Simfund
The most comprehensive view of local funds, cross-border funds, and ETFs globally, delivering critically important information when you need it.
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Simfund is the premier platform integrating the industry’s best-in-class proprietary and third-party data sets for advanced business intelligence across every major fund market. With easy-to-use, flexible dashboards and reporting applications for executives to analysts, Simfund streamlines information dissemination and collaboration across the product life-cycle and organization.
Providing full transparency of assets, flows, performance, and other fund characteristics at the share class level, together with modular data sets including:
- Fund of funds: enabling users to identify opportunities and examine relationships between fund of funds and their fund holdings globally;
- Responsible investing data: an expanded ESG data set including SFDR classifications (Articles 6, 8,9) inclusive of historical data, breadth of ESG data attributes, and ISS ESG fund rating data;
- Fee and expenses: comprehensive coverage for UK and Irish domiciled funds to support Assessment of Value reporting and customized peer benchmarking analytics;
- Consortium participation: consortium members can size markets including cross-border fund opportunities with gross and net flows, analyze their market share and ranking across multiple dimensions within each country;
- Research insights: powered by Simfund, at the forefront of thorough, unbiased, and actionable business intelligence.
Simfund’s actionable insights support a broad range of use cases
STRATEGY AND
FINANCE
Quantify the market size and relative market share; analyze peer fees and expenses including benchmarking outsourced providers; stay ahead of industry trends.
COMPETITIVE INTELLIGENCE/
BENCHMARKING
Identity which competitor funds are outperforming in their respective sectors; understand who is winning/losing fund flows; learn how fees differ at share class levels.
MARKETING AND DISTRIBUTION
Evaluate fund flows across multiple dimensions and regions; identify areas of opportunity and risk.
Press & News
Advisors Seeking Specialists on Complex Subjects, ISS MI Survey Shows
Key insights from the survey highlight the critical role specialists have in guiding advisors through the complex investment landscape. As interest in alternatives has surged, 42% of advisors stressed the importance of asset managers providing alternatives specialists to help them make informed investment decisions.
2024 opened with elevated retail gross sales of UK domiciled funds compared to 2023. This included quarter-over-quarter and year-over-year sales growth in all three major asset classes. Half of reporting fund groups also managed to top their Q1 2023 and Q4 2023 sales results.
ISS Market Intelligence Report Reveals 7% Decline in UK Multi-asset Fund Sales
In a detailed analysis, the report reveals a 7% decline in multi-asset fund sales during the second half of 2023. Despite a marginal 2% increase within the broader financial adviser channel, the report uncovers challenges faced by various participants, with only 28% of fund managers registering growth in multi-asset fund sales.
Collateral
Simfund Global Business Intelligence
Simfund provides actionable intelligence and transparency into the Asset Management industry through integrated datasets, analytics and workflow solutions.
Simfund Fund of Funds Holdings
Simfund's Fund of Funds datasets and analytics enable you to identify fund of fund opportunities and new mandates, target distribution efforts and optimise your sales proposals relative to competitors.
Consortium is a cross-border benchmarking tool that enables you to analyze key product attributes compared to peers by region, country and sector.
New Data Sets: Fees and Expenses for UK and Irish Domiciled Funds
Asset managers focusing on the UK and Irish fund markets now have access to comprehensive fee and expense
information covering the UK and Irish domiciled fund universe through Simfund.
Expanded Data Sets: ESG and SFDR Data Attributes
Simfund now enables more granular fund analysis through the introduction of an expanded global Responsible Investing data set.
Insights
Windows into Defined Contribution, Q1 2024
2023 represented a year of recovery for a number of investment vehicles as public market returns rebounded following 2022’s interest rate hikes. Competition between vehicles though remained an ever-present concern, as structures across channels have sought to supplant the legacy position of mutual funds.
Another Model Quarter – Q1 2024 Financial Adviser Sales Highlights
In this latest UK financial adviser fund sales highlights, Benjamin Reed-Hurwitz, EMEA Research Leader at ISS MI, focuses on the latest net sales trends for Q1 2024, gathered directly from platforms and asset managers.
A Tale of Two Multi-Asset Solutions
It was the best of times (for model portfolios); it was the worst of times (for multi-asset funds). Model portfolios continued to see bullish net sales throughout a challenging 2023 retail investment environment, while multi-asset funds fell into net outflows.
Demand for home-based investments declining across Europe
Over the past five years European-domiciled equity funds have been on quite the roller coaster ride—a ride that most recently climaxed between 2020-2022 as investor euphoria during the pandemic led to a spike in positive investment flows during 2020 and 2021.
Windows into Defined Contribution, Q4 2023
2022 proved to be a difficult year for stakeholders across the investment landscape. The Federal Reserve’s campaign to tamp down on historically high inflation led to substantial market declines across equity and bond markets, contributing to plunging account balances while interfering with investors’ ability to diversify via traditional strategies.
Are the Clouds Parting? – Q4 2023 Financial Adviser Sales Highlights
In this latest UK financial adviser fund sales highlights, Benjamin Reed-Hurwitz, EMEA Research Leader at ISS MI, focuses on the latest net sales trends for Q4 2023, gathered directly from platforms and asset managers.
