Category Archives: Fund Fact Sheets



Marketing Workflows: Problems and Solutions

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Marketing Workflows: Problems and Solutions

Incorporating a productive workflow into your project life cycle can greatly improve the accuracy and time-to-market of your marketing communications. We refer to “workflow” as a series of repeatable steps that transform a product into a desired end result. The idea is to move the product along in the project life cycle to catch and fix any potential errors early on in the process.Read More

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The Quality Data Management Imperative

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Data Management at Investment Management Firms - Data Source Problem

(The following blog post is the third in a series on the need for the Investment Management Industry to embrace sound data management practices. You can access the first and second posts here.)

Earlier today I was on a conference call with one of the largest asset management firms in the world.  The call was with marketing people representing operational groups in London, Hong Kong, Vancouver, and New York. The purpose of the call was to discuss factsheet automation and the need to unify their operations.  Interestingly, we could hardly stay on topic about documents and automation tools because their real problem was source data.

During the call, each group expressed their internal challenges in collecting clean, verifiably accurate and finalized data for reporting use.

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How to fix recurring fund marketing document problems

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Recurring document problems in fund marketingThese days you hear how “content is king” and that data and content are being generated at more than exponential rates. It is a constant challenge for investment marketers to keep up with the demand for compelling and current content. When it comes to fund marketing communications like fact sheets, commentaries, and pitchbooks, managing the dynamic and diverse information that feeds them can become a recurring hassle month after month, quarter after quarter. To break the vicious cycle, marketers must leverage their information (and their efforts to organize it) from one document to the next. Their goal? To fix recurring document problems.

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What’s really holding up your factsheet production? (Hint: It’s a four-letter word)

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Poor Data Management Causes Inefficiency in Factsheet Production

Factsheets are a staple of the investment marketing collateral mix.  Studies show that they are still the most widely used sales tool in the field.  Every quarter, there is a rush to get them into the hands of the sales force faster than competitors.  Many factors slow down factsheet production timelines, but the most critical factor is… data.

The efficiency, accuracy, and consistency of marketing and communication output is directly tied to a firm’s data management strategy. Firms can significantly reduce their time-to-market and risks associated with factsheet production by automating their data management process.Read More

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