Automate and monitor your Key Investor Information Document process

Automate and monitor your Key Investor Information Document process
15 Dec 2011
Tags: Portfolio

You do not have Flash Player 9 installed.

Click this button to install Flash Player 9 and enjoy the experience.

FactSet provides a number of ways to help you maintain compliance with new UCITS IV fund rules for international investors. In this brief demonstration, we will highlight the advantages of FactSet's KIIDs solutions. FactSet helps you automatically generate the documents you need to stay compliant:

Monitoring: Use CESR compliant SRRI calculations in Portfolio Dashboard and SPAR to help you monitor changes to relevant risk statistics.
Receive Statistics via FTP: Populate a third-party KIID production process with SRRI statistics.
Full Solution: Fully and automatically produce KIIDs, automatically produce multiple KIIDs, and rely on FactSet to help you remain fully compliant.

Related Stories

Key Investor Information Documents

Comments

Connect with FactSet
	Subscribe to Updates
	Follow us on Twitter
	Download Podcasts
	Watch us on YouTube