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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 Digital-Advisor. It allows you to evaluate what demand is emerging for your funds, identify your fund's most important competitors and lets you optimise the promotion of your funds. Please login here or contact membersupport@fundinfo.com to activate your login.

For each of your funds, you can now easily call up a "Trendscout Report" within Digital-Advisor. The new report gives you insight into the competitive situation of your funds. Please find an example here. The Trendscout Report enables you to immediately assess the potential of your funds and identify which fund houses you are competing against in the different markets. This potential can only be realised if your funds are optimally supported with a complete set of data and documents. You can therefore positively influence the probability that your funds will be selected, e.g. by uploading your sales presentations.

Digital-Advisor now covers 3,500+ active and passive funds with due diligence data and is used by around 50 distributors with well over 100 billion euros in third-party funds. Fund selectors can generate customised shortlists within seconds with Digital-Advisor. The digital world is data driven; only funds having complete due diligence data can achieve the high quality scores necessary to reach the shortlist, and have the best chance for selection.

Please contact membersupport@fundinfo.com for more information.