In design as well as production, fact sheets present complex problems while demanding simple solutions. Our expertise in this area ranges from hosting and manual production to working with automated production houses.
- Created single-template system that works across US, EU, UK jurisdictions
- Multi-channel use: wholesale, wire house, institutional, advisor, retail
- Also created companion templates for manager commentaries and fund-specific marketing sheets
- Made disclosures modular and significantly shorter
- Two previous in-house efforts ended in failure; carrotized templates remain in use after 5 years with virtually no changes
Consultative Sales Aid
Political Contributions Policy