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fundinfo welcomes Vanguard as New Member on www.etfinfo.com

August 28, 2018 | Company | etfinfo | Front | News | Platform |

fundinfo is proud to announce a new member now publishing their Exchange Traded Funds (ETFs) on our www.etfinfo.com platform; Vanguard. They join the ranks of some of the world’s most renowned ETF providers including iShares, State Street Global Advisors (SPDR), Invesco, DWS, UBS and others. Now in...

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Digital-Advisor_MSCI ESG
fundinfo's Digital-Advisor partners with MSCI ESG

August 22, 2018 | Company | Front | News | Platform |

fundinfo has now implemented holdings-based ESG fund data from MSCI within Digital-Advisor, its expert system for tailored fund selection in Europe and Asia. Digital-Advisor evaluates thousands of funds based on qualitative criteria combined with investor’s preferences and beliefs. Within seconds,...

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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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