Reducing resource intensity in fund factsheet production

For many asset managers, producing fund factsheets is a resource-intensive process that demands considerable manpower and time. As fund ranges expand and reporting requirements become more complex, the strain on resources can impede other critical business functions. Addressing the efficiency of factsheet production is not just a matter of cutting costs but about reallocating resources to where they can generate the most value for the firm and its clients.

The burden of resource-heavy processes

Creating a single fund factsheet involves various steps – data collection, validation, design and content verification – all of which require human intervention. During peak reporting periods, the demand on staff can lead to burnout and errors, compromising the quality of the output. For smaller teams, these periods can be particularly challenging as the same staff may be tasked with multiple roles, from data analysis to client communications.

Furthermore, managing updates and revisions to factsheets, especially for firms with a large array of products, consumes a disproportionate amount of time and effort. This not only affects the timeliness of the information provided to investors but also limits the ability of staff to engage in higher-value activities such as strategic planning and client service.

The hidden costs of high resource use

The high resource demand of traditional factsheet production also incurs hidden costs. These include the opportunity cost of diverting skilled employees from their core competencies, potential overtime costs and even the cost of turnover if employees feel overwhelmed by the workload. Over time, these costs can accumulate, impacting the overall efficiency and profitability of the organisation.

Streamlining through technology

By leveraging technology, fund management groups can significantly reduce the manpower needed for routine tasks. Automation in data handling, content verification and document generation can free up staff to focus on more strategic, value-adding activities. Moreover, technology can improve accuracy and speed, reducing the need for revisions and allowing for more timely updates to fund documents.

How FE fundinfo's Factsheets service can transform your resource allocation

At FE fundinfo, we understand the challenges associated with resource-intensive factsheet production. Our Factsheets Production service helps fund management groups streamline their operations and focus on their core business goals. By automating the end-to-end process of factsheet production, our service reduces the manual labour required and freeing up your team to add value elsewhere.

Our solution offers a number of revolutionary functionalities. Our clever configuration tool ensures client intervention into the process is reduced to a minimum,  whilst our strict data validation process combined with intuitive dashboard ensures that your factsheets are also consistent, compliant and professional.

By partnering with FE fundinfo, you can minimise the resource drain associated with factsheet production and reallocate your valuable human capital to where it can be most effective – growing your business and enhancing client satisfaction. Let us help you optimise your operations and achieve greater operational efficiency with our comprehensive Factsheets service.