fundinfo Newsletter No. 31

July 22, 2016

UBS, Credit Suisse, Julius Baer and fundinfo launch “openfunds”!

A major milestone has been reached! After two years of intensive collaboration, two dozen financial institutions led by UBS, Credit Suisse and Julius Baer together with fundinfo AG have agreed on publishing the openfunds standard, version 1.0. This free, open-standard simplifies the dissemination of static fund data through the consistent characterisation of investment fund attributes. The launch...

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Four prominent new clients sign-up for trendscout

We are pleased to provide our fund demand analytics service “trendscout” to four new, industry-leading Clients: Bellevue Asset Management, T. Rowe Price, RWC Partners and RobecoSAM. As fundinfo’s “Google Analytics” of the investment fund universe, trendscout monitors investor access to our 17+ million fund documents. In doing so, it can analyse and display an endless combination of revealing...

Four prominent new clients sign-up for trendscout read more

The clock is ticking for PRIIP KIDs!

The European Commission has released the "Regulatory technical standards about Key Information Documents for PRIIPs" (RTS). According to RTS, by the end of 2017 all investment products sold in the European Market to retail investors must have a corresponding “PRIIP KIDs” (Packaged Retail and Insurance-based Investment Products Key Information Document). Even if there is a grandfathering period...

The clock is ticking for PRIIP KIDs! read more

The early bird catches the worm - More fund insights over breakfast in Asia

fundinfo’s 2016 annual breakfast briefing sessions in Asia sponsored by M&G in Singapore and Hong Kong were a resounding success! Over 130 attendees from more than 50 fund houses joined us to listen to speakers from international fund distributors Credit Suisse, Julius Baer and UBS. The seminar focused on how Investment Advisory and Fund Selection Teams work together to identify conviction...

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fundinfo sails past 17 million fund documents

fundinfo’s platform has surpassed 17 million fund and ETF documents. The company’s online repository continues to experience exponential growth as more and more Fund Houses choose to host their mandatory and marketing documents on the world’s largest and most trusted source for high-quality fund and ETF documents: & Find out more about our Fund Publication...

fundinfo sails past 17 million fund documents read more

Have you tried our public online ETF information platform?

View our new tutorial video! As a “sister” site to, our platform is dedicated to providing you with all the information you need to know about Exchange Traded Funds (ETFs) offered in Europe, Hong Kong and Singapore. On, you can find up-to-date information about ETFs from 24 fund houses comprising over 1700 ETFs! Search, filter and compare...

Have you tried our public online ETF information platform? read more

fundinfo partners with F2C for automated delivery of static fund data

To uphold the high quality of our services and to ensure correctness of publication and dissemination of static fund data, fundinfo pursues a primary source policy and, in general, accepts original fund data only directly from fund houses. As an alternative, however, fund providers are able to transmit their static fund data through selected service providers, provided that the partner complies...

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