The Quality Data Management Imperative

(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.

Read More

How to fix recurring fund marketing document problems

These 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.

Read More

The Art of Producing Multi-Language FactSheets

By John Toepfer

There is art to producing multi-language documents of any sort, but the bar is set particularly high when focusing on data-driven documents of a recurring nature.  With documents like mutual fund factsheets, the cost and production timeline are key metrics of organizational success.  A traditional process of shipping off document files to a translation agency and counting the days for receipt of finished foreign language material – and a large bill – can be ridiculous.

In the age of content management systems and Google Translate, there is definitely a better way.

Read More

What’s Driving Asset Managers to Change Their Websites?

The design of your website sends an immediate message to investors and advisors about what kind of firm you are. In addition, web user behavior is evolving, which means your website needs to keep up with the prevailing trends for user experience. Read on for five trends that are driving asset managers to change their websites.

Read More