Asset Managers provide qualitative fund information based on 50+ ESG parameters and automate their client reporting through Fundrella.
Professional Investors compare and select funds using Fundrella's search engine, 100 % tailored for each user, taking into account their ESG policy.
Professional Investors subscribe to funds they are invested in or have selected into their guided offering and receive all their aggregated reports via Fundrella.
Asset Managers receive a quarterly 360 report of the ESG landscape as well as investor traction and traffic data.
For Professional Investors
Apply your individual ESG preferences and exclusions in your fund selection process and monitor your existing funds by subscribing to relevant fund reports.
Fundrella is a one-stop-shop for qualitative fund information and free of charge for Professional Investors.
Fundrella's search engine allows Professional Investors to apply their ESG preferences to filter and compare funds to substitute 1-1 meetings and months of research.
Professional Investors receive all their fund reports in one aggregated monthly email to achieve more efficient fund monitoring.
- share classes
- Fund Selection teams
- Billion EUR
For Asset Managers
Publish funds on Fundrella and differentiate them by using 50+ ESG parameters. Funds on the platform are included in ongoing searches made by leading Professional Investors. The better your funds match their ESG requirements, the higher they will rank in searches.
Access market insights to understand positioning, follow client demand and optimize your efforts towards Professional Investors in your region.
Leads & Visibility
Showcase and differentiate funds to appear in relevant searches made by Fund Selection teams.
Stay updated with Fundrella's Quarterly Analytics Report, offering a 360 view of the ESG landscape and fund-specific search hits and traction data.
Subscribers & Traction
See which professional investors subscribe to your funds and how many searches they have been included in.
We compare your funds with competitors and the subscribed funds, covering both ESG processes and exclusions.
Deep analysis showing how funds are categorised in terms of ESG across SFDR article 6,8 and 9 fund segments.
ESG Alignment Matrix
A traffic light % visualisation of how well your funds match Professional Investors’ ESG preferences.
Investors ́ ESG Preferences
Aggregated statistics of hard and soft ESG preferences collected from Professional Investors to help Asset Managers stay updated on changing client demands.
Peer Group Analysis
A fund-specific bespoke 360 report covering data points ranging from ESG processes and resources to reporting capabilities and labels, to gain deeper insight in positioning.