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.
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.
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.
As of Monday 7 September 2015, fundinfo launched an additional country on www.fundinfo.com: France is now live as a new fund market. As a result, users of fundinfo’s online platform can now access fund documents, data, ratings and videos for funds registered for sale in France. fundinfo currently offers fund information for 11 countries in Europe and 2 in Asia.
fundinfo’s 3rd annual summer party (Germany) took place last week and was legendary! More than 120 guests joined us at Mantis Roofgarden for an evening of delicious barbeque and refreshing drinks. Thanks to the perfect weather, we were able to enjoy the great atmosphere into the early hours.
We would like to thank all the guests who attended and welcome you to join us at next year’s summer party.
fundinfo and PureGroup have entered into cooperation and we now publish, as an additional service, PureGroup’s PODs (Pure Overview Documents) and Forward Perspective Ratings for the UK fund market on www.fundinfo.com.
Using their Forward Perspective Model, PureGroup provides a range of forward-looking information around a fund’s current sensitivity to macro-economic factors and its expected future performance.
By publishing PureGroup’s PODs we offer our customers additional transparency and help investors becoming better informed.
fundinfo’s statistic page http://www.fundinfo.com/en/stats/ has been enhanced to reveal additional interesting facts and figures. Visit the newly designed page for an interactive view of the market coverage and document views. The information is updated monthly with the exception of the ‘Top Member by Daily Views’ section which is adjusted daily.
We are delighted that further clients have decided to avail themselves of our Fund Document Service (FDS) this past quarter:
– Allfunds (Hong Kong & Singapore)
– Bank J. Safra Sarasin
– Borsa Italia / Masterchart (Business, Italy)
– Bundesanzeiger (Germany)
– Chinatrust Private Bank
– FinanciaLounge (Media, Italy)
– Morgan Stanley Asia International Limited
– Professional Investment Advisory Services (Singapore)
– UBS (Spain)
– Veneto Banca (Italy)
– Wertios Finanzdienstleistungen GmbH (Media, Germany)
On Wednesday 20 May 2015, we introduced our new “fundinfo Data Dissemination” service (for the dissemination of static fund data) at fundinfo’s latest breakfast presentation event. The event was held at the MainNizza in Frankfurt am Main and was attended by around 50 guests from the fund industry.
The number of fund providers in fundinfo’s portfolio could be further increased. This month, we reached the great number of 400 Premium Members and Members.
We would like to take this opportunity to thank all of our premium members and members for their collaboration and trust.