Key investor information document

Project Name: Key investor information document
Client: European Fund Administration (EFA)
Country: Luxembourg
Dates: 2009–ongoing
Project description: Participation in the development of the Key investor information document (KIID). This report is part of the provisions of the EU’s UCITS IV Directive, which must be applied by each agency administering investment funds. The KIID is intended for future investors in the fund and provides information such as total expense ratio and performance. This project includes, among others, quality control of data required for the development of KIID, loading it into the data warehouse, the implementation of computational engines that provide the final information for each fund, and finally, making this information available.
Technologies and tools: PL-SQL, Oracle 10g, BO 6.5 and XI R2, BO Crystal Reports, BO Webi/Deski

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