Requirement
KASB Funds needed a standard format for their monthly Fund Manager Reports that are sent to investors in their funds.
Our Solution
Working from the initial design that KASB Funds was using for it Fund Manager Report, emagine assembled various competitor fund manager reports to advise KASB Funds management on new items and better graphics for the report format.
The report was then streamlined into a standard report that contained relevant information about the specific fund, investment activity and performance over the past month.
The Fund Manager Report was initially printed for each individual fund, but after the streamlining exercise, a single Fund Manager Report covered all funds.

