Case Study: Connor, Clark & Lunn Financial Group achieves faster, lower-risk short disclosure filing with FundApps Filing Manager

Connor, Clark & Lunn Financial Group saves 7 hours a week with FundApps

Connor, Clark & Lunn Financial Group, a large privately owned asset management firm, faced a significant challenge when their data provider suspended its automated short disclosures service for Australia. This would have required their team to manually prepare and submit thousands of complex disclosures annually to meet ASIC requirements, a process they recognized as cumbersome and prone to risk. They turned to their existing vendor, FundApps, for a solution.

FundApps developed a new service called Filing Manager through a product sponsorship arrangement with the client. The solution automates the identification and submission of short position disclosures. This implementation saved the team at Connor, Clark & Lunn Financial Group roughly 7 hours per week, reducing risk and creating capacity for value-added work. FundApps provided an efficient, end-to-end process within a single integrated system, eliminating the need for multiple vendors.

Connor, Clark & Lunn Financial Group