize performance, strategy, and portfolio data. Before automation, producing these documents was a manual process that consumed valuable time and resources. Data was prepared in [...]

If you’re an asset manager, financial advisor, or investor relations professional, knowing how to read a fund fact sheet is essential. These documents play a crucial role in fund marketing and compliance, offering a clear, concise snapshot of a fund’s performance, objectives, fees, and risk profile. A well-designed fact sheet helps investors make informed [...]