Scottish Equitable Client Reports

Publication

Client Reports

Issue

Move from a general to a more personalised client-reporting format

Data Sources

Fund fact sheets and Fund selection Guides

Brief

Produce individual client and fund specific reports whilst standardising the format:

– Front Cover – with custom title

– Table of Contents – automatically generated

– Introduction – with dynamic text

– Company News

– Fund Description(s)

– Fund Performance

– Fund Commentary

– Fund Details

– Assets & Holdings

– Allocation between Members

– Market Review – quarterly or yearly depending on client setting

– Market Themes – provided as PDF

– Back Page

Interlagos Response

Interlagos designed a template approach within the corporate design guidelines to match each section of the report. Utilising the APS editor

– Introduction, Company News and Fund Commentaries entered via text editor

– Fund and market data drawn automatically from factsheet & fund selection guides

– Reports customised to reflect individual client portfolios only

Client Outcomes

– Enhanced client- fund manager relationship through highly personalised report formats

– Improved speed of reporting – reports generated within 5 days of quarter end

– Fully automated system

– Guaranteed consistency of format and presentation