NEWS

Secteur : Services financiers / Recherche sur les fonds | Siège : Allemagne | Défi : 500 à 800 fiches de fonds par mois | Solution : Pagination Cloud pour la génération automatisée de fiches de fonds Cette etude de cas montre comment un asset manager allemand de taille moyenne a remplace un workflow interne [...]

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 [...]