Fund Performance Reporting
Faster. Cheaper. More Accurate.
Performance Reports
Monthly fund reports are easy and fast with our customized fund data automation system. Data is fed through to our graphics software the same day we receive the data. Whether it is performance, benchmarks, yields or holdings you want to show, we can create them.
ddm's custom-built performance data storage system allows for speed and flexibility allowing us to produce the following tools for our financial clients.
Featured Solutions
Fact Sheets
ddm has extensive experience in producing high-priority quarterly fund performance fact sheets. Our customized automation system receives data from multiple data sources and produces exports for our graphics software. This reduces costs, time and errors. Our system works with a variety of corporate design standards.
Web Catalog
Imagine having a single location where you can store all of your collateral, reports, an ordering system, compliance logs, etc. Users can simply log on to view, download, and/or order items your firm has produced.
Website
A mutual fund website is necessary for both the customers and fund team members. We can build sites that are structured by a content management system and displays current marketing pieces instantly, as well as sites that are automatically updated daily with data.
Fund Commentaries
In this market, fund commentaries are important to clients. It is that expert analysis, relating to the fund(s) they manage, and how they are reacting to it that makes these a useful investment tool. Update them with current quarterly data or on an annual basis.
Additional Sales and Marketing Tools
ddm is a full-service marketing firm with graphic teams who can create all of your collateral materials. Our customized data automation system allows your data to be repurposed into an array of fund brochures, fact sheets, sales aids, HTML emails, and PowerPoint presentations.
