Automating Index Factsheet Generation from 15 to 4 Working Days

Client Overview

Our client is a leading index provider that develops and publishes proprietary and custom indices. As their index lineup expanded, they needed a faster, more reliable way to generate investor-ready factsheets across a growing universe of indices and constituents—without relying on slow, Excel-heavy workflows.

Problem Statement

The client’s factsheet generation process was largely manual and difficult to scale:

• Factsheets for 65+ indices were manually created in Excel, causing delays
• Data collation and validation across multiple sources was time-intensive and inefficient .
• Creating risk metrics, ratios, charts, and compiling commentary was error-prone
• Manual sourcing of earnings data for 500+ constituents limited scalability and consistency

These challenges prevented the team from focusing on more strategic and client-facing initiatives.

Solution Provided

DPA implemented an automation-led factsheet generation workflow designed to reduce manual effort and improve repeatability:

• Built a fully automated system to fetch, validate, and process market data
• Automated the calculation of risk metrics, generation of charts, and creation of factsheet commentary
• Streamlined end-to-end factsheet generation with minimal manual intervention

This solution empowered the client with a repeatable, scalable, and fully automated workflow aligned with their growing needs.

Outcome

The automation-enabled process strengthened reporting and investor communication:

• Factsheet generation time reduced from 15 days to 4 working days
• Improved investor transparency
• Improved market communication
• More consistent reporting across indices
• Faster decision-making with timelier updates

Key Takeaway

• Replaced spreadsheet-dependent steps with an automation-first workflow built for scale
• Reduced cycle time while improving consistency across index factsheets
• Enabled the client to deliver updates faster supporting stronger investor communication

If you’re looking to modernize index reporting and move from manual spreadsheets to scalable, automated factsheet generation, connect with Decimal Point Analytics to discuss your workflow and priorities.