If you’re looking to invest in a fund, you need to know the facts.
But which facts are most important to investors? How do these differ across asset classes? And how can you ensure the information is presented simply and consistently across an extensive range of funds, both on paper and online?
What’s more, as a global asset manager whose fund information is constantly changing, how do you make it easy for the business to maintain the quality of its documentation?
We designed a scalable fund dashboard to give investors an immediate overview of all key data. This is underpinned by a set of clearly labelled modules, all designed to work as standalone components so fund documentation can be created quickly, and to varying degrees of detail, depending on the client need.
The result is a clear set of informational design standards which make it easy for the business to create investor-centric fund documentation to the highest standards both on paper and online.
