Outsourcing for Investment Boutiques

A Complete Outsourcing Solution

The outsourcing package includes document creation, document optimization, regulatory and product maintenance, production coordination and project management — all for an economical, fixed-fee annual amount.

Industry-Leading Quality Plus Customization

Building on expertise developed over more than two decades of similar work for top-tier asset managers, our outsourcing service lets you customize the industry’s best templates with branding and content options.

Coverage for All Client-Facing Material

Scope includes all key compliance documents, marketing collateral and service touchpoints:

  • Prospectus
  • KIID/KID (EU/UK) or summary prospectus (US)
  • Shareholder notices
  • Welcome kit/onboarding guide
  • Account and service forms
  • Fact sheets/promo sheets
  • Manager commentaries
  • Online fund profiles

Important Benefits

Only our service can deliver the following:

  • Clarity and consistency of information for strong compliance and legal protection
  • Increased usability internally and externally
  • Communications that convey your brand
  • Lower costs through process/management efficiencies and dramatically shorter documents
  • Faster time-to-market through faster approvals
  • Top-quality documents that project an image of professionalism and client focus
850+Number of KIIDs/KIDs written and designed by More Carrot
92.5Percent of More Carrot projects from repeat customers