FilePoint creates full-service tailored shareholder reports that meet regulatory requirements while reflecting your fund’s brand—without unnecessary pages or complexity.
Shareholder Report Experts
Tailored shareholder reports are more than a regulatory requirement—they’re a communication tool. Using our proprietary tool, TSRTrax®, FilePoint combines TSR expertise, automation, and hands-on support to deliver accurate, compliant, and well-designed reports every time.
Satisfied with some aspects of your TSR? We can still help—by optimizing layouts, improving efficiency, and minimizing excess pages.
We design shareholder reports that align with your fund’s branding while meeting all SEC requirements.
FilePoint customizes TSR layouts to reduce unnecessary pages—helping control printing and distribution costs.
TSRTrax® ensures streamlined workflows and automation improve consistency, accuracy, and turnaround times.
End-to-end filing support ensures timely, compliant submissions with confidence.
Centralized document management designed specifically for TSR production and review.
From implementation through ongoing production, our experts support every step of the process.
Tailored Shareholder Reports—Simplified
Our TSR implementation guide ensures a smooth onboarding process. Whether transitioning from traditional reports or refining an existing TSR workflow, FilePoint makes the process seamless.
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.
On Jan. 30, 2026, the EDGAR Business Office announced that updated guidance is available regarding file size limits. The guidance also includes information regarding how filers can ensure that their file size meets the EDGAR requirements.
Recently, some large financial institutions, including intermediaries, wrap sponsors, and broker-dealers that hire outside advisers for their clients, have specified that advisers who use their platforms need better, higher-level accessibility conformance on Part 2 of their Form ADV PDFs and on Form CRS.
