How does Fundrella differ from other fund platforms?
Fundrella is a pioneering matchmaker in asset management, allowing professional investors to discover funds that align with their ESG (Environmental, Social, and Governance) criteria. This disrupts the conventional approach to fund selection in the asset management industry, replacing manual processes with an innovative solution.
Fundrella provides unique fund-level ESG alignment scores showing exactly to what extent the funds align with each investor’s ESG preferences.
Fundrella aims to increase the interaction between fund companies and professional investors by facilitating e.g. real-time client requests through the platform. Transparency is what guides us in all that we do. Fund companies can share information about their funds and their ESG work, while we provide information about investor interest and ESG demands as well as relevant market insights such as competitor benchmarking.
Is it possible to get screenshots of your database for our legal team to review?
Please send a request to email@example.com and we will get in touch with you.
Do you have a disclosure language when logging in that they can share with us?
When applying for a Fundrella user account, the new user has to confirm that they are indeed a professional investor. They also have to accept our Terms and conditions.
Also, in case of uncertainty, we verify their domain and organization name to make sure they indeed are working as a professional investor.
What is Fundrella's user base?
Fundrella is used by Fund Selection teams across the Nordics. The Professional Investors are mainly Unit Link companies, Nordic banks, IFAs and pension companies. At the moment, they represent approximately 580+ Billion EUR in combined AUM.
Fundrella helps investors to find funds, are end clients utilizing this system? If so, what kind of end clients? Do they include retail?
Our offering only includes professional investors, both wholesale/distribution and institutional, however, we do not include retail.
In terms of the data required for the ESG filters, would we fill them in, in the excel template?
Yes, asset managers always categorize their own funds to make sure that the data is correct. Additionally, we create an automated data feed to asset managers' EET files. No maintenance needed after initial onboarding.
Do you require a NAV feed?
No, we do not.
Who can access the fund information?
Professional investors only. Mostly banks, unit link platforms, pension companies, and bigger IFAs. For every share you wish to publish on the platform, we ask for your marketing permits, and filter the visibility of the share classes based on those permits. I.e. a Swedish investor will only be able to see funds that are registered for sale/marketing in Sweden.