7 Problems With Automating Factsheets In PowerPoint

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7 Problems With Automating Factsheets In PowerPoint

Maintaining a strong and positive brand image is more important now than ever. Every contact with a client and every piece of material they see from your firm needs to be professional, timely and well produced. Even something as mundane as a poorly produced factsheet can be off-putting and give an investor pause to think about the overall quality of your operations. Yes, even in the digital age, quality design and typography in printed materials really matters. That’s why automating factsheets in PowerPoint is a bad idea. 

A long-time head of marketing for a major asset manager once said to me: “If you look at the most successful companies in any industry, you’ll find that they share one thing in common; excellent branding.”

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The Growing Importance of ADA Compliance for Investment Companies

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Investment Marketing ADA Compliance

The asset management industry stands at a pivotal crossroads where inclusivity and accessibility are not just niceties but necessities.

The growing importance of ADA (Americans with Disabilities Act) compliant investment marketing materials is a testament to the industry’s commitment to serving a diverse clientele, and also to the evolving regulatory environment in which they operate.

Around 20 million Americans (8% of the population) live with some level of visual impairment.  ADA compatibility helps ensure that individuals with disabilities have equal access to financial resources and services, which is crucial in fostering an inclusive economy.

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Four, No FIVE things to Look for in a Content Automation Solution

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4 content automation capabilities for asset managers by synthesis technology

I’ve written and spoken frequently in the past about what asset management firms should be looking for as they evaluate content automation for production of their templated literature; fact sheets, commentaries, sales ideas, pitch decks etc. Indeed, this article is largely an update of one I wrote in 2021. I feel compelled to revisit the topic today, however, because of one key thing that seems to be driving a lot of decision making in the market today.

The four things described in the original blog remain as on point today as they were in 2021: data source flexibility, data visualization power, real scalability, and integration capabilities.

The fifth item is hidden in the discussion of the original four and I feel it should be brought to the forefront. And that item is: the total long-term cost of ownership of the solution.

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10 Best Practices for Tailored Shareholder Report Design

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In our recent conversations with fund companies, we have been pleased to hear that the teams managing Tailored Shareholder Reports are taking this new SEC mandate as an opportunity to enhance their brand.

 

The detailed ins-and-outs of branding and branding-adjacent tasks can be unfamiliar to fund administrators and the teams involved in the regulatory and client reporting side of the investment management business.

 

 Luckily, it’s not rocket science.

 

It is simply a process that helps to keep the firm’s look, feel, and messaging fresh. A rebrand can also be used to align a firm’s outward appearance with evolving trends, compliance needs, fund acquisitions, and/or strategic objectives. Rebranding can range from minor color and font changes to a complete overhaul of design and components – all things that must be accounted for in Tailored Shareholder Report planning.

 

However, in order to ensure all of these components are reflected in the TSR, an effective document design process is essential. Here, we offer a few of our best practices for creating a truly eye-catching and brand-defining Tailored Shareholder Report:

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