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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 cooperation with Mercer, PWMA conducted a survey on current practices and challenges facing the industry in regards to product due diligence (PDD) and product risk rating (PRR) assessment. The results of this survey were presented at the event.

Jeff Floro, fundinfo Sales Director Asia, discussed approaches to make product due diligence (PDD) operationally more effective. He also presented on bespoke solutions for fund distributors and suggested that the openfunds standard could help eliminate redundant data collection on both sides. He highlighted that with the help of fundinfo’s services the industry could efficiently complete their PDDs on funds so that the private wealth managers can focus on the qualitative work that set themselves apart.

For all questions regarding fundinfo’s services, please contact our team.