Fact sheets and performance reports are important communications vehicles to provide prospective and existing clients detailed and timely information about a fund’s performance. They are ongoing requirement but take time to administer. Outsource the creative development, printing and monthly distribution of your fund reports so that you can focus your time on more value-added work.

Our creative services and fund reporting group can create full-color fund fact sheets, letters, and customize performance reports to include any combination of text, charts, tables or illustrative models. Our fund reports are modular and customizable templates. Created in an easy-to-edit and linkable format, they are available in PowerPoint and/or Excel. Each report and/or fact sheet can be updated by our in-house staff as new information or performance data becomes available. Our service offering can also include monthly email distribution to your client contacts. We offer ongoing support with a 24-36 hour turnaround.

We can also help boost your fund’s visibility through Fund Database Reporting service. Let us set up and manage your monthly submission to as many as 21 leading institutional databases.