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fundinfo is preparing for Distribution Oversight / Upstream Reporting

August 02, 2018 | Company | Front | News | Platform | etfinfo | Businesspartner |

One of the numerous regulatory requirements of MiFID II is that distributors must inform asset managers to which client segment they have actually offered and sold their funds. At present, various working groups and associations are working intensively on practical implementation of this reporting...

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fundinfo at PWMA Event in Hong Kong
fundinfo at the Private Wealth Management Association event in Hong Kong

July 20, 2018 | Company | Events | Front | People | Platform | Businesspartner | News |

fundinfo was honoured to participate in the Private Wealth Management Association (PWMA) event in Hong Kong on July 12 to discuss product due diligence. PWMA is an industry association whose mission is to foster the growth and development of the private wealth management industry in Hong Kong. In...

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30 Million documents on www.fundinfo.com
30 Million Fund Documents on www.fundinfo.com

July 13, 2018 | Company | etfinfo | Front | News | People | Platform | Statistics |

fundinfo celebrates another significant milestone! As of today, we host over 30 million quality-controlled fund documents from over 800 fund houses on www.fundinfo.com. This is an increase of 5 million documents in less than half a year! Our team works tirelessly to ensure that our clients' fund...

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Direct NAV publication now live on fundinfo

July 04, 2018 | Company | Front | News | Platform |

A key requirement from our customers is timely and reliable publication of fund prices (NAVs) without delay. We are therefore very happy to announce that we have enhanced our system to allow fund houses to publish NAVs directly on www.fundinfo.com. To guarantee an efficient and transparent process,...

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fundinfo joins JIAM fintech opening ceremony
fundinfo joins JIAM FinTech Square (JFS) Showroom in Japan

June 28, 2018 | Company | Events | Front | Platform |

fundinfo is happy to announce that we have joined the JIAM Fintech Square showroom (JFS) in Tokyo. A big “thank you” goes to the JFS team for providing us with a booth to showcase fundinfo’s services. During the official opening ceremony on May 23, fundinfo was honoured to be introduced to all...

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Digital-Advisor new features (1)
fundinfo’s Digital-Advisor: new features and service packages for professional fund selectors

June 05, 2018 | Company | News | Businesspartner | Front | Platform |

We are pleased to announce new features and service packages for our Digital-Advisor expert system for fund selection (find all details here): All three packages give you now access to fund presentations and standard DDQs provided by fund houses, allow you to rate and comment funds, see the audit...

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First APAC openfunds working group - hosted by fundinfo with kind support of UBS

May 30, 2018 | Company | Events | News |

On May 18, 2018, Private banks and investment-relevant decision makers met in Hong Kong for the first APAC openfunds working group session hosted by fundinfo. About 20 APAC and European representatives discussed the openfunds initiative and exchanged their experiences with the openfunds standard....

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Event tip: Indexing Forum, June 27, 2018, is the future passive?

May 15, 2018 | Company | Events | News |

On June 27, 2018, asset managers, client advisors and investment-relevant decision makers will meet at the "Indexing Forum 2018" at the Dolder Grand Hotel in Zurich. Etfinfo.com, the portal for reliable ETF information, will be acting as media partner. "Is the future passive?" is the title of this...

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