Fund factsheet production
Copia offers a fully managed service if you decide you want to improve or redesign your fund factsheets.
Our experienced team handles the entire design and typesetting process from start to finish. For a fully outsource service, we can also take care of your monthly or quarterly factsheet updates.
Using our industry experience and expertise, our team offers a creative service, while also advising on best practice and regulatory compliance. We work with your in-house team to transform your data into easily-digestible investor factsheets.
Our experienced team has created factsheets for all kinds of funds, trusts and asset managers. This wealth of experience means we are not only able to design documents that look highly professional, but can also advise on best practice and
industry trends, including sharing advice on layout and industry standards.
Monthly factsheet production
Monthly factsheet production is a hybrid process between manual and automated. The data integration is semi-automated, for instance, but a designer typesets and quality checks everything.
Save valuable time and resources plus take advantage of our in-depth industry knowledge and specialist design process and outsource your monthly factsheet production to Copia Digital.
We can also develop bespoke integrations with your data administrator to save having to manually prepare and send spreadsheets, saving even more time and accounting for human error.