The evolution of fund document localisation

Picture a European asset manager launching a new fund across multiple markets. In Paris, institutional investors scrutinise risk metrics in French. In Frankfurt, retail investors read performance data in German. In Milan, financial advisors analyse fund objectives in Italian. Each audience expects not just their own language, but their own market context - a challenge that exemplifies the complexity of the current document production landscape.

Because factsheets are country-specific, they require local expertise and a strong  understanding of local investor expectations, said Laura Larriba, FE fundinfo’s Product Manager for document production. "Moreover, we've seen an increasing number of countries and languages to be covered as asset managers expand to distribute to new countries."

This insight underscores a pivotal industry shift. Investors now expect communications that align with their market’s distinct regulatory and cultural landscape.

As a result, the stakes are high. A misaligned narrative or incorrectly formatted risk metric can delay fund distribution, damage investor trust, or even trigger regulatory scrutiny. That’s why Nexus, with its flexible suite of modules, is built to offer a golden source of data, delivered across multiple outlets. One key module within Nexus is Factsheet production, designed to easily adapt to varying needs. As Laura Larriba explains, 'Our scope configuration is very flexible, covering many different scenarios. For example, one factsheet might be valid for several countries, while another scenario calls for one factsheet per country.'

Consider the various elements that require localisation: regulatory disclosures specific to each jurisdiction, risk metrics and their presentation, performance data formatting and marketing narratives that resonate with local investors. When a fund's data updates, changes must cascade accurately across all localised versions while preserving market-specific elements. 

That’s why Factsheet Production is built to deliver intelligent automation that can handle these nuanced requirements, from production to distribution. The complete platform manages not just the translation workflow, but the entire localisation process, including automated scope management for different countries, real-time validation of localised content, market-specific compliance checks and centralised approval workflows.

For asset managers eyeing expansion into new markets, the message is clear: successful cross-border distribution depends on mastering localisation. As distribution footprints grow, the ability to navigate these complexities efficiently becomes a competitive necessity. 

Factsheet Production is now live within Nexus. Watch our product demo now.