Fund Data Management Services for Asset Managers
Our fund data services focus on collecting, managing, analyzing, and factsheets production, newsletters, and other performance-related documents. These services are critical for informed decision-making by investors, fund managers, and other stakeholders.
Fund Data Services
We offer periodic factsheet creation services for variety of clients globally, providing them with customized factsheet templates and periodic updates of these factsheets. The typical update entails process raw data to derive performance metrics, benchmarks, and other relevant information including characteristic data. We also perform the process mapping to streamline dataflow and apply automation to make periodic factsheet creation process efficient and error-free.
We offer service for periodic update of investor newsletters covering fund manager commentary, market outlook and performance summary of the fund. We leverage our strong pedigree of investment research to provide qualitative research support for generating market outlook.
We also provide service for creating manager profiles for fund managers covering their track record of funds managed and delivered returns. This document provides comprehensive view on manager’s ability to deliver as per investor’s expectations.
We craft impactful investor presentations that align with your fund’s vision, performance, and strategy. Our data-driven storytelling and visual design help engage stakeholders, highlight key differentiators, and support capital-raising efforts with clarity and credibility.
