Added value

Huguenot deliver a 'true' outsourced solution, fully managing all data and production issues. And we tailor our process to suit your requirements – you don't tailor yours to suit ours!

Our standard service comes complete with all these added value features...

• Fully flexible templates, with fund by fund adjustments at no additional cost
• Design consultancy and artworking for document templates
• Reformatting of artwork for reproduction (monthly/quarterly fact books)
• Guidance on availability and usability of third-party data
• Collection of commentaries directly from fund management teams
• Checking of commentaries for consistency, grammar and punctuation
• Reformating of data – capitalisation & abbreviations in holdings names; presentation of redemption dates and yields for bond holdings etc

Performance data from any provider...

The Huguenot solution allows easy integration with any performance data provider.

In all cases we will ensure that the required performance history for funds, sectors and benchmarks is correctly sourced and presented.