Fund Factsheets

//Fund Factsheets

Import Fund Terms Data for Multiple Funds at Once

We are happy to present a new type of import which allows you to upload or update your fund terms. It is another handy functionality which aims to help you with creating fund factsheets more effectively. … read more

2019-08-07T09:55:55+02:00August 7th, 2019|Fund Factsheets, Product News|0 Comments

Let Us Help You with KIID and PRIIP KID Distribution

Fundpeak newly offers a simple way to manage and release KIIDs and PRIIP KIDs to the marketplace. Our solution is fully integrated with your existing fund factsheets, which ensures that any updates are immediately rendered. … read more

2019-07-02T11:22:10+02:00June 20th, 2019|Fund Factsheets, Product News|0 Comments

TopSheets Mobile App Now Available to Android Users

Do you need to access your fund factsheets from a mobile device? We are happy to announce that you can use our new Topsheets mobile app for Android to do that. This simple mobile app allows users to view and analyse funds they have stored in Topsheets. There is a ... read more

2019-07-02T11:49:27+02:00January 16th, 2019|Fund Factsheets|0 Comments

2 New Templates for Your Fund Factsheets

We have added another two new fund factsheet templates to our template collection. There are currently 18 different templates available in Topsheets. Every ready-made tearsheet template is well-designed and offers an unique and elegant look. Performance Plus This is a brand new factsheet template with a fresh design that highlights ... read more

2019-01-15T13:48:08+02:00December 10th, 2018|Fund Factsheets|0 Comments

Show Fundamental Statistics in Your Factsheets

Fundamental statistics are used for the valuation of companies that have publicly traded shares. Several different fundamental statistics are used among analysts, traders or investors. Some of these fundamental statistics are now available in your TopSheets reports. Undervalued or overvalued stocks? With fundamental statistics, anyone who considers to investing in ... read more

2019-01-15T12:34:58+02:00June 6th, 2018|Fund Factsheets|0 Comments

Fund Factsheet Automation or Manual Production

Are you considering fund factsheet automation? Do you produce your precise fund factsheets on a regular basis, but are unsure whether to create the reports manually or automate the whole production process? In the past, most managers used office productivity softwares, like MS Office, to produce factsheets. Excel was a ... read more

2019-01-15T13:52:08+02:00April 17th, 2018|Fund Factsheets|0 Comments

3 Easy Ways to Add Fund Factsheets to Your Website

It is no longer true that Excel charts and its analytical tools are the only option available to present your fund data to clients. Excel has become a rather outdated solution and in today's busy world, people want quick insight into a fund's performance. Avoid Using Static Tables and Charts ... read more

2019-01-10T11:23:20+02:00June 9th, 2017|Fund Factsheets|0 Comments

The 6 Most Frequently Used Statistics in Managed Futures Factsheets

We analyzed 150+ fund factsheets, which managers sent us and which we use for performance updates of our Managed Futures Database, to complete this brief survey. All of the factsheets we analyzed are published monthly. A large majority of managers publish information about AUM of the firm or program. The ... read more

2019-01-10T10:44:04+02:00April 4th, 2017|Fund Factsheets|0 Comments