Asset management website: fund performance and compliance

Executive Summary

Equigest is an independent asset management company founded in 1999 and regulated by the AMF, managing more than €640M on behalf of institutional and private investors. A range of 17 funds and share classes (equities, fixed income, convertibles, diversified) managed by a team of ten people, without an IT department.

The existing website fulfilled its role as a showcase: it presented the company, listed the funds, and made documents available. But updating it was time-consuming and complex, and the website no longer reflected the brand image they wanted to convey.

The challenge of our collaboration was to build a platform where the performance of each fund is updated daily, in just a few clicks, and where regulatory documentation remains under the direct control of the teams. At the same time, we created a new, more modern visual identity, while remaining true to the codes of the industry.

A 3-month project combining a complete redesign, the CMS structuring of 17 funds, and a daily automation pipeline for NAVs, performance data, and risk indicators.

Before and after comparison of the Equigest asset management website redesign

The challenges

Automate the daily publication of performance data on fund pages
Ensure the long-term reliability of the data displayed
Make all regulatory documents accessible and easily editable (KID, reporting, periodic information, annual report)
Modernize the asset management company’s image without moving away from the codes of the industry

The project teams

Equigest: management, investment management, and compliance. Validation of regulatory content and published data.
Digidop: art direction, UX/UI, CMS architecture, Webflow development, data automation pipeline.

Our approach

A web approach tailored to the financial industry, designed to help finance teams move faster and perform better online.

A fund page template designed like a product page

Each fund page answers an allocator’s key questions: investment strategy, performance curve against the benchmark, annualized and calendar-year performance, performance scenarios, volatility and risk indicators, regulatory characteristics, documentation.

Equigest fund page presenting its investment strategy, performance and risk indicators

Track record as the first screen

On each fund page, a summary banner displays SRI, YTD performance, three-year annualized performance, volatility, assets under management, and recommended investment horizon.

Equigest fund track record with YTD performance, annualized performance, volatility, assets under management and recommended investment horizon

A comparable range of funds

The 17 funds are brought together in a table that can be filtered by asset class (equities, fixed income, convertibles, diversified), displaying NAV and performance.

Equigest fund comparison table with NAV and performance by period

From NAV to indicators, updated daily and automatically

Every day, the NAV of each share class is retrieved via an API feed and injected into the website. Based on this historical data, all indicators displayed on the fund pages are automatically recalculated.

Historical performance chart of an Equigest fund showing NAV evolution

Automation script for Equigest fund NAVs and performance data

Two audiences, two regulatory frameworks, one website

Disclosure requirements differ depending on whether the website is addressing a non-professional investor or a professional client within the meaning of MiFID II. We integrated a disclaimer that qualifies users by profile type before they enter the website.

Investor disclaimer for professional and non-professional investors on an Equigest fund page

Regulatory documentation structured by fund

KID, full prospectus, monthly reporting, periodic information, and annual report are structured in the CMS with their document type, publication date, and current version. Equigest’s teams can publish a new monthly report without involving us.

Management of Equigest fund regulatory documents in Webflow

The results

→ Complete team autonomy over publishing
→ 17 funds with data updated every day
→ 300+ performance data points automatically updated every day