• Product Mastering

      Formerly Fundipedia — automate fund data collection, validation and distribution with regulatory-grade accuracy and compliance

      Client Book of Record

      Centralise client and counterparty data with automated validation, regulatory compliance and complete relationship visibility

      Fee & Distribution Channel Management

      Streamline distribution fee management with automated calculation, validation and transparent reporting across channels

    • Global Funds Registration

      Accelerate cross-border fund registration with expert support, regulatory intelligence and streamlined compliance workflows

      Fund Filing

      Automate regulatory filings and reporting with validated data, intelligent workflows and complete audit trails

      Regulatory Document Production

      Automate compliant PRIIPs, UCITS, SFDR and TCFD document production with expert validation and multi-language support

      Regulatory Template Production

      Generate market‑standard regulatory templates with automated calculations to ensure accurate, compliant disclosures across jurisdictions, including UK CCI, SFDR, TCFD, and more

      Calculations

      Deliver consultancy-grade PRIIPs, cost transparency and performance calculations with industrial-scale automation across European markets

    • Dissemination

      Distribute fund data and documents efficiently across platforms, regulators and distributors with automated workflows

      Feeds

      Access comprehensive fund data feeds with flexible formats, automated delivery and regulatory-grade accuracy

    • Investment Tools

      Model client scenarios and analyse investments with tax-aware cashflow planning and structured product evaluation tools

      Investor Engagement

      Reach millions of investors with comprehensive research content, independent ratings, and digital engagement via Factsheets and Fund Centres

    • Fund Research and Analysis

      Access comprehensive fund research, portfolio analysis and investment decision tools with trusted data and real-time insights via FE Analytics

      Portfolio Construction

      Comprehensive managed portfolio service data with detailed holdings, performance analysis and comparison tools

      Investment Intelligence

      Centralise portfolio performance, platform data and fee monitoring with automated insights across your advice practice

    • Nexus AI for Investment Managers

      Automate compliance checks, accelerate distribution and monitor market intelligence with AI-powered regulatory workflows

      Nexus AI for Wealth & Financial Advisers

      Automate meeting transcription, summaries, CRM updates and emails for a 50% increase in operational efficiency and fresh cost savings. Start your free trial

    • Case Studies

      Real client success stories demonstrating measurable results and operational improvements

      Whitepapers

      In-depth research and analysis on challenges facing investment managers and wealth managers

      Newsroom

      Latest company announcements, product launches and industry news from FE fundinfo

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    • Better Connected World Tour

      Join industry leaders exploring the future of fund distribution, data connectivity and regulatory technology

      On-Demand Webinars

      Access expert insights on regulatory compliance, technology innovation and industry trends whenever you need them

      Demo Day Wednesdays

      See our platform in action every Wednesday with live product demonstrations and expert Q&A sessions

      Private Banking Summit

      Connect with private banking leaders exploring wealth management innovation, regulatory challenges and client engagement strategies

    • Call Support

      Get in touch with one of our dedicated support teams

      User Guides

      Step-by-step documentation and tutorials for FE fundinfo products and platform features

      Customer Portal

      Access support resources, submit requests and manage your FE fundinfo services

      FE fundinfo Training Academy

      Comprehensive training modules for FE fundinfo platform users and advisers

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INSIGHT BACK UP IMAGE – Events

Fund Experts Forum 2024 - Set the focus

Fund Experts Forum 2024 - Set the focus

The specific focus of this year’s «Fund Experts Forum» is on relations between the super powers, regional tensions and the influence of players such as China, Russia and the USA. Register now for 17 April

Ever evolving alliances, emerging powers and ongoing conflicts are continually shaping the geopolitical landscape. The specific focus of this year’s «Fund Experts Forum» is on relations between the super powers, regional tensions and the influence of players such as China, Russia and the USA. They have a direct impact on global markets and make it imperative that investors have a comprehensive knowledge and understanding of political developments. Geopolitics, however, also affects Switzerland and forces it to assert itself in a complex and dynamic environment.

Geopolitical influences and in particular the impact that macroeconomic changes can have on investment portfolios are at the very heart of what the “Fund Experts Forum” stands for. The role of Europe and the positioning of the West are important factors when adapting investment strategies. What influence do such events have on Swiss monetary and interest rate policy and what can companies do to successfully adapt to them? How do different scenarios impact on different investment categories? “Setting the Focus” means we need to pursue and have effective asset allocation strategies in place.

The platform is the ideal tool for exploring these topics in depth, sharing insights and developing strategies that enable us to successfully navigate the complex geopolitical landscape.
FE fundinfo is a proud cooperation partner and we invite you to meet colleagues, exchange ideas and use this opportunity to expand your network. Make sure you register today for attendance at the conference to benefit from valuable information and guidance.

Link to program

The Target Group
The Fund Experts Forum is aimed at investment decision makers and customer advisers from the banking sector, asset managers, family offices, insurance companies, public pension schemes and charitable foundations in Switzerland and Liechtenstein. Participation in the conference is not an automatic right.

ADMISSION
Admission is free of charge. In order for the registration for the conference to be valid, the selection of 5 group discussions of the partner companies is mandatory. Participation can be canceled free of charge up to 24 hours before the start of the conference. Thereafter, as well as in the case of non-participation in the 5 group discussions of the partner companies, a fee of CHF 250.00 will be charged.