Our document library

We’ve collated documents related to investors and managers so you can easily find the information you need

What you get access to

Public documents relating to investors and managers, the library also includes documents created by us aggregating all the information from across the platform

Investor documents

  • Investor meeting packs
  • Minutes and agendas
  • Monthly, quarterly, and annual reports
  • Consultant presentations
  • RFPs
Investor documents illustration
Manager documents illustration

Manager documents

  • Fund factsheets
  • Fund presentations
  • Fund prospectus

Created by us – Consultant docs

Our analysts combine information we have on funds and consultants into detailed dossiers. These documents give you the low down on competing funds and so you can refine your pitch to consultants.

Consultant documents illustration