Beyond the basics<\/strong><\/p>\nYour fact sheet may be the only fund document a prospective investor looks at before they decide whether to take the plunge with your ETF. Are the top holdings, sector allocations, and a two-to-three sentence overview of the fund really enough for them to make an educated decision? It\u2019s unlikely. This is where so-called \u201cenhanced fact sheets\u201d come in.<\/p>\n
While still relatively light on text, enhanced fact sheets add a little bit more \u201cmeat\u201d to the \u201cbones\u201d of ordinary fact sheets. They accomplish this by highlighting the main two or three value propositions of the fund\u2014the details that set it apart from its competitors and help explain what makes it so unique. With additional bullet points that help provide nuance and detail, and even a short paragraph or two to really tie everything together (maybe an example of how to use the ETF in a portfolio), enhanced fact sheets can be truly valuable tools for bridging the educational gap with investors who may be taking a look at your ETF for the very first time.<\/p>\n
<\/p>\n
Going the distance<\/strong><\/p>\nOnce you\u2019ve settled on an approach, format, and design that works for one ETF, you\u2019ll want to be sure you duplicate it as closely as possible with your other funds as well. This consistency will help website visitors navigate between different ETFs, because they\u2019ll know where to look for the same critical information.<\/p>\n
With attractive, carefully-crafted, and sensibly organized ETF fact sheets, you\u2019ll be well-positioned to attract, educate, and convert new investors to your funds.<\/p>\n","protected":false},"excerpt":{"rendered":"
Ah, the humble fact sheet: every ETF\u2014newly-launched niche fund and multibillion dollar juggernaut alike\u2014has to have one. Spend a little time browsing ETF fund materials from across the investing landscape and you\u2019ll begin to get a severe case of d\u00e9j\u00e0 vu; nothing sticks out, and every investment case seems to look and feel the same. But this doesn\u2019t need to be the case. Related:\u00a0ETF Issuers: How To Get Your Ducks In A Row For Launch Day Color me impressed If your ETF fact sheets are dour, monochrome affairs, it can be relatively straightforward to spruce them up by introducing a little bit of color. This doesn\u2019t necessarily mean dumping a rainbow assortment of hues onto the page. Ideally, your fact sheets should adhere to your company\u2019s brand guidelines and imagery, whatever those may be. Typically, two or at most three colors can really do wonders for the visual coherence of fund fact sheets. Organization It sounds self-evident, but it bears repeating: the most important information about an ETF ought to be presented front-and-center, as prominently as possible. Be sure to highlight the key value proposition of your fund\u2014what does it aim to do?\u2014in larger font, right below the title…<\/p>\n","protected":false},"author":4,"featured_media":329,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[54,17,18,11],"tags":[20,22,19,44,56,2,57,29],"class_list":["post-328","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-branding","category-content-generation","category-design","category-marketing","tag-content","tag-content-generation","tag-design","tag-etfs","tag-fact-sheet","tag-finance","tag-fund-documents","tag-materials"],"acf":[],"_links":{"self":[{"href":"https:\/\/arrocomm.com\/blog\/wp-json\/wp\/v2\/posts\/328","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/arrocomm.com\/blog\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/arrocomm.com\/blog\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/arrocomm.com\/blog\/wp-json\/wp\/v2\/users\/4"}],"replies":[{"embeddable":true,"href":"https:\/\/arrocomm.com\/blog\/wp-json\/wp\/v2\/comments?post=328"}],"version-history":[{"count":9,"href":"https:\/\/arrocomm.com\/blog\/wp-json\/wp\/v2\/posts\/328\/revisions"}],"predecessor-version":[{"id":1197,"href":"https:\/\/arrocomm.com\/blog\/wp-json\/wp\/v2\/posts\/328\/revisions\/1197"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/arrocomm.com\/blog\/wp-json\/wp\/v2\/media\/329"}],"wp:attachment":[{"href":"https:\/\/arrocomm.com\/blog\/wp-json\/wp\/v2\/media?parent=328"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/arrocomm.com\/blog\/wp-json\/wp\/v2\/categories?post=328"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/arrocomm.com\/blog\/wp-json\/wp\/v2\/tags?post=328"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}
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Ah, the humble fact sheet: every ETF\u2014newly-launched niche fund and multibillion dollar juggernaut alike\u2014has to have one. Spend a little time browsing ETF fund materials from across the investing landscape and you\u2019ll begin to get a severe case of d\u00e9j\u00e0 vu; nothing sticks out, and every investment case seems to look and feel the same. But this doesn\u2019t need to be the case.<\/p>\n