Blog & news

The financial landscape is undergoing a massive shift: retailisation. Alternative investment funds (AIFs), traditionally reserved for institutional giants, are rapidly opening up to individual retail investors across Europe and beyond.

An annual report follows a fixed cycle and a largely predictable structure. Accounting policies, governance descriptions, risk factors and defined terms change far less from year to year than the figures around them. This makes it a great candidate for workflow optimisation, focusing on the dynamic elements and updating content within a template over the course of the year (as and when policies and procedures change). This approach greatly reduces formatting costs while also easing the burden and time pressure often associated with deadlines, particularly in multilingual financial reporting.

The EU is in the process of rewriting SFDR - the rules that govern how funds describe their sustainability credentials. The 2.0 reform has broad support in principle, but it is not law yet due to the complex nature of the rollout, which will greatly affect a large number of funds.

Translating multilingual content for investment management, banking, insurers, and other financial institutions carries significant brand & compliance risk. The task goes beyond a simple word-for-word translation and requires everything from auditable workflows to data security and compliance with different regulations.

What's at risk from a poorly localised financial website