Profit from our decades of experience in fund research and top quality advice.
We provide comprehensive fund expertise via direct contact and user-friendly tools. We have spent many years working exclusively with investment funds and have built-up profound and specialised knowledge in this area. As an independent fund research provider, we report only to our clients.
Sustainable investing is a central part of our philosophy - we have therefore integrated sustainability criteria into our analysis process.
Fulfil your compliance and documentation requirements
All fund recommendations are thoroughly analysed and systematically documented. Auditors and supervisory authorities can easily follow the trail of modifications to the recommendations and their reasons at any time.
We provide well-grounded fund research that allows your portfolio managers, asset managers and financial advisors to generate added-value in customer relationships. We coordinate our fund proposals with your client’s needs and market outlook.
Avoid conflicts of interest
Clients and supervisory authorities expect independent advice. With MiFID II and the Swiss counterpart FIDLEG, reporting requirements continue to rise. As an independent fund research service provider, we can support you in these challenges while minimising conflicts of interest.
Global onshore-banking requires fund recommendations that take into account the legal and tax implications of each client’s jurisdiction. We provide fund recommendations tailored to the different channels while integrating the appropriate share classes.
Contact us for further information.