Fund Management Group's Guide to FundsLibrary

FundsLibrary is one of the largest distributors of fund information in the UK. It is therefore now one of the most important distribution points for fund management groups. Following rapid growth, we have seen significant increases in both the number of professional investors using www.fundslibrary.co.uk and the number of third-party corporate clients utilising FundsLibrary information services for their own websites.

Increased distribution for FundsLibrary means that more of your fund information can get to more professional and private investors. Our management information reports also enable you to receive greater visibility on where your fund documents and data are being used most.

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Data Fulfilment (RFI) Solution

FundsLibrary has developed a Request For Information (RFI) Solution that allows you to deliver fund information in an efficient and cost-effective manner. Utilising the existing FundsLibrary database, we can automatically generate and populate your client spreadsheets with requested data in required formats. Once populated, we return the spreadsheets back to your Data Managers so that they maintain your third party relationships.

Data delivery within the fund industry can be a major problem, as different data users require different information in many formats; all of which takes hours to supply. FundsLibrary can help you fulfil your regular data requests to save you thousands of pounds every year.

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Peer Group Analysis Service

The Peer Group Analysis Service is designed to help fund management groups acquire comprehensive, standardised data on their competitors. You can specify both the range of funds and the specific data fields from our database (such as charges, asset split, sector split etc). Your peer group analysis report is then available online, which you can download whenever you wish to get refreshed, current data for your own further analysis.

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Factsheet Production Service

FundsLibrary's Factsheet Production Service offers a fast, efficient process which can cover every aspect of factsheet creation, from the initial design right through to the monthly publication of each document. The service is suitable for standard 1-2 page fund factsheets for the UK market, as well as multiple page and multi-language documents that are required for online purposes or in hard copy.

You choose whether we consult on factsheet content and graphic design or simply produce your pre-designed documents; we reduce the time and cost burdens associated with factsheet production.

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