Newsletter No. 26

April 28, 2014

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

Fund Experts Forum 2014

This year’s Fund Experts Forum at the Gottlieb Duttweiler Institute in Rüschlikon took place on 9-10 April 2014 and was entitled “SEARCH FOR YIELD”. Mark Dittli, editor-in-chief of the Swiss newspaper Finanz und Wirtschaft, presented the exciting programme.

The forum began in the afternoon of day one with interesting interviews and talks with William R. White (chairman of the Economic and Development Review Committee, EDRC), Prof. Dr. Peter Bernholz, Dr. Alfred Roelli (Economist at Bank Pictet & Cie SA), Peter Bodenmann, Dr. Serge Gaillard (Director of the Federal Finance Administration FFA) and Dr. Michael Hasenstab (CIO and fund manager at Franklin Templeton Investments) to name a few. Day one ended with a convivial dinner with lively networking and many interesting conversations.

The following day, the 150 participants enjoyed the presentations on competitiveness by Professor Dr. Stéphane Garelli from IMD Lausanne and on speculative bubbles in securities markets by Professor Dr. Didier Sornette. In the group discussions that followed, the attendees were able to exchange views with leading fund managers on specific topics and seek expert advice.

In the final talk with racing driver and model Christina Surer, the guests learnt about the joys, defeats and risks of motor sports.

8 Million Fund Documents on

On 24 April 2014, we exceeded the threshold of 8 million fund documents. The latest million documents were uploaded in less than three months. This enormous increase requires a high level of commitment on our part and efficient cooperation with our customers. Therefore, we would like to take this opportunity to thank our valued customers: we look forward to continuing working with you.


Fund providers can increase the visibility of their funds on with AdRankings. We have enhanced this service by adding a new function that will raise their profile further still.

AdRankings now also appear on the homepage of

For an annual fee of SFr.1,000 per AdRanking, you can raise the profile of your funds further still. Below is a screenshot of a sample hit list featuring AdRankings:

If you would like to book AdRankings for your funds, please email us at

“Durable Medium” Breakfast Event

On 01.04.2014 we had the pleasure of meeting numerous people from the fund industry at MainNizza in Frankfurt. Most of those who attended were fund companies and distributors.

The cooperation between fundinfo and Bundesanzeiger Verlag was the subject of several talks and presentations. At the breakfast meeting, our speakers presented an overview of the topic along with the problems currently posed by the “durable medium”. A new solution was presented by Bundesanzeiger Verlag and fundinfo that focused on the correct classification of notices to investors as well as archiving, dissemination to custodians and optimal publication of the same.

It is precisely in these areas that we can efficiently apply our knowledge, infrastructure and extensive publication platform and form a strong duo with our cooperation partner to offer a comprehensive service.

To find out more about this service, please visit:

FONDS‘14 and Salone del Risparmio

On 5-6 February 2014, we attended the financial trade fair in Zurich.

We had the pleasure of meeting several guests at our stand and had interesting discussions with them.

We also attended the financial trade show “Salone del Risparmio” in Milan on 26-28 March 2014, where we spent three exciting days, too.

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:

Aberdeen Allianz Global Investors Amundi AXA Investment Managers
BlackRock BNP Paribas Investment Partners Candriam Credit Suisse AM
Deka DWS Fidelity Franklin Templeton
HSBC IFM Independent Fund Management AG IFOS Invesco
J.P. Morgan Asset Management M&G Investments Morgan Stanley Investment Management Neuberger Berman
Nordea Pictet Robeco Schroders
Sparinvest Swiss & Global Asset Management AG UBS Vontobel