fund factsheets

5 Things We Can Automate In Your Fund Factsheets

By Paul Fawcett on April 24, 2015
Fund Factsheet Automation

Automating manual processes, like fund factsheet creation, is simple and advantageous. It saves time, reduces costs, lightens up the workload and minimizes errors. Nonetheless, many firms are still manually and inefficiently creating fund factsheets. Technology does…

Will Your Funds Have that New Fund Smell?

By Jarlath Forde on January 22, 2015
New Fund Smell

Seize the opportunity in required pre-sale delivery of fund fact sheets and other communications On March 11th, the amended requirements for the pre-sale delivery of fund facts will come into force in Canada. This progression in…

Creating Fund Fact Sheets Using Adobe InDesign & Illustrator

By Luke Hinchliffe on September 21, 2014
Creating Fund Fact Sheets using Adobe InDesign & Illustrator

At Kurtosys one of our core strengths is producing fund fact sheets at scale. We use sophisticated data loading software in conjunction with Adobe InDesign Server to enable us to produce thousands of fact sheets in…

7 Tips to Creating the Perfect Fund Fact Sheet [INFOGRAPHIC]

By Luke Hinchliffe on September 5, 2013
7 Tips to Creating the Perfect Fund Fact Sheet

Pointers for creating the perfect fund fact sheet If you work in Fund Marketing, then you know the importance design plays in communicating fund information to investors. From getting your branding spot on, to using chart labels,…

Does your fund factsheet pass the hand test?

By Hazel McHugh on June 7, 2013

“If you can’t tell who’s talking when the trademark is covered, then the brand’s voice is not distinctive.” The hand test is a quick and dirty way to test out brand distinctiveness. So, what would happen…

5 Ways for Asset Managers to Improve Fund Factsheet Production

By Mash Patel on May 29, 2013

It’s been a very busy start to the year here at Kurtosys. We’ve onboarded many new customers and continued to help ones that have worked with us for years but in case you’re about to switch…

10 Ways to Make Outsourcing Your Fund Factsheet Production Effective & Simple

By Mash Patel on October 30, 2012

The idea of outsourcing fund factsheet production is not a new one. Many asset management firms across the world have relied on outside providers to produce and distribute factsheets for many years. The perceived benefits are…

QR Codes (Part 1): Coming soon to a fund factsheet near you

By Hazel McHugh on March 11, 2011

What do the side of a Japanese building, a plate of squid ink and the latest campaigns from AXA Insurance have in common?  The answer is that they are all making innovative use of QR (quick…

Time for the Fund Management industry to go paperless

By Hazel McHugh on February 16, 2011
paperless fund reporting

Paper is big news.  Over 30m acres of forest are destroyed annually, over 40% of which is used for paper production.  The industry is the 5th biggest energy consumer in the world, and it’s thought that…