Newsletter

fundinfo Newsletter No. 39

December 07, 2017

Cooperation between fundinfo and UBS Fondcenter for fund data management

UBS AG and its group company Fondcenter AG have commissioned fundinfo AG to procure and source their fund data from fund providers and asset managers. In order to provide efficient, legally compliant investment advice, UBS Fondcenter's external and internal partners require on demand access to complete, accurate and up-to-date fund information, including MiFID II and PRIIPs data. “After working...

Cooperation between fundinfo and UBS Fondcenter for fund data management read more

fundinfo announces MiFID II solution for fund houses selling into Germany

Up to now, delivering fund data for the German market has been complex; fund houses had to convert data into the format most used in Germany which is different than the standard European EMT format. fundinfo has developed a special adaptor that converts your MiFID II data into the format required by the German fund market. Simply send us your data in the openfunds format, and we take care of the...

fundinfo announces MiFID II solution for fund houses selling into Germany read more

fundinfo enables the dissemination of original EPT / EMT data templates

The EU directive MiFID II as well as the new PRIIPs regulation with accompanying extended data requirements have been a prime concern of the fund industry for months. To support our partners with these issues, we at fundinfo have been working intensively on solutions that support the efficient implementation of these directives. We are pleased that we can now offer the distribution of original...

fundinfo enables the dissemination of original EPT / EMT data templates read more

fundinfo now hosts 25 million fund documents from 550 fund house members

As fundinfo approaches its 12th year, we are proud to announce two major milestones; our fund platform www.fundinfo.com now hosts 25 million high-quality fund documents from 550 fund house members! All major fund houses have now placed their trust in fundinfo to reliably host, publish and distribute their fund documents and data to business partners around the world. These numbers demonstrate...

fundinfo now hosts 25 million fund documents from 550 fund house members read more

fundinfo’s “Data Feed Powerquery” sends customised fund data straight to an Excel spreadsheet

Data Feed Powerquery is a cost free add-on to fundinfo’s Self-Service Data Feed. Based on a pre-configured Excel workbook which can be placed on any desktop in your organisation, it directly accesses an API to fundinfo’s comprehensive cloud database of thousands of funds from over 500 fund houses. For each fund, over 350 data fields are available including MiFID II, Target Market, PRIIPs plus all...

fundinfo’s “Data Feed Powerquery” sends customised fund data straight to an Excel spreadsheet read more

fundinfo holds successful fund workshops in Hong Kong & Singapore

80 participants from over 40 fund houses experienced two extremely informative days with fundinfo colleagues in Hong Kong and Singapore. Representatives from Sales, Customer Service, Marketing, Fund Administration, Operations & IT learned how fundinfo services can enhance collaboration between fund houses and distributors, as well as improve asset management processes. The focus of both...

fundinfo holds successful fund workshops in Hong Kong & Singapore read more

fundinfo commits to responsible investment by becoming PRI signatory

As one of the fund industry’s major service providers, fundinfo plays an influential role in the distribution of information used by investors to select funds. In particular, the company’s fund selection tool, Digital-Advisor, makes it easy for investors to find funds that exhibit a high level of sustainability and social responsibility. To demonstrate our commitment to responsible investing,...

fundinfo commits to responsible investment by becoming PRI signatory read more

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