Best wishes to all for the New Year !
2017 has been a busy year for MFEX, continuing to connect fund companies with distributors. 2018 has started on a strong note and will continue to see lots of interactions and initiatives going forward
Events & sponsorships
In 2017, MFEX organized 6 industry events and sponsored another 10 throughout Europe and Asia. We are extremely grateful to all of our partners for their attendance and support. In 2018, we will continue to organize and co-host several networking events with the aim to connect distributors and fund companies. Do connect with us on our LinkedIn page for updates on upcoming events.
800+ Partner fund companies
820 fund houses have selected MFEX as a fund distribution platform. As the largest fund platform, measured by the number of distribution agreements, MFEX is able to offer to our distributors in 31 countries access to multinational fund houses, as well as local and dedicated boutique asset managers from over 40 different countries throughout the world.
MFEX has now 100 000 funds in our fund database, 61 000 funds under agreement for MFEX AB & CH.
Launch of Global Fund Watch
As most of our clients will know by now, MFEX launched a new digital platform - Global Fund Watch (GFW) in 2017. The platform will transform the way compliance traditional processes are conducted. The move to digitize the due diligence processes represents increased efficiency for everyone throughout the distribution value chain. This is especially so given the increased demand for information regarding knowing your distributors in light of MiFID II now in effect. Additional features enabling reporting on both complaints and sales outside the target market are coming soon…
Please contact your Relationship Manager or you can also book a demo directly on the GFW website.
A new office in Milan
MFEX is happy to announce the opening of a new representative office in Milano, Italy, the 4th largest fund market in Europe. MFEX is building up a presence in Italy. MFEX brings its expertise and transparent processes in rebates management to this market. Identifying these characteristics as fundamental, two distributors have already signed up. Our team will be pleased to answer any question you may have about the Italian market.
Feel free to contact firstname.lastname@example.org and email@example.com
MIFID II - The time is now !
We are now living in the age of MIFID II, and we are starting to see the implications of this environment. For MFEX and all of our counterparts, this has involved dedicated project teams, planning, system developments, definition of target markets, calculation of costs and delivery of data.
MFEX has been in discussions for many months with fund houses in order to receive their MIFID and PRIIPs data. Whilst we are now live in delivering data to our distributors, the work is not yet finished. We need to ensure that we have efficient processes in place for the ongoing data updates, while considering the on-going product governance of distributors.
As a forward-thinking industry leader, MFEX will continue its efforts to efficiently source all fund related data (54 000 funds of MIFID Data).
5 new fund companies available via MFEX
We are pleased to inform you that six new fund companies have joined the MFEX Platform :
Global Evolution Manco S.A. is a Luxembourg management company. Founded in August 2016, Global Evolution Manco is responsible for the daily management of the Global Evolution Funds and its sub-funds. Through the Fund's products, they provide clients with access to their investment expertise in Emerging Markets Debt and Frontier Markets via a range of actively managed sub-funds.
Founded in 2001 by initiative of the UN, BlueOrchard Asset Management is a pioneer in impact investing, fostering inclusive growth while providing attractive returns for investors. They offer premium investment solutions to qualified investors and provide debt and equity financing to institutions in emerging and frontier markets. To date, BlueOrchard has invested US $4 billion in 350 institutions across 70 countries.
RBC Global Asset Management provides a comprehensive range of investment solutions for investors around the world. Operating within a common risk management and governance framework, each of their investment teams located in North America, Europe and Asia has its own specialized disciplines and accountability.
As an underlining of Jyske Capital’s commitment to the Nordic market, the Jyske SICAV investment funds are now available on MFEX. The five strategies represent a broad range of Jyske Capital’s award-winning investment competencies and draw on many years of experience through the Jyske Invest International funds. The Jyske SICAV sub-funds are accessible for both retail and institutional clients.
KLP is Norway's largest life insurance company, providing safe and competitive financial and insurance services to private and public sector. KLP is Norway's leading provider of index funds.
Should you wish to contact any of these new partnering Fund Companies for further information about their funds, please contact firstname.lastname@example.org.
Please find a complete list of Fund Companies on MFEX here and get in contact with us, if you require more information on funds and rebates.