Benefit from our many years of experience in fund analysis and delegate your fund research to fundinfo.
Our experienced and proactive research team has been dealing exclusively with investment funds for many years and possesses broad-based and profound knowledge.
fundinfo's team is dedicated exclusively to institutional clients including leading banks, financial advisors, insurance companies, family offices and pension funds. Our high-quality fund research meets the highest expectations of our clients.
Our service can be flexibly tailored to your needs and implemented within a few weeks. We consider ourselves as your own fund research department, dedicated to helping you reduce costs and meet ever-increasing regulatory requirements. We take all your needs into account to provide tailor-made fund research in your corporate design that satisfies the requirements of your Investment Committee, Portfolio Managers and Customer Relationship Officers in different domiciles.
Together with you, we define the investment universe taking into account your needs regarding sales registration, track record, fund size, fund providers and your current investments. The fund analysis itself is based on scientific findings which have been confirmed by our team based on many years of practice.
We create recommendation lists for any customer segment and document each recommendation with an analyst report available in multiple languages. The report justifies the recommendation and positions the fund's investments in detail so you know exactly what you are buying.
Each year, we hold around 500 fund manager meetings and systematically document the results. These are added to our proprietary Due Diligence Software which forms the basis of our fund selection process. Each fund, including management and the fund company, are analysed using more than 100 selection criteria. We analyse the valuation in eleven dimension before issuing a buy recommendation.
We constantly monitor the quality of our fund recommendations in collaboration with your management, as well as in conjunction with competitive and benchmark analysis. We would be pleased to discuss our tailor-made analysis with you on a regular basis - our senior sanalysts are always available to address your inquiries at any time.