Blog

Keeping pitch books and sales decks accurate when the data never stops moving

by Andrew Sherlock

We look at why pitch books go stale, what rebuilding them costs, and how to keep every deck accurate and on-brand with pitch book automation.

by Andrew Sherlock

Producing PRIIPs KIDs and UK product summaries across a large fund range is a permanent production job. We look at…

by Andrew Sherlock

A fund sold in eight markets needs its KID in every language, all saying the same thing at the same…

by Andrew Sherlock

At many investment firms, the boundary between “client reporting” and “client servicing” is more a product of history than of…

by Andrew Sherlock

Ask anyone who has run a client or fund reporting project how it went, and “on time and on budget”…

by Andrew Sherlock

Ask 10 asset managers what “good” client reporting looks like and the answers will mostly agree in outline – accurate,…

by Andrew Sherlock

We take a look at why delayed fund manager commentary happens – and the practical changes to fix the problem.