A step-by-step guide to optimising your fund factsheet workflow from creation to distribution

1. Collect and validate fund data from multiple sources

The first step in creating accurate and reliable factsheets is gathering the necessary fund data from various sources, such as accounting systems, performance databases, and market data providers. It's important to have a clear process in place for collecting and validating this information to ensure consistency and minimise errors.

2. Design compelling factsheet templates that align with your brand

Once you have the data, it's time to bring your factsheets to life with engaging designs that reflect your brand identity. Work with your marketing team to create templates that are visually appealing, easy to read, and optimised for both print and digital distribution. Be sure to include all necessary disclaimers and disclosures to meet regulatory requirements.

3. Automate factsheet generation and customisation

With your templates in place, you can now streamline the factsheet creation process by automating data population and customisation. This not only saves time but also reduces the risk of errors that can occur with manual data entry. Look for solutions that enable you to generate factsheets at scale while still allowing for flexibility and customisation as needed.

4. Distribute factsheets through a wide network of channels

To maximise the reach and impact of your factsheets, it's important to distribute them through a variety of channels, including your website, email campaigns, social media, and third-party platforms. Consider partnering with a distribution service that can help you reach a wider audience and ensure your factsheets are easily accessible to investors.

5. Monitor factsheet performance and gather insights for continuous improvement

Finally, don't forget to track the performance of your factsheets over time. Monitor key metrics like views, downloads, and engagement rates to understand what's resonating with your audience and identify areas for improvement. Use these insights to continuously refine your factsheet strategy and optimise your results.

At FE fundinfo, we know firsthand the challenges asset managers face in creating and distributing high-quality factsheets. That's why we've built a comprehensive platform that streamlines the entire workflow, from data management to design to distribution. Our solutions are trusted by leading firms around the world to deliver accurate, engaging and compliant factsheets that drive results.

It’s time to take your factsheet strategy to the next level: