Category Archives: Fund Fact Sheets



Why Outsourcing your FactSheets to a Service Bureau is Risky

Share Button

outsourcing factsheet automation to a service bureau is riskyEvery investment marketer would love to get tedious tasks, like updating factsheets, off of their plate. Automation is a great way to accomplish this. When you’re considering how to automate your factsheets or other investment marketing collateral, there are essentially four different approaches you can consider.

Your options are:

There are pros and cons with each of these options and, depending on your firm’s situation and goals, one of these options will be the best fit. Firms operating under tight budgets and resources will often gravitate toward the first option on this list — outsourcing factsheets to a service bureau. The manual production of marketing collateral like factsheets, commentaries, and client reports is labor-intensive and laden with risk. Not to mention, it’s often the least gratifying work that the marketing team does. “Kicking it over the fence” to a fully outsourced service provider often seems like the most attractive option. Read More

Share Button

Business Rules: What They Are and Why You Need Them for Investment Marketing Content Automation

Share Button

Using business rules in factsheet automation

Hi, I’m Kim Rebecca. Throughout my career in the global asset management industry, I’ve had the opportunity to help facilitate data-heavy content automation.  I’ve done this on thousands of regulatory documents, marketing collateral, presentations, web pages and so on. Actually, it’s probably hundreds of thousands. One of the key advantages of content automation is the accommodation of the ever-expanding scope of distribution. It allows product marketers such as myself to bolster their bragging rights. I’ve had the good fortune to help three global asset managers with their content automation efforts ­­— prominent and well-recognized firms managing assets galore. I was thus somewhat surprised to find that a common challenge in the implementation phase of all of their automation was something seemingly basic: the identification and articulation of something called business rules.Read More

Share Button

Hail to the Roadies

Share Button

Hail to the roadies

There’s a real temptation in most aspects of life to focus on the headlines and not pay close attention to the subheadings, caveats, and gory details.

We see this in politics; The candidate says he or she will cut taxes or fund free yoga lessons for everyone (yeah!) but the guy talking about the programs that will go wanting or where the revenue will come from is a downer and his voice gets lost in the news cycle.

We see this in entertainment; The arena-filling rock band puts on a show for the ages, but there is no attention given to the artists mixing the sound to make it really rock in the acoustically-disastrous venue. Or, the logistics teams that figure out how to get nine semi-trucks full of equipment and crew from St. Louis to Chicago and setup for the next gig in 48-hours. (In one of my future-life alternate careers, I personally want to work in logistics for a multi-purpose arena and help organize its conversion from NBA setup, to hockey game setup, to Monster Truck setup, to rock venue and back again to NBA configuration – all in a 12-day period.)

We see it in the financial services business…Read More

Share Button

Ditch the InDesign Security Blanket to Reach Your Automation Goals

Share Button

Ditch Adobe InDesign when Automation FactSheets

When it comes to the automation of marketing materials like fact sheets, people often have a hard time letting go of their InDesign templates. This is understandable. Preserving the InDesign functionality gives marketers a sense of security, especially if they’ve been using this program for years. We see this scenario all the time in both large and small investment company marketing departments.

Read More

Share Button

Follow Us

What's Your Story?

We’d love to learn more about your situation and needs. To speak with one of our automation experts or see demos of our products, drop us a line using the form below or call us at 312-948-4949.

This exclusive report is available only to our subscribers. Please complete the form below to subscribe and receive a link to the file.
You may unsubscribe at any time