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UK specific file transfer
fundinfo’s Data Dissemination service now tailored to include the file dissemination of UK specific DCPT and FVPT files

October 29, 2018 | Company | Businesspartner | News | Front | Platform |

We are happy to announce an additional feature of fundinfo’s Data Dissemination service, which is now extended to cover not only EMT/EPT/CEPT/CPTP files, but also DCPT & FVPT data files required by UK fund distributors. This service is already live, and we kindly invite our Data Dissemination...

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fundinfo partners with Credit Suisse
Credit Suisse partners with fundinfo for fund data management

October 18, 2018 | Company | Businesspartner | Press | News |

We are very happy to announce that Credit Suisse’s investment product platform Credit Suisse InvestLab AG has joined forces with fundinfo to collect and source centralized data from asset managers. Credit Suisse and fundinfo are both founding members of openfunds (www.openfunds.org), a non-profit...

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fundinfo in Northern Europe
fundinfo expands presence in Northern Europe

October 15, 2018 | Company | Front | News | etfinfo | KIID | Platform |

fundinfo is looking forward to Northern Europe! Today is finally the day: fundinfo is excited to announce the expansion of its online fund information services www.fundinfo.com and www.etfinfo.com to four Northern European fund markets: Denmark, Finland, Norway, Sweden. As a result, fund documents,...

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DA_Suitability Tool
fundinfo’s Digital-Advisor now offers a ground-breaking share class suitability tool

October 02, 2018 | Company | Businesspartner | Front | News | Platform |

Fund research in itself is a very interesting activity. However, if a fund selector spends more time searching for the right share class for each client segment than with actual investment due diligence, something is wrong! This is now a thing of the past - thanks to the new Share Class Suitability...

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fundinfo event Spain 2018
Hola! Full house at fundinfo's event in Madrid

September 27, 2018 | Company | Events | News | Businesspartner | Platform | Front |

With the recent introduction of PRIIPs and MiFID II, the challenge of managing fund data efficiently and without error has increased significantly. The need to exchange fund data in a uniform, industry-accepted format has now become a top priority for fund houses, fund distributors, and fund...

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Trendscout Report in Digital-Advisor
Free Access to fundinfo’s Digital-Advisor and the new Trendscout Report for our Document Dissemination Clients

September 06, 2018 | Company | News | Platform | Front |

To give fund houses valuable insights into the competitive situation of their funds, we have implemented a new "Trendscout Report" within Digital-Advisor, fundinfo's expert tool for tailored fund selection. We are pleased to offer all our Document Dissemination clients now free access to...

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fundinfo Summer Party 2018
fundinfo’s summer party in Frankfurt

September 05, 2018 | Company | Events | Front | News |

We wished it would never end! Well over 100 cheerful guests accepted the invitation of our colleagues from fundinfo (Germany) to take part in this year's summer party in Frankfurt. This year the weather Gods blessed us with extremely pleasant temperatures for the well-attended party at the "Mantis...

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New fundinfo team members
fundinfo’s Document and Data Team is continuing to grow

September 03, 2018 | People | News |

Customer satisfaction and the reliability of www.fundinfo.com is our top priority. We are therefore pleased to have recently strengthened our highly motivated, experienced and international team with six new colleagues at our headquarters in Zurich. Originating from Brazil, Poland, Sweden and...

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