Pointers for creating the perfect fund fact sheet

If you work in Fund Marketing, then you know the importance design plays in communicating fund information to investors. From getting your branding spot on, to using chart labels, it’s the details that count and make your documents stand out in a crowd. At Kurtosys we combine professional desktop publishing software with a team of experts and our own automation platform to produce your fund fact sheets at scale. (Click on the image for the full size version.)

1. COLORS – LESS IS MORE

Use only your corporate color scheme – if you need more colors use neutral tones like grays and shades of your main color(s).

2. TABLES – AVOID VERTICAL RULES

Vertical rules in tables can be ugly and visually distracting. Try using alternating row tints and more white space instead.

3. DON’T USE A PIE CHART

Pie charts can be misleading. Would a bar chart tell a more accurate story? Can also work better for mono printing.

4. LOGO – USE EPS FILES

Make sure you use EPS (vector-based) images for logos.No one wants to see a pixelated logo on your beautiful fact sheet!

5. USE FUND MANAGER PHOTOS

Use high quality photos to accompany fund manager commentaries/bios. People images bring your fact sheets to life.

6. USE LABELS ON CHARTS

Try using labels on charts to highlight the important information you want yourreaders to see.

7. CUSTOMIZE RISK RATINGS

Create a custom risk rating with your branding. Your compliance team will be happier, your readers will be better informed.

Learn more about our DocPress solution for automating fund marketing documents.

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Garth Alistoun

Garth is Director of Document Production at Kurtosys

Latest posts by Garth Alistoun (see all)

• 5 signs it’s time to consider outsourcing your fund marketing document production - March 9, 2019
• 7 Tips to Creating the Perfect Fund Fact Sheet [INFOGRAPHIC] - February 5, 2019
• 7 Reasons why doting on digital won’t mean the end of fund documents - January 27, 2019