Bulletins
Marketing-focused investor documents that combine compliance with creativity. Deliver timely fund insights through professional, automated communications that engage investors and strengthen relationships.
What are Bulletins?
Bulletins are marketing-focused investor documents designed to deliver timely, clear and compliant fund information. Unlike regulatory documents that follow prescribed formats, Bulletins give you the flexibility to communicate insights, performance updates and product highlights in formats that resonate with your audience.
Asset managers struggle with the challenge of creating engaging investor communications whilst maintaining regulatory compliance. Marketing teams spend hours manually producing documents, coordinating approvals and ensuring consistency across fund ranges. Bulletins automate this process, enabling you to scale professional investor communications without proportional increases in operational overhead.
Integrated with FE fundinfo's ecosystem, Bulletins connect to your golden source of fund data, ensuring accuracy whilst enabling creative presentation. Whether distributed through Fund Information Hub, email campaigns or your website, Bulletins maintain brand consistency and regulatory compliance across all channels.
Why choose Bulletins?
Present fund updates in professional, visually appealing formats that build trust and strengthen relationships. Bulletins transform regulatory data into compelling narratives that explain performance, articulate strategy and demonstrate value.
Unlike dense prospectuses or standardised KIIDs, Bulletins speak directly to investor concerns using clear language and intuitive visualisation. Fund managers can explain market positioning, portfolio adjustments and outlook in their own voice whilst maintaining compliance with marketing communication standards.
This investor-focused approach increases engagement. Advisers share Bulletins with clients, distributors use them in sales conversations and direct investors reference them when making allocation decisions. Well-designed communications demonstrate professionalism and commitment to transparency.
Ensure your marketing content adheres to industry standards whilst maintaining flexibility for branding and storytelling. Bulletins operate within regulatory guardrails for marketing communications, applying appropriate disclaimers, risk warnings and performance disclosure requirements automatically.
The platform validates that content meets FCA, ESMA and other regulatory requirements before publication. Risk ratings, past performance statements, target market definitions and other mandatory elements appear consistently across all Bulletins. This systematic approach reduces compliance risk whilst freeing creative teams to focus on messaging and design.
You maintain complete control over brand presentation. Customise templates with your visual identity, typography and colour schemes. Incorporate photography, infographics and charts that reflect your brand standards. The result is communications that are distinctly yours whilst remaining fully compliant.
Distribute Bulletins seamlessly via Fund Information Hub (FIH) or as standalone PDFs and interactive HTML pages. This flexibility enables you to meet investor preferences and channel requirements without maintaining multiple production workflows.
Publish Bulletins directly to Fund Information Hub where advisers, distributors and investors can access your fund information. Bulletins appear alongside regulatory documents, providing richer context that supports investment decisions. Investors discover Bulletins when researching your funds, increasing engagement without requiring active distribution.
Generate professional PDFs for email campaigns, website downloads or sales presentations. PDFs maintain formatting across devices and platforms, ensuring consistent presentation regardless of how investors access content. Sales teams can attach Bulletins to emails, upload to CRM systems or share during client meetings.
Create responsive HTML Bulletins that adapt to desktop, tablet and mobile devices. Interactive formats enable enhanced engagement through clickable charts, expandable sections and embedded video. Host HTML Bulletins on your website or distribute through email campaigns with superior mobile experience.
Automate production workflows to reduce manual effort, minimise errors and accelerate time-to-market. Traditional document production requires marketing teams to request data from operations, build layouts manually, coordinate reviews and manage versions—a process consuming days or weeks.
Bulletins connect directly to your fund data sources, populating performance figures, asset allocations, holdings and other information automatically. When monthly performance updates are required, Bulletins generate refreshed content without manual data entry. This automation eliminates transcription errors whilst reducing production time from days to hours.
Fund performance, assets under management, ongoing charges and other metrics flow from your fund administration systems into Bulletin templates automatically. Data refreshes on your schedule—daily, weekly, monthly or quarterly—ensuring current information without manual updates.
Configure approval workflows matching your governance requirements. Bulletins route automatically to compliance, legal and senior management for review. Approvers receive notifications, review content online and provide feedback or approval digitally. Version control tracks changes and maintains audit trails supporting regulatory examinations.
Create templates once, then apply across your fund range. When you launch new products or share classes, existing templates adapt automatically to new funds. This reuse accelerates production whilst maintaining consistency across your communications.
Integrated with FE fundinfo's ecosystem, Bulletins evolve with your digital strategy, supporting cross-sell opportunities and global distribution. As your fund range expands across markets, Bulletins scale to accommodate new products, jurisdictions and investor types without requiring proportional increases in marketing resources.
The platform adapts to regulatory changes automatically. When disclosure requirements evolve, template updates propagate across all Bulletins simultaneously. Your marketing teams continue using familiar workflows while compliance teams ensure current standards are met.
Bulletins integrate with other FE fundinfo services including Product Data Mastering, fundinfo.com membership and regulatory document production. This integration creates unified investor communications where regulatory documents, marketing materials and online presence work together seamlessly.
Customisable templates for brand consistency
Access professionally designed templates that incorporate your brand identity whilst maintaining regulatory compliance. Templates accommodate your logo, colour palette, typography and visual style guidelines, ensuring every Bulletin reflects your organisation's standards.
Flexible layout options
Choose from multiple layout configurations optimising different content types:
- Performance-focused layouts highlighting returns and benchmarks
- Strategy-focused layouts explaining positioning and outlook
- Product launch layouts introducing new funds
- Market commentary layouts sharing investment views
- ESG-focused layouts demonstrating sustainability credentials
- Each layout incorporates appropriate regulatory disclosures, risk warnings and mandatory statements whilst maintaining visual appeal and readability.
Component library
Build Bulletins from pre-configured components including performance charts, holdings tables, fund manager profiles, risk indicators and call-to-action elements. Drag components into layouts, configure data sources and customise styling. This modular approach accelerates production whilst maintaining consistency.
Integrated with your process
Connect to your fund administration platforms, portfolio management systems and data warehouses for accurate, real-time updates. Bulletins pull performance data, portfolio characteristics, holdings information and other metrics directly from source systems, eliminating manual transcription.
Supported data sources
- Fund administration platforms (FE fundinfo Product Data Mastering, third-party administrators)
- Portfolio management systems
- Performance attribution systems
- Risk analytics platforms
- ESG data providers
- Benchmark data feeds
Configure data connections during implementation, then rely on automatic updates for ongoing operations. When source data changes, Bulletins reflect updates automatically based on your refresh schedule.
PDF and interactive HTML formats
Generate professional outputs optimised for different distribution channels and consumption preferences.
PDF generation
Create print-quality PDFs suitable for professional distribution. PDFs maintain precise formatting, embed fonts and images and include embedded links to additional resources. File sizes optimise for email distribution without compromising visual quality.
Validation through to distribution
Before Bulletins reach investors, comprehensive validation ensures data accuracy and regulatory compliance. Once published, automated distribution delivers your content across multiple channels—from your Fund Information Hub and website through to email campaigns and distributor portals—without manual intervention.
-
Data validation
The platform validates all data before publication, checking for completeness, consistency with historical patterns and compliance with regulatory ranges. When anomalies are detected the system flags issues for review before publication.
-
Responsive HTML
Interactive HTML Bulletins adapt automatically. Navigation menus, expandable sections and responsive charts provide superior mobile experience compared to PDFs. Embedded analytics track which sections receive most attention, informing content strategy.
-
Accessibility compliance
PDF and HTML formats meet accessibility standards including WCAG guidelines. Screen readers parse content appropriately, colour contrast meets visibility requirements and interactive elements include appropriate labels. This ensures all investors can access your communications.
-
Automated dissemination
Distribute Bulletins through multiple channels automatically based on configured rules and schedules.
-
Fund Information Bub publishing
Bulletins publish automatically to Fund Information Hub alongside regulatory documents. Investors accessing your fund pages discover Bulletins without requiring separate distribution. This passive distribution reaches investors during active research, maximising engagement.
-
Email distribution
Integrate with email marketing platforms to distribute Bulletins to subscriber lists. Configure distribution rules by fund, investor type, geography or other criteria. Schedule automatic distribution when new Bulletins are published or on predetermined calendars.
-
Website integration
Embed Bulletins on your website through iframe integration or direct hosting. Latest Bulletins appear automatically on relevant fund pages without requiring manual website updates. This keeps website content current whilst reducing maintenance.
-
Distributor portals
Publish Bulletins to distributor portals and adviser platforms automatically. Intermediaries access your latest marketing materials without requiring you to upload to multiple destinations manually.
Who benefits?
Asset managers seeking streamlined investor communications gain operational efficiency and improved engagement. Marketing teams produce more content with existing resources, enabling richer communication with investors and distributors.
Challenges addressed:
- Manual document production consuming excessive time
- Inconsistent formatting across fund range
- Version control issues when multiple teams collaborate
- Difficulty scaling communications as fund range grows
- Data accuracy concerns when transcribing from source systems
Benefits realised:
- Reduce production time by 70% through automation
- Maintain brand consistency across all investor communications
- Scale communications without proportional resource increases
- Eliminate transcription errors through direct data integration
- Accelerate time-to-market for new fund launches
Fund distributors aiming for consistent, compliant marketing materials benefit from professional communications supporting sales conversations. Advisers can confidently share Bulletins with clients, knowing content is current, accurate and compliant.
Distribution challenges:
- Managing marketing materials from multiple fund providers
- Ensuring content currency and accuracy
- Providing clients with professional materials
- Maintaining compliance with marketing standards
Distribution benefits:
- Access consistently formatted, professional materials from fund partners
- Confidence in data accuracy and compliance
- Easy discovery through Fund Information Hub integration
- Mobile-optimised formats for client meetings
Marketing teams looking to enhance engagement and reduce production costs find Bulletins enable sophisticated investor communications without requiring design agencies or extensive manual labour.
Marketing challenges:
- Limited resources for producing investor communications
- Dependency on external agencies driving costs
- Long production cycles preventing timely communications
- Difficulty demonstrating marketing ROI
Marketing benefits:
- In-house production capability without design expertise
- Rapid production enabling timely market commentary
- Cost reduction through eliminated agency fees
- Analytics demonstrating engagement and effectiveness
The value
Bulletins empower you to communicate with confidence, scale your marketing efforts and deliver superior investor experience—all whilst staying compliant and efficient.
-
Confidence through compliance
Systematic application of regulatory requirements ensures every Bulletin meets marketing communication standards. Your compliance teams approve templates and workflows once, then trust ongoing production meets established standards.
-
Scale through automation
Automated data population and streamlined workflows enable marketing teams to produce more communications with existing resources. What previously required days now takes hours. What was possible for flagship funds becomes achievable across your entire range.
-
Engagement through quality
Professional design and clear communication resonate with investors. Bulletins that explain performance context, articulate strategy and demonstrate transparency build confidence and strengthen relationships.
-
Efficiency through integration
Connection to FE fundinfo's ecosystem eliminates duplicate data entry and enables reuse across regulatory compliance, online presence and marketing communications. Manage fund data once, then use it everywhere.
Implementation and support
Getting started
FE fundinfo's implementation team works with your marketing, operations and compliance functions to configure Bulletins for your specific requirements.
Template configuration
We develop initial templates incorporating your brand guidelines, typical content structures and regulatory requirements. Your marketing and compliance teams review and approve templates, ensuring they meet both creative and legal standards.
Data integration
Our technical team connects Bulletins to your data sources, mapping fields and configuring validation rules. Test publications verify data accuracy before production deployment.
Workflow setup
We configure approval workflows matching your governance requirements, set up distribution channels and train your teams on production processes.
Implementation typically completes within 6-8 weeks from project initiation to first production publications.
Ongoing support
FE fundinfo provides comprehensive support for Bulletins production:
-
Technical support: Assistance with data integration, template modifications and distribution issues
-
Compliance support: Guidance on regulatory requirements and disclosure standards
-
Creative support: Best practices for engagement, layout optimisation and content strategy
-
Training: Ongoing education as features evolve and teams change
Get in touch and elevate your investor communications
FAQs
Frequently asked questions
Bulletins are marketing-focused investor documents designed to deliver timely, clear and compliant fund information. Unlike regulatory documents such as KIIDs or PRIIPs KIDs that follow prescribed formats, Bulletins give you the flexibility to communicate insights, performance updates and product highlights in formats that resonate with your audience. Whilst regulatory documents serve compliance requirements, Bulletins transform that data into compelling narratives that explain performance, articulate strategy and demonstrate value to investors.
Bulletins operate within regulatory guardrails for marketing communications, applying appropriate disclaimers, risk warnings and performance disclosure requirements automatically. The platform validates that content meets FCA, ESMA and other regulatory requirements before publication. Risk ratings, past performance statements, target market definitions and other mandatory elements appear consistently across all Bulletins. This systematic approach reduces compliance risk whilst freeing creative teams to focus on messaging and design. You maintain complete control over brand presentation through customisable templates.
Yes. Bulletins connect directly to your fund administration platforms, portfolio management systems and data warehouses for accurate, real-time updates. The platform pulls performance data, portfolio characteristics, holdings information and other metrics directly from source systems, eliminating manual transcription. Supported data sources include FE fundinfo Product Data Mastering, third-party administrators, portfolio management systems, performance attribution systems, risk analytics platforms, ESG data providers and benchmark data feeds. When source data changes, Bulletins reflect updates automatically based on your configured refresh schedule.
Bulletins distribute seamlessly via Fund Information Hub (FIH), standalone PDFs and interactive HTML pages. You can publish Bulletins directly to Fund Information Hub where advisers, distributors and investors access your fund information alongside regulatory documents. Generate professional PDFs for email campaigns, website downloads or sales presentations. Create responsive HTML Bulletins that adapt to desktop, tablet and mobile devices with interactive features like clickable charts and expandable sections. This multi-channel flexibility enables you to meet investor preferences without maintaining multiple production workflows.
Bulletins reduce production time by approximately 70% through automation. Traditional marketing document production requires teams to request data from operations, build layouts manually, coordinate reviews and manage versions—a process consuming days or weeks. Bulletins automate data population, connecting directly to your fund data sources and refreshing performance figures, asset allocations and holdings automatically. What previously required days now takes hours. Streamlined approval workflows route content automatically to compliance, legal and senior management, with digital review and version control maintaining audit trails.
Bulletins scale across your entire fund range. Create templates once, then apply them across multiple products. When you launch new funds or share classes, existing templates adapt automatically without requiring separate production workflows. This template reuse accelerates production whilst maintaining consistency across your communications. As your fund range expands across markets, Bulletins accommodate new products, jurisdictions and investor types without proportional increases in marketing resources. The platform adapts to regulatory changes automatically, updating templates across all Bulletins simultaneously.
Yes. Both PDF and interactive HTML formats meet accessibility standards including WCAG guidelines. Screen readers parse content appropriately, colour contrast meets visibility requirements and interactive elements include appropriate labels. This ensures all investors can access your communications regardless of assistive technology requirements. The responsive HTML format provides superior mobile experience, adapting automatically to screen sizes from desktop monitors through smartphones, with navigation menus, expandable sections and responsive charts optimised for different devices.