Newsletter No. 24

July 03, 2013

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


Fund Experts Forum 2013

The FUND EXPERTS FORUM – an investment conference for private wealth managers organized by Forum Executive and fundinfo – took place in Rüschlikon on 11 and 12 April 2013. Held under the motto “BEYOND UNCERTAINTY”, the conference was moderated by Reto Brennwald of Swiss television SF1.

On day one, the event began with interesting panel discussions with Jörg Asmussen, Elizabeth Corley, Oswald Grübel, Prof. Dr. Beatrice Weder di Mauro and Czech economist and bestseller Prof. Tomas Sedlacek on the current debt crisis and the repercussions for banks and the asset management industry. The panel discussions were chaired by Mark Dittli (editor-in-chief of the Swiss newspaper Finanz und Wirtschaft) and Dr. Rainer Hank (head of the business and finance section of the Sunday edition of the German newspaper Frankfurter Allgemeine). After dinner, attendees had the opportunity to network with one another.

On day two, the conference continued with a presentation on the topic of “trust” by Dr. David Bosshart, CEO of the Gottlieb Duttweiler Institute (GDI). The presentation was followed by group discussions among the 200 participants on specific investment themes with 15 high-calibre portfolio managers in the inspiring setting of the GDI in Rüschlikon. To end the conference on a more relaxed note, Stephen Attenborough (commercial director of Virgin Galactic) presented Richard Branson’s current commercial space tourism good cooperation.


Two Different Types of Equity Gains for the German Fund Market Now Published on

The recent tax legislation intended to implement the ECJ ruling of 21.3.2013 in Germany has resulted in a change on Two different types of equity gains can now be published for retail investment funds for the German fund market. Up until now, we only published equity gains for corporate investors identified as EStG “ID906″ (covering dividends and divestment gains): now we also publish equity gains for corporate investors identified as KStG “ID926″ (covering divestment gains only). The new type of equity gain is published on next to the previous type and identified as AG2.


Nikko AM Asia now available on

Our services are now being used by Nikko Asset Management Asia, among the largest local asset managers in South-East Asia. Nikko AM Asia specialises in Asian equities and bonds and is the centre of excellence of the Nikko Asset Management Group, the largest regional asset manager headquartered in Asia.

This collaboration means that all Asia-based investors, as well as professional investors in the UK and the rest of Europe, now have free, direct access to documents, fund manager videos, prices and ratings of all available funds of Nikko Asset Management Asia. Since the announcement of the collaboration between fundinfo and the local associations IMAS and LIA (see Article of 10 January 2012), other local asset managers, including Fullerton and Eastspring Investments, have started working together with fundinfo (all these providers‘ funds are available online), and we will soon be counting several more Singapore-based asset managers, banks and media partners among our customers. Videos Are Proving Popular

fundinfo conducted an opinion poll among its video customers. Overall, we received positive feedback on our video standard, which is proving popular with our customers. Video portraits are shown by customers for approximately 12 months, while video updates are shown for a shorter period of around six months. Unless customers request deactivation, their video clips will remain online.

New features such as the use of a teleprompter is not appreciated by all customers as some feel that it makes the presentations less spontaneous and increases production costs. However, the fact that we are experimenting a little more with different camera angles and eye contact to make the interviewee appear more relaxed is generally welcomed. We have taken this suggestion on board and would like to encourage you to become actively involved. We intend to maintain the current thematic structure and the list of presentations in the video. Not all fund providers exploit the possibility of integrating the videos in their various marketing tools such as newsletters, mailings and live presentations or on their own corporate website. The fundinfo video team is happy to assist you in this area if you have any questions or would like some ideas or other input.


New Media Partner in Singapore

We are delighted to announce that we have recently joined forces with a new media partner in Singapore, namely Phillip Unit Trust. With this new partnership, we have increased the online visibility of our members and premium members in Singapore as well.

Phillip Unit Trust is a financial institution offering a broad range of high-quality, innovative services to private and institutional customers. Phillip Unit Trust also publishes fund information on its website. Original fund documents supplied by fundinfo are now also available on the website, and there are plans to integrate fund manager videos, too, soon.


New Market Statistics on

For some time, 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.


Interesting Facts and Figures about fundinfo

fundinfo publishes directly on its web page facts and figures regarding its unique database and access to its own website and to the more than 100 distribution platforms across Europe and Asia.

To find out, for example, which fund provider received the most clicks on links to its fund documents yesterday or where in the world fund documents are being accessed from predominantly, or to view more facts and figures updated on a daily basis, just go to


Great Turnout for the fundinfo (Germany) GmbH Summer Party

The first fundinfo (Germany) summer party took place in Frankfurt am Main on 19 June 2013 with a summer temperature of 38 degrees. We catered for more than 70 guests at Mantis Roofgarden with tasty delicacies and refreshing drinks. The enjoyable atmosphere continued into the late evening also thanks to the glorious summer weather. We would like to thank you all very much for the great turnout.


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