You can display either a traditional fund manager biography or a structured investment team in your factsheet.
Fund manager biography
To maintain company-level manager information, go to Company Profile / Principal Info, complete the Bio section, and save. This information can be used across programs.
To maintain manager information for one program, go to Strategy & Style / Fund Manager, complete the Fund Manager section, and save.
Investment Team
Use Strategy & Style / Investment Team when you want the factsheet to show individual team members instead of a single biography.
- Add a team member.
- Enter the member’s Name and Position.
- Optionally add a LinkedIn URL and Photo.
- Use the Up and Down controls to set the display order.
- Save your changes.
The online factsheet shows three team members by default. The template can be configured to show between one and ten members at a time, with Back and Next navigation when needed. A generated PDF includes all team members.
Continue your fund reporting workflow
Use this guidance when configuring a reusable fund fact sheet template and its design. Continue with Factsheet template customization and Fund factsheet production software.