Case Study: John Hancock Investment Management streamlines prospectus management with Broadridge DocuBuilder

John Hancock streamlines prospectus composition

John Hancock Investment Management needed to replace an ineffective prospectus management process that was creating inefficiencies for Legal and other teams. The firm turned to Broadridge and its DocuBuilder solution to streamline content management, document creation, proofing, and generation of regulatory outputs such as PDFs, HTML, and XBRL.

Broadridge implemented a fully automated, web-accessed platform with typesetting, filing, library, and document-building services, along with expert onboarding support and training. The result was a smoother transition, greater autonomy and control, reduced filing and distribution costs, and a combined savings of 1,300 hours per year, with HTML filings completed 2–3 days before day 120.

John Hancock Investment Management