Fund Factsheets and Fund Marketing Services
Acuity Knowledge Partners offers a broad range of fund factsheets and marketing material support (as part of our fund marketing services), combined with our rich experience in working with professional software. Our teams are well versed in formatting and producing marketing material for global asset managers; our services include asset-class pitch books, fund brochures, fund factsheets, fund presentations, marketing material services, pitch decks and other slide library software support and desktop publishing (DTP) support. We also offer Seismic slide library management support, support with migration and regular maintenance and overall insight to ensure clients’ financial marketing materials and fund brochures are up to date.
Who we serve
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Commercial and Regional Banks
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Asset and Private Wealth Managers -
Mutual Fund and ETF Providers -
Fund Consultants -
Fund Brokers -
Institutional Money Managers
Fund factsheets and marketing material - Support We Offer
Periodic update of fund factsheets, ETF factsheets and financial marketing material, including presentations, pitch books, brochures and flyers, laminates and fund lists
Automated solution for data validation, analysis, calculations, charting and document updates through our proprietary “Report Generator” tool
Final form reports in multiple formats – Word, Excel, PPT, PDF, InDesign and HTML – for web, mobile and handheld devices
Interactive web and HTML-based factsheets for better efficient fund marketing
Fund factsheets and marketing material - Support We Offer
Periodic update of fund factsheets, ETF factsheets and financial marketing material, including presentations, pitch books, brochures and flyers, laminates and fund lists
Automated solution for data validation, analysis, calculations, charting and document updates through our proprietary “Report Generator” tool
Final form reports in multiple formats – Word, Excel, PPT, PDF, InDesign and HTML – for web, mobile and handheld devices
Interactive web and HTML-based factsheets for better efficient fund marketing
Customer Testimonials
The team does an amazing job channeling through so much work and helping maintain the correct brand standard for content - whether it is sales pitch; articles or product support imagery. The Acuity team was pivotal in helping redesign a sales pitch for a key win in the APAC region. The associates I have worked with at Acuity are extremely professional, courteous and highly responsive, producing excellent quality work, which I really appreciate. Everyone is a pleasure to work with!
Senior Marketing Manager
US investment management firm
Acuity is great at responding to urgent needs and streamlining processes when necessary. I have been very impressed and thankful that I get to work with a team that is diligent, reasonable, and can delegate between urgent needs and deliverables that can wait. The team has been exceptionally kind and has even, in some ways, helped me in my new role. I recently moved to collateral management and due to Acuity's awareness and thoughtfulness, they were able to catch a few of my own mistakes.
Marketing Manager
US investment management firm
How we are different
Over a decade of proven experience in working with global asset managers, including 6 of the top 20 asset managers
Winning a combination of people, technology and process knowledge
Customised and integrated technology solutions, offering more flexibility than the off-the-shelf software available in the market, specifically for fund factsheets and other financial marketing materials
Highly qualified capital markets specialists, with extensive experience in the asset management industry and project management/delivery
Expertise in producing end-to-end fund factsheets and financial marketing materials
What we have done
Presentation and pitchbook support for a Greenwich-based asset manager
What we are proud of
ca.90+%
avg. utilisation
100+
projects successfully delivered
Financial Marketing Services for a Europe-based Asset Manager
What we are proud of
$2.4m
annualized cost savings
>30,000
reports generated per annum
In the News
Fund fire
“Managers Seek to Automate Client Outreach but Face Data Hurdles”
Sailaja Devireddy, our Head of Fund Marketing Solutions, is featured in FundFire in a story on how asset managers are increasingly automating marketing content and the challenges they face.
Read More
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