Product Overview

FactSet Fund Marketing (FFM) helps scale your fund distribution, so that you can focus on what’s important: growing AUM. With FFM, users can combine analytics and publishing engines with data warehouses and distribution engines to manage, reconcile, and distribute content automatically to fund marketing and consulting databases. Our solution eliminates the need to manually update multiple, disparate databases and ensures that your latest performance is never missing, late, or incomplete.

Product Highlights:

• FFM places your firm’s performance where your potential investors are searching. With a visible, widespread fund marketing strategy you can confidently build brand recognition and maintain your database footprint with just a few clicks.
• Reduce the risk of operational errors with access to a single book-of-record, which collects data from multiple sources and ensures its integrity, accuracy, and consistency. With FFM, you can also support your sales, marketing, and client teams’ reporting workflows by enabling an exposed warehouse and associated API to program against it.
• Ensure full compliance in your reporting through FFM's data reconciliation process, which verifies that the correct data is distributed to the databases and follows governance guidelines. Validate your investors’ compliance using our automated- and fully managed -due diligence questionnaire response workflow.