Newsletter

fundinfo Newsletter No. 42

October 04, 2018

fundinfo is preparing for Distribution Oversight / Upstream Reporting

One of the numerous regulatory requirements of MiFID II is that distributors must inform asset managers to which client segment they have actually offered and sold their funds. At present, various working groups and associations are working intensively on practical implementation of this reporting system, and on how distributors can make this "upstream reporting" or "distribution oversight"...

fundinfo is preparing for Distribution Oversight / Upstream Reporting read more

Free Access to fundinfo’s Digital-Advisor and the new Trendscout Report for our Document Dissemination Clients

To give fund houses valuable insights into the competitive situation of their funds, we have implemented a new "Trendscout Report" within Digital-Advisor, fundinfo's expert tool for tailored fund selection. We are pleased to offer all our Document Dissemination clients now free access to Digital-Advisor. It allows you to evaluate what demand is emerging for your funds, identify your fund's most...

Free Access to fundinfo’s Digital-Advisor and the new Trendscout Report for our Document Dissemination Clients read more

fundinfo’s Document and Data Team is continuing to grow

Customer satisfaction and the reliability of www.fundinfo.com is our top priority. We are therefore pleased to have recently strengthened our highly motivated, experienced and international team with six new colleagues at our headquarters in Zurich. Originating from Brazil, Poland, Sweden and Switzerland, our new specialists together with all other team members are dedicated to ensuring that our...

fundinfo’s Document and Data Team is continuing to grow read more

fundinfo’s summer party in Frankfurt

We wished it would never end! Well over 100 cheerful guests accepted the invitation of our colleagues from fundinfo (Germany) to take part in this year's summer party in Frankfurt. This year the weather Gods blessed us with extremely pleasant temperatures for the well-attended party at the "Mantis Roofgarden". After the welcome and a speech by our colleague Alexander Ehmann, the grill master put...

fundinfo’s summer party in Frankfurt read more

fundinfo’s Digital-Advisor now offers a ground-breaking share class suitability tool

Fund research in itself is a very interesting activity. However, if a fund selector spends more time searching for the right share class for each client segment than with actual investment due diligence, something is wrong! This is now a thing of the past - thanks to the new Share Class Suitability Tool of fundinfo’s Digital-Advisor. Fund selectors can now inform Digital-Advisor of their...

fundinfo’s Digital-Advisor now offers a ground-breaking share class suitability tool read more

Hola! Full house at fundinfo's event in Madrid

With the recent introduction of PRIIPs and MiFID II, the challenge of managing fund data efficiently and without error has increased significantly. The need to exchange fund data in a uniform, industry-accepted format has now become a top priority for fund houses, fund distributors, and fund platforms around the world. With this backdrop, our colleagues from fundinfo Spain recently hosted a...

Hola! Full house at fundinfo's event in Madrid 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)