Newsletter

Newsletter No. 16

March 17, 2011

In this newsletter, we are pleased to report on the spectacular start to the year. Highlights of our recent activities include the launch of fundinfo.tv and ongoing expansion into new countries in Europe and Asia.

Launch of fundinfo.tv

Late last year, fundinfo.com launched its latest initiative: fundinfo.tv. fundinfo now offers fund providers a new service, namely the production and distribution of video interviews with fund managers, giving them an opportunity to showcase their skills and expertise and get closer to their clients. The video clips produced are standardised from a technical and content point of view and allow fund managers to approach and introduce themselves to clients in an appealing, personal and emotional way. The video interviews are produced in collaboration with Clipessence, a company that specializes in the production of promotional videos showcasing the services of companies on the fixed and mobile Internet.

We are very pleased to report that, within just a few weeks of the new service being launched, more than twenty fund providers have already confirmed their participation at fundinfo.tv. Some forty videos have already been produced with fund managers and are available for viewing on www.fundinfo.com. A sample video clip can be viewed at the following address:

As well as featuring on www.fundinfo.com, all videos will be published on the dedicated website www.fundinfo.tv, which will be up and running in a few weeks’ time.

New office opened in Hong Kong

On 1 March 2011, we opened an office in Hong Kong. Doris Tse was appointed sales director and will be serving fundinfo’s clients in Asia—initially in Hong Kong and Singapore—and spearheading fundinfo’s expansion into the Far East.The opening of an office in Hong Kong was a logical step in fundinfo’s regional expansion: Given their dynamic growth, Asian markets represent significant development potential for fund Providers.

New business start-up in Spain

In January 2011, fundinfo started working together with Kessler & Casadevall AF in connection with the provision of fundinfo’s services in Spain and Portugal. We are extremely pleased to be working with Juan Manuel Vicente Casadevall and Javier Kessler Saiz, two experienced and well-established business partners in the fund industry, who are now serving fundinfo’s clients on the Iberian Peninsula.

Participation at the financial trade fair in Zurich

This year’s financial trade fair in Zurich (FONDS’11) took place in early February. We took this opportunity to showcase our services and present fundinfo.tv to the general public. See some impressions of the financial trade fair at the following address:

New fund universes

In early March, we started supplying our business partners with fund documents for the fund universes of France and the UK. At the moment, we are covering just a portion of the entire number of funds registered for sale in these countries. fundinfo.com’s country coverage is currently as follows:

Countries fully covered Countries partly covered
Switzerland
Germany
Austria
Liechtenstein
Italy
Hong Kong
Singapore
Spain
France (new)
UK (new)
Fund documents for Julius Bär’s Fundstrading platform

Julius Bär Bank publishes bid and ask prices for mutual funds in continuous trading (secondary trading) on its website www.fundstrading.juliusbaer.com. This service offers a further pricing system (alongside NAV set once a day by the fund management company) with rates that are updated constantly throughout the day, and, with it, an alternative order placement channel. fundinfo’s fund documents are incorporated into the Julius Bär platform.

New Members

The number of fund providers on our client list is constantly growing, with participating fund companies currently numbering more than 230. We are proud to present the following new members of fundinfo.com:

New Premium Member

  • Amundi

Other new Members

  • ACPI
  • Arvernus Capital
  • Avana Invest
  • Bache Commodities
  • Credito Commerciale Italiano (Rovere)
  • Genesis
  • Gottex
  • Hermes Fund Managers
  • JO Hambro Investment Managers
  • JP Morgan Securities
  • Kempen Capital Management
  • Kleinwort Benson InvestorsArvest Funds
  • LFP
  • Limestone
  • Lupus Alpha
  • Muzinich
  • Pinebridge
  • Santander Asset Management
  • Skandia Leben
  • Swiss Finance & Property Funds
  • Tareno
  • UOB Global Capital
  • William Blair
Impressive database of fund providers’ original documents

fundinfo.com’s database is growing all the time and currently contains 1.6 million up-to-date fund documents, with 35,000 new documents added each month.

Number of fund documents
Number of fund providers
Number of funds
Number of share classes
1’658’366
650
15’807
39’704

In recent months, an average of 900,000 fund documents were opened and viewed each month.

We welcome any suggestions, requests and questions, which will help us continue to improve fundinfo.com and make our fund platform as useful and valuable a tool as possible.

Yours faithfully,

Your fundinfo.com team

We would like to take this opportunity to thank the following premium members for their Support: