What We Do > Fund Support > Fund Data Services

Fund Data Services

Our fund data services focus on the collection, management, analysis, and production of factsheets and newsletters and other performance related documents. These services are critical for informed decision-making by investors, fund managers, and other stakeholders.

Fund Data Services
What We Offer
Why SGA
Who We Work With
Insights
Meet Our Experts

NAVIGATE

Blogs | Impact of Artificial Intelligence (AI) on Data Analysis & Investment Strategies in Fund Management

Technology Enabled Fund Data Services

We offer a comprehensive data service suite from data gathering for creating ready to consume reports such as factsheets, newsletters, and performance presentations. The service covers review of existing processes to streamline the process flow and draw efficiencies through automation.

Key Activities in Fund Data Services Include:

Fund Factsheets – Comprehensive report covering fund’s performance metric, characteristic details, rating with visual... Read More
Get in touch

Fund Data Services

Fund Factsheets Creation Services

We offer periodic factsheet creation services for variety of clients globally, providing them with customized factsheet templates and periodic updates of these factsheets. The typical update entails process raw data to derive performance metrics, benchmarks, and other relevant information including characteristic data. We also... Read More

Newsletters

We offer service for periodic update of investor Newsletters covering fund manager commentary, market outlook and performance summary of the fund. We leverage our strong pedigree of investment research to provide qualitative research support for generating market outlook.

Fund Manager Profiles

We also provide service for creating manager profiles for fund managers covering their track record of funds managed and delivered returns. This document provides comprehensive view on manager’s ability to deliver as per investor’s expectations.

Investor Presentations

Our fund data experts and DTP team have been helping clients in creating investor presentations as per their needs for roadshows and distributions. We have also successfully revamped many presentations /other products for global clients which have... Read More

What We Offer

Fund Factsheets Creation Services

We offer periodic factsheet creation services for variety of clients globally, providing them with customized factsheet templates and... Read More

Newsletters

We offer service for periodic update of investor Newsletters covering fund manager commentary, market outlook and performance summary of... Read More

Fund Manager Profiles

We also provide service for creating manager profiles for fund managers covering their track record of funds managed and delivered returns.... Read More

Investor Presentations

Our fund data experts and DTP team have been helping clients in creating investor presentations as per their needs for roadshows and... Read More

Why SGA

Deep Domain Expertise

Our decade long expertise and team of SMEs ensure smooth process transition/setup and ongoing operations

Automation Capabilities

We offer full-service suite for process standardization, automation, and enhancement to draw efficiencies and scale up the volume

Exceptional Design Support

Through our dedicated design team, we deliver impactful marketing materials

Get in touch

Who We Work With

Leading Global Asset Management Companies

Investment Advisors & Wealth Manager

Leading Global Asset Management Companies

Investment Advisors & Wealth Manager

Industry

Building a transformative technology and strategic roadmap remain as the key priority for the majority of organizations globally. This has led SG Analytics to be the strategic partner in delivering robust growth, marketing, sales, technology, and operational thought leadership papers to inward stakeholders within a particular enterprise for the past 15 years. We have strong industry specific capabilities across media & entertainment, telecommunication, ICT services, healthcare & life sciences along with financial institutions.