Newsletter

Newsletter No. 28

March 02, 2015

Fitch’s Fund Quality Rating Research available on the fundinfo platform

fundinfo announced that Fitch’s Fund Quality ratings for all rated funds are now available on the platform www.fundinfo.com.

Customers and users of www.fundinfo.com will have access to Fitch’s fund ratings and full rating reports. The rating reports allows fund investors to objectively compare funds’ investment philosophies and processes, resources and track records, in order to make informed investment decisions.

Link to press release
 

fundinfo goes live in the Netherlands


In November 2014 we went live with the Netherlands as further fund market on www.fundinfo.com. As a result, users of our platform can now access the fund documents, data, ratings and videos for funds registered for sale in the Netherlands. With this going live we publish on www.fundinfo.com now fund information for 10 countries in Europe and 2 in Asia.

 

10 Million Fund Documents on fundinfo.com


Also in November we have reached the incredible figure of 10 million fund documents on our platform. This milestone is the result of much hard work and efficient cooperation with our clients.



Therefore, we would like to take this opportunity to express our sincere gratitude to all our clients and business partners for their outstanding support, and we look forward to continuing our successful partnership in the years to come.

 

Additional distributors on board fundinfo!


In addition to our existing partnerships we are delighted to announce that the following distributors also selected fundinfo’s Fund Document Service (FDS) last quarter for their ongoing fund document requirements:


– DBS Private and Consumer Banks
– MoneyMate
– Fidelity
– ABN Amro
– Inversis
– Allfunds
– HSBC Private Bank
– ifsam – International Fund Services & Asset Management S.A.

» more

First Fund Experts Forum in Germany


Last autumn, FAZ Forum and fundinfo launched the first Fund Experts Forum in Germany. We were pleased to welcome numerous participants from private wealth management and the fund industry to the Hotel Kempinski in Falkenstein near Frankfurt am Main. The event was subtitled “Risk more Assets!”.

 

 

» more

openfunds


At the German Investment Funds Association (BVI) offices in Frankfurt am Main “openfunds – an initiative to increase efficiency and quality in the exchange of fund data” has been presented.

 

» more

fundinfo and M&G breakfast Seminar in Singapore


fundinfo’s second Asian event held in Singapore in September 2014 built on the success of Hong Kong’s event a few months earlier. Speakers from Credit Suisse, Julius Baer, DBS and UBS shared how fund houses should go about developing better partnerships with global and regional fund distributors. Something that everyone agreed would not only be valuable for them but most importantly for the entire funds industry in Asia which has room for a lot of growth.

With over 80 attendees it was a full house and very well attended event.

Game-changer: fundinfo

During the Hubbis Wealth Management conference in Singapore Alexander Looijen (fundinfo Sales Director, Asia) got the chance to be interviewed by Michael Stanhope and explain fundinfo’s background and comment on their document solutions.

  

 

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

Yours faithfully,

Your fundinfo Team

 

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