MFEX Quarterly Newsletter - Summer 2018



Dear Friends and Distributors,

MFEX is growing ! We would like to share with you our partners some updates on recent developments.


MEET US AT THESE EVENTS


Patrimonia - Lyon, France - September 27th to 28th

MFEX Afterfunds - Oslo, Norway - October 11th 



AXELTIS ACQUISITION


MFEX and Natixis Investment Managers have entered into exclusive negotiations for the sale of Axeltis - the fund distribution platform - to MFEX. The plan is for the divestment to be coupled with a long-term partnership with MFEX, providing for the open-architecture distribution of funds within the BPCE Group (Banques Populaires and Caisses d’Epargne networks), together with Natixis Wealth Management and Natixis Assurances.

This deal will consolidate MFEX’s position in France and Europe, further boosting its existing offering with innovative and efficient solutions, for both distributors and investment managers.



MFEX PARIS


Paris has become an important hub for MFEX in Europe. Several key activities are located in Paris : client service for French speaking counterparties, rebate collection, fund company relationship management as well as fund information services. When the merger with Axeltis is finalized, the staff strength will exceed 60.


Please contact Raphaël Simon to explore opportunities.



MFEX IBERIA


Following the strategic acquisition of Ahorro Best Funds, MFEX continues to reinforce its activities in Southern Europe with the opening of an office in Madrid. The Spanish office will cover Spain, Portugal, Andorra, Italy and Latin America and forms part of MFEX's strategy to expand in Southern Europe. MFEX now offers a full “traspasos” solution tailored to the Spanish market.

The new office in Madrid - MFEX Iberia - consists of 6 professionals with over 15 years of experience in the industry.  MFEX has received warm welcomes from many fund companies and distributors, thus proving to be a long-awaited alternative to the Spanish market that was, up until now, tied to a restricted and less competitive platform offer.

To explore cooperation opportunities, please contact Pierre-Eric Patricola.




GLOBAL FUND WATCH


Global Fund Watch (GFW), a digital tool for initial and ongoing compliance, has now more than 420 profiles registered on the platform, comprising both distributors and fund houses, and continues its expansion all over Europe and Asia. In the meantime, in order to help users to comply with MIFID II obligations, GFW launched its broadcast tool which allows fund houses to send bundled emails to request upstream reporting from distributors and obtain evidence on negative sales reports and complaints. From the GFW tool, the fund houses are able to track status of the requests and the reporting. Please contact your Relationship Manager for further information or you can also book a demo directly on the GFW website.

PRIIPS


The Packaged Retail and Insurance-based Investment Products Regulation ("PRIIPs Regulation") came into effect January 1st, 2018 and aims to increase the transparency and comparability of investment products through a standardized disclosure document - the PRIIPs KID. MFEX has built an internal solution to manage the data collected from fund houses for our distributors as part of our efforts to produce the EMT and can deliver in whole or parts of the EPT data to distributors in their preferred formats.

Please approach us for specific request on the topic.



4 NEW FUND COMPANIES AVAILABLE VIA MFEX


Bantleon Bank AG


Based in Germany and Switzerland, Bantleon specializes in institutional investments with a focus on capital preservation. The team comprises of macroeconomic analysts, scientists from the technology sector and experienced securities analysts. In total, Bantleon’s 50 staff manage EUR 6.4 billion (CHF 7.5 billion) for clients in Germany, Austria, Spain, Italy, Switzerland and elsewhere.


Mandiri Investment



Mandiri Investment Management (Singapore) is a wholly owned subsidiary of PT Mandiri Manajemen Investasi (Mandiri Investasi), established in 2014. Mandiri Investasi is the largest

national investment management company in Indonesia with US $3.4 Billion assets under management as of December 2017. Mandiri IM manage 69 open-end and protected mutual funds products. 


AG2R La Mondiale Gestion d'Actifs


Based in Paris, AG2R La Mondiale Gestion d’Actifs is the asset Management entity of AG2R La Mondiale, (France). The offering includes a range of products and services related to pensions, savings and health insurance. The management company manages assets from the various entities of the group as well as from institutional customers.


Aura Fund Management


Based in Sidney (Australia), Aura Funds Management is a provider of innovative investment solutions with sector experience in Real Estate & Lending, Data & SaaS technology services, E-commerce, and Financial & Professional services; Aura Group manages over 275 Million € in assets.



LIST OF ALL FUND COMPANIES

Should you wish to contact any of these new partnering Fund Companies for further information about their funds, please contact clientservices@mfex.com.

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.

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