I work for a wealth management firm and I need to create a fact sheet for one of our funds. I can't seem to find any templates online and I'm not computer savvy enough to make a very professional one of my own. I would like it to look something like this: http://www.goldmansachs.com/GSAM/docs/funds/perfo…
Can anyone offer any advice or direct me to useful information? Should I use Word or Excel?
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Rip off their shit dude...
Use publisher or photoshop and just copy the general layout. Swap in some colors that your firm uses. Boom.
Use publisher if you have it..and just make one similar to the one you posted
The firm must have templates bro.
I created one for a small mutual fund company I worked for. Publisher made it look real nice.
I´d recommend Adobe InDesign or check out specialized fund factsheet production services such as Kurtosys or Fundpeak.
When in need.....Power point.
If your firm has access to Morningstar or Zephyr, these applications have a function to create Fact Sheets automatically.
Creating a Fact Sheet for company's products (Originally Posted: 04/11/2011)
I'll unload my silver bananas on whoever can help me with this. I'm trying to create a fact sheet for one of my company's products. Ideally something like this
http://www.brightdirections.com/pdf/investments/PTLDX-fact.pdf
How would I go about creating it? Just use word for it? Additionally what kind of program would you use to feed the data into the fields quarterly? Thanks I'm new at this.
I would go with Word but I think MS Publisher might work better (although I never used that program). If you have FactSet, you should be all set for the #s.
I would use excel - FactSet would work also
Isn't FactSet just a data service? We use a different reporting software so we have that covered. Or does FactSet actually construct Fact Sheets?
OP -- PM'd you.
hedge fund fact sheet (Originally Posted: 07/14/2012)
hey monkeys;
im currently a summer student at a small shop, and im being asked to "re-vamp" their current fact sheet; i was wondering what would be the best program to approach this with?
thanks :D
adobe in design
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