Case Study: Investment Management Firm (>$1T AUM) achieves automated shareholder reporting—cutting publishing from 48 hours to minutes—with Donnelley Financial Solutions' ArcReporting

Automating the Creation and Publishing of Shareholder Reports

Investment Management Firm, a manager with roughly $1 trillion in assets, faced an inefficient, manually intensive monthly reporting process built on proprietary Excel/Word workflows. With up to 17 share classes per fund, nearly year‑round fiscal year‑end activity and multiple concurrent corporate initiatives, the firm struggled with consistency, error control and peak‑period resourcing before engaging Donnelley Financial Solutions and its ArcReporting platform.

Donnelley Financial Solutions implemented ArcReporting to automate creation and publishing of shareholder reports and integrated workflows (including ArcFiling for N‑MFP, N‑PORT and N‑CEN filings). The solution brought 92 funds onto the platform, eliminated multiple operational steps, and cut what was a 48‑hour process down to minutes, materially reducing review and publishing effort and improving consistency and control.