Newsletter

Newsletter No. 23

December 06, 2012

With this newsletter, we are pleased to update you on the latest developments concerning fundinfo.com and etfinfo.com.

 

New Market Statistics on www.etfinfo.com

This December, www.etfinfo.com introduced some new market statistics for ETFs. Under “Statistics” you will now find information on the best and worst performing ETFs, the most frequently replicated indices, the number of ETFs registered for sale in each country and much more.

Click here to find out, for example, which ETF provider and which asset class saw the largest inflows last month and to view a wide range of other market statistics.

 

First portrait video for ETFs

Exchange-Traded Funds (ETF) are typically managed passively and are therefore associated with fees that are lower than those of actively managed funds. ETF managers seek to construct a portfolio that replicates a benchmark index.

Although passive investments are less complex, there is still a lot to talk about: Swiss & Global of Zurich has commissioned its first ETF video production showcasing its “JB Precious Metals Funds”. Product manager Stephan Müller describes the asset class and replication method and explains how and why to invest in ETFs along with the advantages. More

 

Number of Fund Providers Growing Steadily

The number of members and premium members has grown steadily since fundinfo was established back in 2006. Today, our customers include more than 300 fund Providers.

As well as a steady rise in the number of members and premium members, we have seen an increase in the volume of documents processed each month. When fundinfo started out, we were processing some 4,000 documents each month: today, that figure has increased to more than 150,000.

We would like to take this opportunity to thank all fund providers for their good cooperation.

 

New Presentation of Statistics for Our Members

In October, www.fundinfo.com introduced a new and improved layout for presenting statistics that is more detailed and user friendly. Statistics may now be downloaded in CSV format, allowing the data to be processed.

Depending on members’ needs, the raw data may be filtered, sorted and displayed in charts. In addition, members may download a list of MyFunds subscribers for their various funds. We are pleased with this successful, user-friendly new presentation of statistics and hope you enjoy trying it out.

 

Two New Media Partners in Spain

We are pleased to announce our partnership with two new media partners in Spain – Cinco Días and Unience – through which we are able to increase the online visibility of our members and premium members.

Cinco Días is a leading daily financial paper in Spain belonging to the largest media group in the country (PRISA). Cinco Días hosts a fund research and information tool, now enhanced by fundinfo’s original fund documents and fund manager videos.

Unience is the leading social network for Spanish investors, with 50,000 registered users, and has become a key meeting place for advisers, fund providers, financial institutions, listed companies and investors. Last September, Unience launched a new website containing high-quality fund information, powered now by fundinfo with original fund documents and fund manager videos.

 

Comparison at the Touch of a Button; Investors Swear by etfinfo.com

How do investors and professionals gain a quick overview in the ETF market? Hinder Asset Management AG puts the answer in a nutshell in its newsletter:  “One ETF comparison website, in particular, that we can currently recommend to Swiss investors is etfinfo.com: Here, up to five different ETFs can be compared in one go at the press of a button.

This database contains the entire universe of ETFs traded in Switzerland, Germany, Austria, Italy, Spain, Hong Kong and Singapore.
The Hinder newsletter illustrates an example of the sort of searching and comparison available on the Swiss equities market. Important selection criteria are an ETF’s size and past performance. It goes on to say: “To the best of our knowledge, etfinfo.com is one of the few platforms that accurately calculates the past performance of ETFs: The performance figures published on etfinfo.com are based on the net asset value of the ETFs, taking into account payouts.”

 

300th video milestone reached: fundinfo.tv has its finger on the pulse of the renminbi

After London, Vienna, Frankfurt, Cologne and Munich, the film crew of fundinfo.tv is now shooting in Hong Kong, the financial heart of Asia, too. With local experts on the spot, we are able to shoot a video clip within 30 to 60 minutes. The clapper board is ready for the 300th video production from  the 27th floor of the ICBC tower with its view of the skyline – ready to take the pulse of the renminbi.

Many financial clients appreciate the shooting of updates. Here, the fund manager may talk about his favourite stock, discuss in greater detail issues such as portfolio reallocation and performance trends over the past three to six months, and produce the latest charts to keep investors up to date.

 

Transparency through Translation

All videos on fundinfo.tv and fundinfo.com are translated and have German or English subtitles. To view the subtitles, simply click on “Select Subtitles”. Subtitles may be added in additional languages such as French, Italian, Spanish or Chinese, making your video clips accessible for investment consultancy and sales activities across Europe and Asia.

 

New Disclaimer, Terms of Use and Data Protection Policy

fundinfo now has country-specific disclaimers, terms of use and data protection policies. All users are now required to confirm that they have read and accept these.

Unless users instruct otherwise, their personal data such as first and last name and email address will be forwarded to fund providers whose funds the users have added to their “MyFunds” subscription list. However, users may still render their personal data anonymous: in order to do so, they must log in and deselect the corresponding disclosure option under “Email subscriptions“.

The purpose of this new measure is to ensure that users of our platform are better and more accurately informed of the country-specific terms of use and data protection policies.

 

fundinfo Goes Live in Luxembourg

We went live with the database for Luxembourg on www.fundinfo.com in August 2012. As a result, users of our platform can now access the fund documents, data, ratings and videos for funds registered for sale in Luxembourg.
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:

Global Premium Member
Amundi AXA Investment Managers BlackRock Credit Suisse AM
Deka Dexia DWS Franklin Templeton
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
IFM Independent Fund Management AG M&G Investments Pictet Pioneer Investments
Robeco Skandia Sparinvest VP Bank