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.
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.
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.
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’s second round of annual breakfast briefing sessions sponsored by M&G was a huge success! Over 80 attendees from more than 50 fund houses joined us in both Hong Kong and Singapore as a clear sign that fund houses and distributors are keen to work together to grow the fund market in Asia and most importantly enhance the offering and service levels for end investors. The sessions were very informative and the dialogue very open especially around the do’s and don’ts of working together.
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.
On 9 October, FAZ Forum and fundinfo launched the first Fund Experts Forum in Germany. We were pleased to welcome numerous participants from private wealth management and the fund industry to the Hotel Kempinski in Falkenstein near Frankfurt am Main. The event was subtitled “Risk more Assets!”.