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Fact Sheets

In design as well as production, fact sheets present complex problems that require simple solutions. Our expertise in this area ranges from hosting and manual production to working with automated production houses.

  • Single template system that works across US, EU, UK jurisdictions
  • Multi-channel use: institutional, advisor, retail
  • Template variations accommodate commentaries and fund-specific marketing sheets
  • Anticipates needs of automated production, translation, format/media shifts
  • Disclosures are modularized and significantly shorter
  • Two previous in-house efforts to systematize ended in failure; carrotized templates remain in use after 5 years with virtually no changes