Tailored Shareholder Reports

We’ve engineered efficiencies to streamline compliance.

The SEC ruling on Tailored Shareholder Reports (TSRs) added complexity far greater than a simple redesign. Increased workload and tight deadlines created significant impacts on operations and resources. Fortunately, the vast majority of firms managed the transition well, often with Broadridge’s help.

Our modular solutions drive accurate, efficient shareholder engagement

Composition and tagging

A more automated approach to report creation and iXBRL tagging that saves time and resources.

Inline print and physical distribution

A unique streamlined print process to help manage costs and improve the shareholder experience with portfolio-level TSRs in a single envelope.

Digital distribution

Enhance your emails with TSR previews within the email, personalized content, shareholder education and targeted messaging.

Hosting

Comply with SEC requirements for linking, storage and hosting of all documents related to fund and share class and provide an engaging digital shareholder experience.

SEC filing

Streamline the electronic filing of Tailored Shareholder Reports and Form N-CSR to support compliance.

Streamline operations even further with a fully integrated approach to Tailored Shareholder Reports.

With a rush to initial implementation, Broadridge is now focused on additional enhancements that further simplify the process and improve the investor experience with digital communications.

Find out how you can improve upon your initial implementation.

Integrated end-to-end process drives efficiency and automates workflows

The use of AI

Broadridge is leveraging Artificial Intelligence (AI) as a core element of ensuring Tailored Shareholder Report and Form N-CSR accuracy. We’ve also taken steps to leverage AI for deep content analysis to both improve the accuracy of content and efficiency.

Schedule a demo

EDGAR®, EDGAR Next®, and SEC® are trademarks of the U.S. Securities and Exchange Commission. Broadridge’s products and services are not affiliated with or approved by the U.S. Securities and Exchange Commission.

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Tailored Shareholder Reports

Our modular solutions drive accurate, efficient shareholder engagement

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