FilePoint can create fund fact sheet automation and other data-linked marketing materials using our proprietary solution.
We can take data from multiple sources and condense to one data set.
We can create several different file formats at once, including web-ready PDFs, print-ready PDFs, and HTML outputs.
Each fact sheet template can be customized for a specific product or group. We can incorporate tabular data, static information, and graphic charts.
Once a fact sheet has gone through the initial setup process, data can be dynamically updated on a recurring basis (such as monthly and quarterly).
The SEC announced the adoption of amendments to reporting requirements for Forms N-PORT and N-CEN in its final rule relating to certain registered investment companies.
On March 31, 2025, Chairman French Hill and all of the Republican members of the House Financial Services Committee sent interagency letters requesting the rescission, modification, or re-proposal of specific Biden-Harris administration actions to the Consumer Financial Protection Bureau, the Federal Deposit Insurance Corporation, the Federal Reserve, the Office of the Comptroller of the Currency, and the Securities and Exchange Commission (SEC).
