Company

New Distributors sign up for fundinfo’s Fund Document Service

Further clients have decided to avail themselves of fundinfo’s automated Fund Document Service (FDS) in recent weeks:

– Banca Intermobiliare
– Berenberg Bank (Schweiz) AG
– CA Indosuez Wealth Management
– Convoy Asset Management
– FinecoBank
– IDMS
– Killik & Co.
– LGT Bank Singapore
– OCBC Group
– PAM UK Ltd.
– Phillip Securities Pte Ltd
– Singapore Exchange Limited
– SunGard Global Trading

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Data Dissemination. The State of Data Management in the International Asset and Wealth Management Industry.

fundinfo recently hosted the first event of the year in London with the topic of The State of Data Management in the International Asset and Wealth Management Industry. This event follows similar events in Zurich, Frankfurt, Hong Kong and Singapore in 2015.

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fundinfo Launches New Fund Analytics Service – trendscout

fundinfo is pleased to announce a new fund analytics service based on document views that reveals global industry trends and investor interest in real-time: trendscout

With trendscout, you can:

– Identify sector and investor trends to support product launches and strategic decisions.
– Monitor the effectiveness of your sales & marketing efforts.
– Benchmark investor’s attention as compared to your competitors.
– Find out what regions and sales channels generate the most activity.

trendscout instantly generates revealing statistics about fund and sector performance based on global document views from fundinfo’s comprehensive database of over 15 million fund documents.

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fundinfo Christmas Donations

Once again this year, instead of sending out Christmas cards and gifts, fundinfo has decided to make donations to various aid organisations, namely the following:

–  Médecins Sans Frontières
–  Schweizerischer Blindenbund
–  Good Hearts Organisation
–  FCZ Brunau
–  Kinderspitex

So in case you are wondering where your Christmas card or gift from fundinfo has ended up, we hope that these donations will bring equal joy and happiness.

The fundinfo team wishes you Merry Christmas!


openfunds – Setting the Standard in Asia

fundinfo has officially launched “openfunds” in Asia the open source data standard, following events in Zurich and Frankfurt earlier this year. With a turnout of over 70 people both in Hong Kong and Singapore from fund houses and distributors the presentation was a roaring success and the new standard was much appreciated. All agreed, the fund industry wants and needs a standard to transmit fund data to all parties involved to increase accuracy and efficiency.

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fundinfo expands its market presence in Europe

fundinfo has acquired Paris based KiidLine a service provider specializing in the distribution of fund information in France.

With the acquisition of KiidLine the company has now become a key player for the dissemination of fund information with a local and international network to connect fund houses and fund distributors. KiidLine’s founder, Christophe Bossi, who has worked in the investment industry for several years will take on the role of Sales Director France based in Paris from 1st November 2015.

By this expansion, fundinfo will be in a better position to develop services for the French market and offer existing clients further support.

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New Interfaces to Fund Distributors

Further clients have decided to avail themselves of our Fund Document Service (FDS) this past quarter:

–  ABN Amro Bank NV / FinFiles
–  Addfin
–  Anlagecheck.com / Börsenmedien AG (Germany)
–  Bank CIC (Schweiz) AG (Switzerland)
–  BNP Paribas S.A. (France/Belgium)
–  CFS Rating (Media, Italy)
–  MFEX-Mutual Funds Exchange

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Dissemination of Static Fund Data Now Even More Efficient – fundinfo Data Dissemination Event in Zurich

The time-consuming task of reformatting fund data and entering it in complex Excel templates for distributors is a thing of the past. On 24 September, fundinfo presented a practical solution: fundinfo Data Dissemination. Static fund data dissemination needs to be fast and efficient. Some 100 fund industry participants accepted fundinfo’s invitation and met at the Hyatt Hotel in Zurich in early autumn.

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Breakfast session in London

fundinfo recently organized together with Aberdeen Asset Management a thought leadership event in London. This event was hosted at Aberdeen’s premises and was a good success with 70 attendees from 44 fund companies. Various aspects of the growth of platforms in Europe and globally in view of regulation were discussed: MIFID II and RDR, industry changes with regards to digital trends and changes in consumer behaviour, to mention some of the topics covered.

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Anniversary Celebration at the Lake Zurich

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This year we had double the reason to celebrate: fundinfo AG reached its 10-year anniversary and ifund services AG its 15-year anniversary. All 66 employees including their families met on the deck of Quai61 at lake Zurich to toast to with the 6 founders to the special occasion.

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