Newsletter No. 20

April 04, 2012

With this newsletter, we are pleased to update you on the latest developments concerning

Establishment of fundinfo (Germany) GmbH in Frankfurt am Main

fundinfo (Germany) GmbH was founded on 1 March 2012, with its head office in Frankfurt am Main, marking yet another important milestone in the young history of fundinfo.
Chantal Dietzel has been appointed sales manager and will be serving clients in Germany and Luxembourg and promoting fundinfo’s expansion in these two countries. Germany and Luxembourg are important markets for production and distribution in the fund industry. Through our new office in Frankfurt am Main, we aim to strengthen business relationships with our existing clients and sustain growth in these countries through closer proximity to our customers. reaches 200 videos

On 28 March 2012, the video by Anne Sophie Girault on the Aviva Investors Emerging Market Debt Strategy Fund was the 200th video to be uploaded to, marking another milestone since the launch of 15 months ago. The website currently features videos by 40 fund providers. Additional new videos featuring fund managers from ING Investment Managers, Fidelity, Bellevue Asset Management and Ignis Asset Management are almost ready.

fundinfo reaches 300 Members and Premium Members!

The number of fund providers in’s portfolio is constantly growing and reached 300 Members and Premium Members early this week – another milestone since the launch of almost six years ago.

The latest fundinfo Members and Premium Members are the following:
– AmpegaGerling
– Fullerton Fund Management
– Kaltchuga Capital Management
– Pareto
– Partners Group
– Renaissance Asset Management
– Sandell Asset Management
– Syndex

We would like to take this opportunity to thank all of our clients for their collaboration and trust.

fundinfo and ebase work together on fund manager videos

We are pleased to announce the integration in the ebase platform of the fund manager videos jointly produced by and the various participating fund companies. The videos have been available to brokers and end clients in a protected online area of the ebase platform since mid February.

As a leading B2B direct bank, ebase manages client assets of around EUR20 billion in Germany. Independent financial advisers, insurance companies, banks, asset managers and other businesses use ebase’s multi-client solutions for their clients for managing investment portfolios as well as its range of capital-building, pension plan and investment products.

First membership of a local asset manager in Singapore

Fullerton Fund Management is the first local asset manager from Singapore to take advantage of our services in Asia. Fullerton is a company that specialises in Asia, providing product and advisory solutions to investors seeking exposure to the Asian markets, including all asset classes.

Thanks to the participation as Member, all the investors in Asia – as well as professional investors in Europe – now have direct and free access to documents, prices and ratings for all the available funds from Fullerton Fund Management

On-the-move access to fundinfo

We now offer a web-based information service optimised for smartphones and tablet PCs:

Our new web app offers access to fund documents and fund manager videos from anywhere, anytime, on your iPhone, iPad, Android smartphone or Blackberry.

How it works:
1. Launch the browser on your mobile device;
2. Enter the following URL:;
3. Done! No need to download anything as with other apps.

If you use an iPhone or iPad, you may save a shortcut to the web app directly on your home screen, allowing you to launch the app via the fundinfo icon like any other app.

DWS & and DWS, Germany’s largest mutual fund company*, created the first video reporting for interested investors. More than 60 video portraits of selected DWS funds arealready online. Fund managers and product specialists present current topics and developments of their funds. This allows investors to gather valuable information at 1st hand.

DWS website – a successful integration of the Videos:

See more:


How does it work?
– video shootings within 4 days
– production and publication of videos within 5 days
– regular updates of videos

*BVI, June 30,.2011, incl. DB products

Fundinfo’s new platform for the europe-wide dissemination of Key Investor Information Documents (KIIDs)

fundinfo’s new platform for the Europe-wide dissemination of Key Investor Information Documents (KIIDs) is already online for several months.

For fund providers who wish to send KIIDs to their distribution partners in all EU countries, from now on fundinfo offers dispatch via the new platform Here, fund providers may choose whether to create own distribution lists — whereby they decide which distribution partners receive the KIIDs for which funds and in which language — or allow their distribution partners to subscribe to the KIIDs themselves. is a platform accessible exclusively to fund providers and their registered distributors and will include a compliance tracking tool for storage and retrieval of KIID transmission and receipt protocols.

The new platform is already used by several leading fund providers as for example Credit Suisse, Invesco, Schroders, MFS or UBS.


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

Yours faithfully,

Your team


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

Global Premium Member
Amundi AXA Investment Managers BlackRock Clariden Leu
Credit Suisse AM Deka Dexia DWS
Invesco J.P. Morgan Asset Management Lombard Odier Morgan Stanley
Neuberger Berman Nordea Schroders Swiss & Global Asset Management AG
UBS Vontobel
Country Premium Member
Aberdeen Allianz Global Investors BNP Paribas Investment Partners Fidelity
Franklin Templeton IFM Independent Fund Management AG M&G Investments Pictet
Pioneer Investments Robeco Skandia Sparinvest
VP Bank