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February 12, 2019 | Company | Businesspartner | etfinfo | Front | News | Platform |
We are delighted that Allfunds will be using fundinfo's Document Feed Service as a source of fund documents. Allfunds is the world’s largest institutional fund distribution network – a global market place where fund groups can reach world class financial institutions across more than 45 countries
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January 04, 2019 | Company | News | Businesspartner | Front | Platform | etfinfo |
With the introduction of MiFID II, fund providers must now oversee their distributors and sub-distributors to ensure compliance with their distribution strategies and ensure that they are selling their funds to appropriate clients. This is known as “Distributor Oversight Reporting” (DOR) and is a...
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December 20, 2018 | Company | Businesspartner | etfinfo | Front | News | Platform |
Another exciting year filled with hard work is almost behind us again. We are happy to have achieved quite a lot during 2018; exciting challenges and positive changes await us in the coming year. Since fundinfo is joining forces with FE and F2C, which we announced at the end of November, our...
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November 26, 2018 | Company | Businesspartner | etfinfo | Front | News | Platform | Press |
We have great pleasure in announcing that fundinfo and F2C are joining forces with FE (formerly Financial Express), a leading provider of financial data, technology and regulatory services to asset managers in the UK and Asia. The three firms are uniting to form a single, fully integrated company...
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October 29, 2018 | Company | Businesspartner | News | Front | Platform |
We are pleased 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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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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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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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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