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fundinfo collects HK specific fields
fundinfo to collect new Hong Kong specific data fields

December 18, 2018 | Company | Businesspartner | etfinfo | Front | News | Platform |

In response to the recent release of openfunds 1.24 (www.openfunds.org), fundinfo will be collecting Hong Kong regulatory data from asset managers in Asia. These new datapoints are an example of how openfunds adapts to the continuously changing regulatory landscape in Asia.  Specifically, the new...

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fundinfo and F2C join forces with FE
fundinfo and F2C join forces with FE

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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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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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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Oversight solution 600x318.png
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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