Best design practices for your fund factsheets

3 years ago by Mirco Raddatz Mirco Raddatz

Best design practices for your fund factsheet


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Here at anevis we have the chance to work with a lot of different asset managers, whether it be designing their factsheets, automating fund performance reporting or benchmarking a complicated index value for them. One thing we are continually reminded of is how big an impact the visual layout and aesthetic can have for their factsheets. Fund factsheets, when properly designed, can have such a significant impact, whether it be to make their life easier, automate manual reporting processes or help improve their fund’s market perception. And whenever we have the chance to work with new managers, they are usually surprised at how some key design considerations can go a long way!

We thought it would be valuable to highlight some of these best practices as we start off this year’s roster of webinars. Our January webinar covered one of these areas, focusing specifically on design elements. January’s webinar gave an overview of some of the main elements of Great Factsheet Design considerations, presented by anevis solutions CTO, Lee Wasilenko.

Watch our webinar “Elements of a Great Fund Factsheet”

And If you weren’t able to catch January’s webinar and still want insight into these best practices, please view our on-demand webinar video “Elements of a Great Factsheet” by registering here.


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We will be rolling out our 2016 webinar series with new topics through the year, so stay tuned and check out our website so you can be kept up to date.  And let us know the topics that interest you most so we can add them to our roster.

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