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novem
Reporting

Reports that move with the data.

Create factsheets, board packs and client reports for web, PDF and PowerPoint.

How it works

Build it once. Refresh it when the data changes.

Set the layout, theme and inputs once. Each run uses the same definition.

  1. Set the layout

    Create sections, tables and charts in Novem markdown, then apply your organisation's theme.

  2. Connect the inputs

    Use named files, feeds or queries so the report reads from known sources.

  3. Create each format

    Generate the available web, PDF and PowerPoint outputs from the same run.

From source to release

One report, ready in each format.

Update the positions, run the report and review the web, PDF and PowerPoint outputs.

Client factsheet
web · PDF · PPTX · run record
ready
Illustrative sample · synthetic data · not a real fund
Novem Asset Management
Monthly reportJun 2026
Novem AI Infrastructure Opportunities Fund

Monthly Portfolio Factsheet

Performance, allocation and risk notes from named positions, benchmark feeds and market data.

ISINGB00NVM02486
Share classInstitutional GBP
Base currencyGBP
Fund size£248.6m
NAV£248.6m
MTD+1.8%
YTD+6.4%
Risk8.7%
Cumulative performance
Nov 25Feb 26Jun 26
FundBenchmark
Allocation
Infrastructure32.4%+1.2
Credit income24.8%+0.6
Real assets18.1%-0.3
1234567
positions.xlsxbenchmark_feed.csvallocation_summary.jsonrun log
Why it matters

Review the result. Stop rebuilding the pack.

What you can rely on

What survives the month-end scramble.

Late data, review comments and team changes should not force a rebuild.

When the numbers change

Rerun the report so the available formats are generated from the same inputs and definition.

When someone asks for the source

Use the run record to find the inputs behind the output.

While review is in progress

Keep the review status with the report so outstanding work stays visible.

When ownership changes

Keep the definition, theme and schedule in the shared workspace so the next run does not depend on one person's laptop.