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).
Another N-PX season is in the books, and we noticed a few common hiccups along the way, from incomplete voting records to missing series identifiers. Here are our four key takeaways from 2026, plus practical steps to make next year's filing smoother, with less back and forth.
On September 14, 2026, the SEC deployed EDGAR Release 26.3, which corrects the Form 13F and 13F-CTR submission templates and retires the 2024 XBRL taxonomies. Here's what changed and what filers should do next.
The SEC has proposed amendments to modernize its proxy solicitation rules under Regulation 14A, aiming to reduce compliance burdens for public companies. Here's a quick look at the key provisions, what they mean for you, and how to submit comments before the November 20, 2026 deadline.
