Huguenots creates powerful automated investment reporting for the fund management industry.

Our London-based team of data, digital and design specialists has developed a proprietary platform that generates highly personalised solutions with extraordinary versatility and efficiency. Clients of all sizes, from start-up boutiques to global asset management firms, are assured of the attention to detail, effortless customisation and peace of mind that are hallmarks of a solution crafted by Huguenots.

Fact sheet automation and client reporting

We strive to radically improve the level of investment reporting for every client. Our highly customised fact sheets are fully automated, accurately and – as the entire process is outsourced to us – with little effort. And effective automation needn’t mean compromise, as our flexible platform is built to support elegant, engaging designs.

Solutions are also tremendously scalable. Our robust reporting engine can rapidly adapt to creating alternative language versions or adding entirely new product ranges.

Portfolio data analysis and dissemination

A common problem in investment reporting is that standard third-party classifications simply don’t fit with the way a manager wants to label and breakdown holdings. This is a problem Huguenots solves.

We source portfolio data from the administrator and agree preferred classifications and methodology with investment team analysts. Our engine then automatically renames holdings as it generates customised portfolio breakdowns, learning and adapting to often complex bespoke requirements. We can disseminate this processed data on our client’s behalf.

Integrated web solutions

We leverage our powerful proprietary platform to design, create and manage product microsites, investment blogs and large, multi-audience, multilingual websites, all with customised investment reporting integrated from the outset.

Embeddable widgets

We can provide customised embeddable widgets for web content managed elsewhere, bringing the latest fund prices, performance and portfolio breakdowns seamlessly to any site.

Complete fund literature libraries can also be configured and hosted on your behalf, ensuring that investors can easily access relevant fund literature on any product page. Our investment blogging platform can additionally deliver your latest 'news and views' to appropriate pages on your website.

Manager interviews

With 15 years of experience interviewing some of the most respected names in the industry and an in-house studio in our central London office, we are well placed to help fund managers engage with the market more directly.

Document automation

Fully automated and outsourced fact sheet production solution, that doesn't compromise on design or quality.

Get in touch

Fully automated

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Fully automated

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Something about data consulting

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All about our custom solutions

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Fully automated

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Fully automated

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Portfolio reporting

Fully automated and outsourced fact sheet production solution, that doesn't compromise on design or quality.

Get in touch

Fully automated

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Fully automated

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Something about data consulting

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All about our custom solutions

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Design

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Fund manager website management

We design and manage responsive websites using Serpentine, our own industry tailored CMS system.

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Industry tailored website management system

Because we couldn't find a CMS that was suited for an asset management company, we build our own. Actively developed by our in-house development team and tailored to the needs of the industry, our CMS gives you the tools to run an asset management website that you wont find anywhere else.

Responsive web design

We design websites that works just as well on an iPhone as on a desktop. We can help you translate your existing brand into a modern website, or help you develop and expand a new brand. With build in versioning, blogging features, document system and data driven fund widgets.

Data driven components

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To find out more, please contact us

Industry Website management

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About custom solutions

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Website management - Design

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Embeddable widgets

Fully automated and outsourced fact sheet production solution, that doesn't compromise on design or quality.

Get in touch

Fully automated

Sed ut perspiciatis unde omnis iste natus error sit voluptatem accusantium doloremque laudantium, totam rem aperiam, eaque ipsa quae ab illo inventore veritatis et quasi architecto beatae vitae dicta sunt explicabo. Nemo enim ipsam voluptatem quia voluptas sit aspernatur aut odit aut fugit, sed quia consequuntur magni dolores eos qui ratione voluptatem sequi nesciunt. Neque porro quisquam est, qui dolorem ipsum quia dolor sit amet, consectetur.

Fully automated

Sed ut perspiciatis unde omnis iste natus error sit voluptatem accusantium doloremque laudantium, totam rem aperiam, eaque ipsa quae ab illo inventore veritatis et quasi architecto beatae vitae dicta sunt explicabo. Nemo enim ipsam voluptatem quia voluptas sit aspernatur aut odit aut fugit, sed quia consequuntur magni dolores eos qui ratione voluptatem sequi nesciunt. Neque porro quisquam est, qui dolorem ipsum quia dolor sit amet, consectetur.

Something about data consulting

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All about our custom solutions

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Design

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Manager interviews

Fully automated Interview Filming.

Get in touch

Fully automated Interview Filming

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About the crew

About Stig....



Get in touch

We would be delighted for you to meet the team behind our investment reporting solutions. We’d enjoy showing you some of the ways we’ve solved complex problems for others and discussing exactly how we could start solving yours.

How can we help you?