The Evolution of Document Authoring Solutions

Apr 14, 2016 6:30:00 AM / by Ken Stearn

Topics: Fund Document Automation, Streamline Fund Documentation Creation

I’m going to continue with drawing parallels between Satnavs, the way that technology itself evolves, and how even incremental change can make a difference in your day-to-day life.

Let’s consider the way that Satnavs evolved and compare that to document authoring solutions.

After the Motoring Atlas in the car came the first generation of consumer Satnav devices. The coverage and accuracy of them were OK but didn't stack up against the level of detail you could get with a map. They weren't really great on the graphical interface and certainly no match for the tactile experience you’d get from looking up a destination in a Motoring Atlas.

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How Your Google Searches May Already Define Your Pain Points

Apr 5, 2016 6:00:00 AM / by John Bartlett

Topics: Streamline Fund Documentation Creation, FinTech

Have you ever thought about how many online searches you do each day? Here are the facts:

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Financial Management Companies Debate Growth Strategies

Mar 4, 2016 5:30:00 AM / by John Bartlett

Topics: Fund Document Automation, Streamline Fund Documentation Creation

There are interesting debates these days. Cut cost or invest in growth? Outsource vs. keep in-house?Where does scalability fit into this discussion?

I saw this in Ignites last week:

"Market volatility … causes us just to look at our entire business, all the business processes, all the business lines, and rationalize everything…. " said CFO Ken Lewis on an earnings conference call earlier this month. See the article in Ignites.

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Language Translations and Fact Sheets – Still a Struggle?

Mar 2, 2016 5:30:00 AM / by Cynthia Taylor

Topics: Streamline Fund Documentation Creation, Fund Fact Sheet

The Undertakings for Collective Investments in Transferable Securities – better known as UCITS – provide a single European regulatory framework for an investment vehicle. This regulatory uniformity makes it possible to market an investment vehicle across the EU without worrying about the country in which it is domiciled.

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The Skeleton in the Cupboard of Best-Selling Fund Managers

Feb 25, 2016 5:30:00 AM / by Cynthia Taylor

Topics: Streamline Fund Documentation Creation, Fund Fact Sheet, FinTech

How very interesting that a publication like Ignites Europe actually has a tab or “sub-tab” under Research & Data titled "Best-Selling Managers."

Articles such as, BlackRock Tops International Sales Table; State Street Dominates UK Fund Sales; BlackRock, Deutsche Dominate International Sales; and JP Morgan Dominates Cross-Borders Sales most certainly beg the question, what makes them “best-selling”?

According to Lipper’s Best-Selling Managers rankings, BlackRock was at the top of the International-Top 5 Best Selling Managers chart, measured by quarterly net sales (in millions of Euros), in Q3 2015. Clearly, BlackRock’s dominance in the league table confirms its successful deployment of marketing materials, performance reporting or other forms of investor communication. They also certainly know how to navigate the press, as all of the articles listed above with various titles relate to the same league table category.

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If Jon Stewart Can Burn Out at His Job, Your Team Can, Too

Feb 1, 2016 5:30:00 AM / by John Bartlett

Topics: Fund Document Automation, Streamline Fund Documentation Creation, FinTech

August 6, 2015, was Jon Stewart's last time hosting The Daily Show. After 16 years he was burned out and quit. A real loss for American television, but I get it. It happens to all of us.

In the real estate business there is a term – HIGHEST AND BEST USE – defined as the best reasonable and legal use of real estate that is possible, which if supported and is financially feasible, results in the highest value returned.

One of the strongest intellectual drivers people have is to do something well – to master something. We are born with this need. When employees feel they have mastered their jobs, their performance will skyrocket. Finding a good fit between an employee’s natural ability and interest, and the requirements for the job is crucial to meeting the master need.

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Injecting “Instant Torque” into the Document and Content Automation Process

Dec 16, 2015 6:00:00 AM / by John Bartlett

Topics: Fund Document Automation, Streamline Fund Documentation Creation

Ok, another true confession. I am a huge Elon Musk fan. I saw this article the other day, and it caught my eye:

Elon Musk announced recently that an upgrade to the Tesla Model S can give it a “ludicrous” option that propels the electric sedan from 0 to 60 mph in just 2.8 seconds. Ludicrous, indeed… but let’s put that into some context.

First of all, there are only seven “production” cars that have a 0-60 time claimed by their manufacturer to be quicker than that:

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The Role of Automation in Investment Management Document Translations

Dec 14, 2015 6:00:00 AM / by John Bartlett

Topics: Streamline Fund Documentation Creation

Part 4 in a series of articles examining how automation can help institutions meet the challenges involved in creating investment management documents

In this series of articles, we are looking at five key characteristics of investment management document creation and the challenges involved in each. In particular, we are examining how automation can help institutions meet these challenges.

As we have detailed in our previous articles, the process of creating investment management documents can be extremely challenging. Managing this process is difficult enough when you’re dealing with a single language, but it becomes exponentially more complex when multilingual content is involved.

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The ROI of Investment Management Document Automation

Dec 9, 2015 6:00:00 AM / by John Bartlett

Topics: Streamline Fund Documentation Creation

Recently, I was on a call with a potential investment management client, and it was our first conversation. We were simply introducing ourselves and learning more about the prospect's company, document workflow, digital strategy and areas they could improve.

As he explained his company and their current situation, he was quick to point out that they “have no budget for this.” I interpreted that to mean that when building a business case for additional technologies, the price would need to be neutral or, at best, a reduction of their current cost.

Of course, I totally get that! If we cannot show you where there is a significant P/L impact (in a good way), then why talk, right?

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Overcoming the Challenges of Creating Investment Management Documents

Nov 30, 2015 6:00:00 AM / by John Bartlett

Topics: Fund Document Automation, Streamline Fund Documentation Creation

Part 1 in a series of articles examining how automation can help financial institutions meet the challenges involved in creating investment management documents

It is no secret that the creation of investment management documents like prospectuses, shareholder reports and fund fact sheets can be difficult. Creating investment management documents is often rife with inefficiencies and prone to errors that can result in costly reprints or, even worse, legal liability for asset managers.

One way to improve the creation of investment management documents is to automate the document creation process. In this series of articles, we will look at five key characteristics of investment management document creation, as well as how automation can help financial institutions meet these challenges.

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