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 streamlines workflows to improve consistency, accuracy, and turnaround times.
End-to-end filing support ensures timely, compliant submissions with confidence.
Seamlessly ensures compliance with SEC fund website requirements.
From implementation through ongoing production, our experts support every step of the process.
The SEC has taken a concrete step toward making electronic delivery the default method for investor disclosures. On June 22, 2026, the Commission submitted a draft rule titled “Electronic Delivery of Information Under the Federal Securities Laws” to the Office of Information and Regulatory Affairs (OIRA) within the Office of Management and Budget (OMB) — the final stop in the federal rulemaking process before a proposal is published for public comment.
