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 adopted broad new rules requiring many filings under the Securities Exchange Act of 1934 to be submitted electronically through EDGAR, including the use of structured data when specified as well as a follow‑on final rule extending most of the compliance deadlines to give firms adequate time to build and test compliant technology.
The SEC recently announced two updates regarding Form N-PORT. First, the SEC announced on Feb. 20, 2026, that it is proposing amendments to reporting requirements on Form N-PORT that would apply some relief to certain registered investment companies, including registered open-end funds, registered closed-end funds, and certain exchange-traded funds.
