NEWS

Industry: Financial Services / Fund Research | Headquarters: Germany | Challenge: 500-800 fund fact sheets per month| Solution: Pagination Cloud for automated fund fact sheet generation This case study shows how a mid-sized German asset manager replaced a fragile internal workflow for monthly fund fact sheet production with a scalable automated publishing process. The [...]

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 [...]