Investment reporting insights

7 July 2025

Automate and streamline your fund factsheet production, slash manual errors and impress investors with data-rich, compliant reports.

17 Aug 2022

If you manage a fund, then you know how important it is to have accurate and up-to-date reporting. Factsheet reporting, fund reporting, and fund management reporting are all critical components of running a successful fund.

11 Feb 2020

The Quant Reports platform has all the required widgets and calculation methodologies to present GIPS compliant presentations.

25 Jan 2020

Digital fund factsheets offer significant advantages, at Quant Reports we consider them to be an evolution in fund marketing.

20 June 2019

Creating documents such as mutual fund factsheets or quarterly investment reports manually is a huge drain on resources and is prone to human error.

15 Apr 2025

Discover why compliance-ready reporting is essential in 2025. Learn how automation boosts efficiency, meets regulations, and earns investor trust.

11 Feb 2020

Several lessons about GIPS, reposted from David Spaulding.

6 Mar 2020

One of the key features of the Quant Reports platform is Attribution Analysis. It is a sophisticated tool that can be used give insights into performance of a portfolio or fund manager, and enable better decision making.

24 Jan 2020

Clients are demanding greater transparency into portfolios, therefore the investment professional needs new methods of better explaining fund performance and strategies.

3 June 2025

Discover how AI, blockchain and ESG reporting will reshape fund administration in 2025. Gain practical insight to adapt, boost efficiency and drive growth in financial services.

15 Apr 2025

Learn how 2025 fund managers use automation to reduce errors, streamline reporting, and gain a competitive edge in a data-driven market.

23 July 2019

With integrated reporting software, the Quant Reports platform can make your firm stand out against competitors.

27 Sept 2022

One of the key benefits of platform performance reporting is that they give investors a much clearer picture of where their money is being invested in a timely and accurate fashion.