Newsletter

Newsletter No. 15

September 30, 2010

Even during the quiet summer months, fundinfo has been very busy with the launch and successful completion of numerous new projects. With this newsletter, we are pleased to update you on the latest developments since our last newsletter in June 2010.

New media and business partners

We are pleased to announce that, in recent months, the following new business partners have either signed a cooperation agreement with fundinfo or incorporated our database of fund documents into their platforms or banking systems:

1. Assogestioni

Italian fund association Assogestioni is due to launch the new fund portal “Italian Fund Hub” (IFH) in early 2011. fundinfo.com is an official cooperation partner of Assogestioni and will be supplying the new platform with all original fund documents.

2. Basellandschaftliche Kantonalbank (Switzerland)

fundinfo.com’s database of original documents has been incorporated into the core banking system of the Basellandschaftliche Kantonalbank (Avaloq). The relationship managers and portfolio managers now have direct access to all fund documents through the portfolio management system, significantly increasing efficiency within the bank. Other banks which have already implemented Avaloq will follow.

3. Baloise Bank (Switzerland)

The fund documents from our database were incorporated into the Baloise Bank system in mid 2010.

4. Infincon – Sparkasse Karlsruhe (Germany)

Infincon, www.infincon-systems.com is an innovative software developer specialised in the banking and financial service sector. Sparkasse Karlsruhe in Germany has decided to incorporate fundinfo.com’s database of original documents in the application provided by Infincon.

5. Deus Technology (Italy)

Deus Technology is a “knowledge company” of products, solutions and know-how to support the decision-making process of the asset managers and the wealth managers in Italy. www.deustechnology.com has recently partnered with fundinfo.com and incorporated our database of original documents into its various projects.

6. La Mia Finanza (Italy)

La Mia Finanza is an online public information platform dedicated to private and professional investors in Italy with more than 240’000 visitors per month and 2’100’000 page impressions. La Mia Finanza’s main goals are simplicity, clarity, thoroughness and independence of the news. The online newspaper was founded in March 2005. fundinfo.com’s database will be incorporated into the www.lamiafinanza.it portal in October 2010.


New Members

The number of fund providers in fundinfo.com’s portfolio is constantly growing, with currently more than 220 participating fund companies. We are proud to be able to present the latest members of fundinfo.com:
New ordinary members

  • Arvest Funds
  • Banque Privée Edmond de Rothschild
  • CM-CIC Asset Management
  • Commerz Derivatives Fund Solutions
  • Eniso Partners
  • Goldman Sachs Structured Investments
  • HDF Finance
  • Macquarie
  • Martin Currie
  • Thesis Unit Trust

fundinfo.com partner of Standard & Poor’s Geneva Investor Round Table

Standard & Poor’s Fund Services in association with fundinfo.com invites wealth managers to a complimentary ‘Investor Round Table’ scheduled to take place in Geneva on Thursday, 28 October 2010. Join us for an afternoon of market overview and debate featuring leading fund managers and industry experts.

Venue: Mandarin Oriental Hotel, Quai Turrettini, 1201 Geneva, 2 p.m. to 6 p.m.

The event will be conducted in French and will be followed by a reception and dinner.

Programme:

  • Should we fear a return to recession? Jean-Michel Six, Chief Economist S&P Europe
  • ‘Alternatives’ Panel: “Will conventional asset managers and traditional hedge fund managers compete in the same space by launching UCITS III funds?”
    Panelists: HDF, Notz Stucki & Cie, Union Bancaire Privée
  • Equity Panel: “With Eurozone countries under pressure, when will the good times return?”
    Panelists: Danske Capital, Reyl Asset Management, Robeco

Please register online by emailing InvestmentResearch@standardandpoors.com or call +44 207 176 8421 for more Information.

Impressive database of original documents by fundinfo.com

fundinfo.com’s database of original fund documents is steadily growing in the various markets. The fund documents available to the public on fundinfo.com currently amount to more than 1.2 Million up-to-date documents, with arround 35’000 new fund documents added every month.

Number of fund documents
Number of factsheets
Number of fund providers
Number of funds
Number of share classes
1’266’340
756’574
637
14’734
36’028

We look forward to receiving your suggestions, requests and questions, which will help us improve fundinfo.com yet further and make our fund platform as useful and valuable a tool as possible.

Yours faithfully,

Your fundinfo.com team