Investment Reporting
First Quartile offers a number of specialist investment reporting services, from providing a complete outsourcing solution to selective input in specialist areas.
Analysis
Audit existing reports, processes and structures, and report on effectiveness, competitiveness and efficiency, providing options for improvement.
Artwork and Production
Where an automated process is not in place or possible, we are able to artwork reports to template, manage print and organise hard copy or electronic distribution.
Automation
Introduce an automated reporting process which pulls content directly from your systems into different reports – increasing efficiency and reducing costs.
Content
Advising on appropriate content relevant to specific investor groups. Sourcing data and originating commentaries working with your investment Content professionals.
Data Management
Advice on restructuring existing internal reporting procedures to improve efficiencies, save on costs and maximise synergies across the reporting suite.
Design
Designing individual or suites of reports that are clear, navigable and support your own visual identity. Creating templates for efficient regular production.
Miscellaneous Reports
Producing other key reports required by asset managers, from simple disclosure documents and FRAGs to more creative sustainability reporting.
Outsourcing
Comprehensive outsourcing service, taking fund information from diverse sources, to manage your entire report production process on an ongoing basis.
Project Management
Reorganising reporting processes is full of pitfalls. We provide expert project managers who have done it many times before for different organisations.