Newsletter

fundinfo Newsletter No. 41

July 31, 2018

Direct NAV publication now live on fundinfo

A key requirement from our customers is timely and reliable publication of fund prices (NAVs) without delay. We are therefore very happy to announce that we have enhanced our system to allow fund houses to publish NAVs directly on www.fundinfo.com. To guarantee an efficient and transparent process, the new service conforms to the openfunds standard. A warm welcome to all our clients who are...

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30 Million Fund Documents on www.fundinfo.com

fundinfo celebrates another significant milestone! As of today, we host over 30 million quality-controlled fund documents from over 800 fund houses on www.fundinfo.com. This is an increase of 5 million documents in less than half a year! Our team works tirelessly to ensure that our clients' fund documents meet the highest quality standards before they reach their distribution partners. A big...

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fundinfo’s Digital-Advisor: new features and service packages for professional fund selectors

We are pleased to announce new features and service packages for our Digital-Advisor expert system for fund selection (find all details here): All three packages give you now access to fund presentations and standard DDQs provided by fund houses, allow you to rate and comment funds, see the audit trail of all your rating changes and generate real-time fund reports which are based on...

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Your funds deserve the highest attention

Our customers know: with the publication of their fund information with fundinfo, their funds are present not only on www.fundinfo.com, but also on numerous portals of our first-class media partners. As a result their funds immediately enjoy greater visibility, and directly benefit from increased attention. Did you know that you can increase the visibility of your top products even further?...

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fundinfo launches new fund news service in cooperation with UBS

To provide investors with up-to-date information and views from fund managers fundinfo has launched a new service, in cooperation with UBS Global Wealth Management, that enables fund providers to publish fund-specific news in an automated and systematic way. The new service, known as News Dissemination, allows fund managers to provide their insights on the impact of recent market or political...

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fundinfo joins JIAM FinTech Square (JFS) Showroom in Japan

fundinfo is happy to announce that we have joined the JIAM Fintech Square showroom (JFS) in Tokyo. A big “thank you” goes to the JFS team for providing us with a booth to showcase fundinfo’s services. During the official opening ceremony on May 23, fundinfo was honoured to be introduced to all participants by JFS’s executive team. Doris Tse, Sales Director fundinfo Asia, took the opportunity to...

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fundinfo at the Private Wealth Management Association event in Hong Kong

fundinfo was honoured to participate in the Private Wealth Management Association (PWMA) event in Hong Kong on July 12 to discuss product due diligence. PWMA is an industry association whose mission is to foster the growth and development of the private wealth management industry in Hong Kong. In cooperation with Mercer, PWMA conducted a survey on current practices and challenges facing the...

fundinfo at the Private Wealth Management Association event in Hong Kong read more

Premium Members

   Aberdeen

   Allianz Global Investors

      Amundi

   AXA Investment Managers

 BlackRock

 BNP Paribas Investment Partners

     Candriam

           Capital Group

 Carmignac Gestion

 Columbia Threadneedle

 Credit Suisse AM

 Deutsche Asset Management

     Fidelity

      Franklin Templeton

             

            Invesco

 J.P. Morgan Asset Management

 Morgan Stanley Investment Management

    Neuberger Berman

    Nordea

 Pictet

     Schroders

 Sparinvest

 UBS

    

VP Fund Solutions (Liechtenstein)