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 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.
