Ninepoint Partners, one of Canada’s leading asset management firm, oversees billions in assets across diverse funds. To communicate with investors and advisors, the firm relies on fund fact sheets that summarize performance, strategy, and portfolio data.
Before automation, producing these documents was a manual process that consumed valuable time and resources. Data was prepared in Excel, then formatted into layouts by hand.. As Ninepoint’s fund offerings grew, the challenge of keeping documents updated each month became increasingly complex.
To overcome this, Ninepoint implemented Pagination’s cloud publishing platform to create fund fact sheets directly from structured data. By automating the workflow, the firm ensured faster turnaround, improved control, and scalable production.
With Pagination, Ninepoint now benefits from an automated workflow where:
- Monthly fact sheets are generated from structured Excel data.
- Performance charts and tables update dynamically from the source file.
- Each fund’s document is created as a separate PDFs.
- Branding and layouts remain uniform across all funds and editions.
After the implementation of this project, Ninepoint asked Pagination to automate its performance presentation slides as well. These investor decks required frequent updates to key pages with comparative charts and tables.
👉 Read the full Ninepoint Partners case study here →
