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Donnelley Financial Solutions Fund Solutions

Investment Market Solutions

Faster, easier and smarter fund communications

Powerful new solutions are transforming the way investment and asset management professionals handle the creation of disclosure documents and client communications. By streamlining processes, automating tasks and centralising data, you can save time and money, improve communications as well as achieve a step-change in efficiency.

Cut through the complexity of producing fund documents

By combining innovative web-based tools with the expertise of outsourcing specialists you simplify and streamline the creation, management, reporting and distribution of your fund disclosure documents.

The global FundSuiteArc® platform helps you to quickly and easily:

  • Create, manage and publish fund communications in any language
  • Respond to constant regulatory change
  • Provide transparency for your investors
  • Get to market quickly, in the most productive, cost effective and compliant way

Pre-Investment Documentation

Tame the complexity of fact sheets, KIIDs and PRIIPs quickly and easily with the ArcMarketing application. Powerful pre-processing tools make the switchover effortless.

Easily edit, collaborate, approve and publish your KIIDs, Fact Sheets and PRIIPs

Creating fact sheets, key investor information documents and PRIIP KIDs is complex, time-consuming and potentially expensive - especially if handled inefficiently. It is a core part of your marketing, however, and an essential requirement of your investment communications. Accuracy is essential and the information presented to clients must arrive on time, every time.

Add in the complexities around translations, different regulations and rapid product development to meet market conditions and you have a challenge that threatens to slow down your business and frustrate your teams.

Be faster and more agile

Creating the documents in-house can prove to be too slow, cumbersome and labour intensive to meet the expectations of the modern investment community. In the past, software and related services have delivered only limited solutions, failing to take full advantage of the efficiency improvements possible through technological innovations.

The ArcMarketing platform delivers a profound transformation in the approach to the creation of investor documents. Now you can use centralised data repositories to quickly, easily and cost-effectively publish your content and fund information.

Stay in control - or outsource to the experts

You can create the documents yourself, using robust tools and an intuitive user interface that makes is easy for your teams to share content, collaborate and approve documents. Or you can outsource the creation of your KIIDs and other fund documents to expert teams at Donnelley Financial Solutions for a high-quality, affordable and effortless solution.

Automated switchover

Best of all, ArcMarketing application is easy to implement, with automated tools that handle the changeover from your existing solution. Because it is a web-based application, there is also no impact on IT infrastructure.

Integrated fund communications

The ArcMarketing tool is part of the FundSuiteArc, integrated, web-based platform designed to create, manage and distribute compliant fund communications in any language.

  • A one-stop platform for all of your fund documents
  • The only solution that links all your documents via a golden source of information
  • Helps you easily and quickly transform data, translate content and publish in multiple formats

New KID on the block

The European Commission (EC) is soon implementing a directive that will mandate how the Insurance and Banking industries market and sell their funds. Following the regulatory change, a document called PRIIPs KID (Packaged Retail Investment and Insurance-based Investment Products Key Information Document) will need to be provided to investors prior to investment. Whilst the regulations will not come into effect until December 2017, we are already prepared for the change and can offer advice to those affected by the PRIIPs regulations. To find out more about our PRIIPs KID services, please click here.

Publish, distribute, host and archive documents using a powerful web-based tool

To meet KIID rules fund managers need to create and deliver a huge number of documents - and keep them continuously updated. The ArcMarketing tool is an easy-to-use, web-based application that streamlines the creation and management of these and other fund factsheets and template-based communications. It also works across multiple regulatory regimes and in any language.

The effortless way to create, manage and publish your fund sheets

The ArcMarketing platform empowers your users, giving them the tools they need to shorten publishing cycles and create consistent, effective marketing documents for multiple channels. An intuitive user interface makes is easy to:

  • Share content
  • Collaborate with colleagues
  • Approve documents with greater accuracy in less time

Robust content management tools allow groups to collaborate remotely while content can be entered a single time and easily applied across multiple documents. ArcMarketing also supports universal edits across documents - ideal for updating content such as period end dates and disclaimers.

Work anywhere

Because the ArcMarketing tool is a hosted service your team can access it from any location; work, home or on the road. Production proofs are delivered online, speeding the approvals process, and fact sheets can be sent directly to your company website or to other web locations for publication.

Flexible re-use of data

The use of a central data repository means you can quickly and easily:

  • Re-use and re-purpose content and data into multiple formats and document types
  • Create market commentaries and fact sheets as PDFs and then re-use the same content for Microsoft PowerPoint presentations

Re-using content in this way saves time for your teams and helps you publish information more quickly and accurately, improving client service and keeping the regulators off your back.

Automate for efficiency

Software solutions ought to deliver significant improvements in efficiency by automating processes and handling the workflow. ArcMarketing tool delivers on these promises by automatically compiling data from external sources and prompting you when updates are required:

  • Collect, aggregate, calculate and monitor variable data
  • Automatically calculate and monitor the published SRRI value
  • Store translated content in our library for re-use

The solution can also be tailored to your precise needs, with automatic data feeds and templates that match your branding and meet the various regulatory requirements of different territories and markets. And when new regulations come into force, the team from Donnelley Financial Solutions deals with all the backroom changes and configurations, saving you time and reducing frustration.

Improve communications

The ArcMarketing solution uses Plain Language principals and design techniques to make KIIDs easier to read. The solution also delivers expert translations, complemented by state-of-the-art terminology management and translation memory. So you can easily and quickly publish in multiple languages using consistent content from shared translation libraries.

Streamline management

The ArcMarketing solution provides built-in role permissions, audit trails, change history and version control. It can even create a quick and manageable implementation timeline for you.

Easy to switch

Highly advanced pre-processors make for fast and effortless switching from your current solution, with minimal involvement on your part. Ease your workload with confidence that our proven changeover systems can handle everything and deliver a smooth, easy transition.

Save money

ArcMarketing is a highly cost-effective solution, not least because our automation solutions remove headaches and hassles, saving you time and streamlining workflows. The solution delivers rapid return on investment and is proven to be more cost-effective than in-house solutions and alternative services.

Unparalleled customer service

In addition to your assigned project manager and implementation team, ArcMarketing e-Customer Service Representatives are available from 7am to 9pm local time to handle all your questions, so you always have resources to support your needs.

Proven security, accessibility and confidentiality

Donnelley Financial Solutions employs state-of-the-art technology and our security is supported through redundant, secured infrastructure and servers.

  • Data integrity with frequent backups stored on and off-site
  • Virus protection with daily scans and updates
  • Audit trail of user activity, including log on/off
  • Control of user access at every level
Pre-Investment Documentation

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