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.
Live Demo ↗Source Code
Project Hero Screenshot / Demo Video
System Architecture Diagram
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Automated multi-source data aggregation
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Content Welder & Quarl template integration
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Monthly, quarterly and annual report generation
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Pre-generation data quality validation
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Regulatory compliance for investor communications
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