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McGraw-Hill Professional's Financial Communications Announces Launch of FINRA-Ready Fund Fact Sheets

This simple and reliable tool for communicating fund performance data and information to plan participants and retail investors now contains full disclosures to comply with the latest regulations


News provided by

Financial Communications/McGraw-Hill Professional

Apr 19, 2010, 12:32 ET

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NEW YORK, April 19 /PRNewswire-FirstCall/ -- Financial Communications, a division of McGraw-Hill Professional and a collaboration of Standard & Poor's, today announced that a new FINRA-ready Fund Fact Sheet is now available for client use.

The two-page sheets can be generated on monthly or quarterly update cycles and are available for a variety of investment types, including mutual funds, ETFs, variable annuities, and company stock. They include detailed performance data to help investors make informed decisions, as well as supporting disclosures to help keep plan sponsors compliant with 404(c) regulations.

Morningstar or Lipper, worldwide leaders in financial data and analysis, can provide underlying data. Standard data includes recent and historical fund performance, benchmarking and peer comparison data, investment objectives, rankings, management style, share class, ticker, fees and expenses, risk disclosure, and portfolio composition.

The fact sheets also feature a handy glossary of terms to help less experienced investors understand key concepts. The fact sheets are available in PDF or HTML formats. All disclosures have been FINRA reviewed to help ensure a smooth submission process. Contact information for each investment helps investors quickly find the right resources for additional literature, such as prospectuses and summary prospectuses. Also, Financial Communications can co-brand fact sheets or design them to match a company's look and feel.

"With the increased pace of regulatory change it is very important for our clients to have fact sheets that help them meet current requirements and help their clients make informed decisions," said Larry McQuaid, vice president and general manager of Financial Communications. "We are committed to helping our clients meet the regulatory changes ahead."

To learn more or request pricing information, visit http://fc.standardandpoors.com or call 800.326.7697.

Financial Communications is a leading provider of investor education, marketing, and communication solutions for financial services firms. The company brings together content, delivery, and industry expertise to create results-driven solutions for clients. As a division of McGraw-Hill Professional, it leverages world-class content and data from Standard & Poor's, McGraw-Hill Education, and more. Additional information is available at http://fc.standardandpoors.com.

McGraw-Hill Professional is a leading global provider of print and electronic content and services for the business, technical, and medical communities. Its offerings include reference and certification books for all professional and educational disciplines and online solutions on business and financial, medical and health, engineering, and scientific topics. For more information, visit http://www.mhprofessional.com.

McGraw-Hill Professional is a unit of McGraw-Hill Education. McGraw-Hill Education, a division of The McGraw-Hill Companies (NYSE: MHP), is a leading innovator in the development of teaching and learning solutions for the 21st century. Through a comprehensive range of traditional and digital education content and tools, McGraw-Hill Education empowers and prepares professionals and students of all ages to connect, learn and succeed in the global economy. McGraw-Hill Education has offices in 33 countries and publishes in more than 65 languages. Additional information is available at http://www.mheducation.com.

SOURCE Financial Communications/McGraw-Hill Professional

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