Acuity Knowledge Partners rebrands to Acuity Analytics. Read press release

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Fund Factsheets and Financial Marketing Materials Services

Acuity Analytics 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.

Industries We Serve

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

Fund Factsheets and Marketing Material

  • 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

What Defines Us

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

Our Teams

Narendra Babu

Senior Director, Financial Marketing Services (FMS)

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Balaji Ramakrishnan

Managing Director, Head of Business Development, EMEA

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Sailaja Devireddy

Senior Director, Head of Financial Marketing Services

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