Projects / Investment Fund Reporting Suite
[Investment Fund Reporting Suite]
Aberdeen Standard Investments produced regulatory and investor-facing fund performance reports on a monthly, quarterly and annual basis. I developed and maintained the technical integration layer that automated the extraction, validation, and formatting of fund performance data from CRIMS, Bloomberg, FactSet, and back-office systems into investor-grade reports using Content Welder and Quarl templating. These reports were distributed to institutional and retail investors globally, representing a compliance-critical output that investment managers, legal teams, and regulators relied upon.
Content Welder
Quarl Templates
Java
Bloomberg
FactSet
CRIMS
Live Demo ↗Source Code
Role
Technical Lead
Timeline
Ongoing (5 yrs)
Year
2015–2020
Status
Delivered
Project Hero Screenshot / Demo Video
Key Metrics
3
Report Frequencies
100%
On-time Delivery
6+
Data Sources
Reg.
FCA Compliant
Overview
Architecture
System Architecture Diagram
Key Features
Automated multi-source data aggregation
Content Welder & Quarl template integration
Monthly, quarterly and annual report generation
Pre-generation data quality validation
Regulatory compliance for investor communications
Screenshots
Dashboard
Alert Config
Analytics
Mobile
Tech Stack
ReportingContent Welder, Quarl Templates
Data SourcesCRIMS, Bloomberg, FactSet, CITI
LanguageJava
DistributionSecure Document Delivery
Challenges
Aggregating fund performance data from six-plus upstream systems accurately
Meeting regulatory publishing deadlines — reports are legally required by specific dates
Template versioning across quarterly and annual report formats
Data quality validation before report generation to prevent inaccurate investor communications
Links
Aberdeen ↗
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