Dear Clients and Friends,
We have experienced record incoming flows during the first quarter for European Mutual Funds. As interest for Ucits funds increases around the world, we continue to enforce our due diligence process and compliance monitoring in order to provide the level of transparency in new jurisdictions we currently have in Scandinavia and the rest of Europe.
It has always been our core principle to provide a transparent service to all of our partners, fund companies and investors. With MFEX, Fund Companies are informed of the details of the clients being invested in their funds and can take their decisions on rebates in full knowledge of the beneficiaries of the claims.
Beyond our 350+ TA accounts and the 615 fund companies currently linked to us, our open and transparent approach extends to the regional offices from our partnering fund companies. Our relationship with both the Fund Companies headquarters and the regional offices ensure our investors the most efficient access to the entire fund range. We are striving to customize our solution in close cooperation with you, in order to fulfill your business needs and requirements solution. As an IT-driven company we continuously develop our platforms which make MFEX the most advanced global open architecture solution.
Six new Fund Companies on MFEX
We are pleased to inform you that six Fund Companies have been added to the MFEX platform in March /April 2015:
Meeschaert Asset Management
Meeschaert Group has been a recognized wealth management firm and asset manager for 80 years. Meeschaert Asset Management has developed strong capabilities in managing private clients’ assets as well as institutional money.
With EUR 2.1 billion of assets under management, Meeschaert Asset Management ranks among experts in Fixed Income, Equities and Convertible Bonds. Meeschaert manages 22 mutual funds and 38 Alternative Investment Funds (AIFM).
It provides customized investment solutions to meet client needs and builds longstanding, trustful relationships.
Contact: Adeline Zwirn
Tel: +33 1 53 40 20 35
Email : email@example.com
Korea Investment Management Co., Ltd.
The firm was founded in June 2000 and is based in Seoul, South Korea. Korea Investment Management Co., Ltd operates as a subsidiary of Korea Investment Holdings Co., Ltd.
KIM is a privately owned investment manager. The company provides its services to retail investors. They manage individual mandates together with equity, fixed income, and balanced mutual funds. They invest in all markets: equity, fixed income, and real estate across the globe. The company employs a fundamental analysis with bottom-up stock picking approach to create its portfolios. It conducts in-house research to make its investments.
Contact: John Kim
Tel: +82 2 32 76 50 46
Email : firstname.lastname@example.org
Kotak Asset Management
For over fifteen years, the Kotak Mahindra Group has employed one of the oldest and most respected Wealth Management teams in India. Kotak offers a wide range of wealth management solutions to High Net-Worth Individuals, emerging as the reference in local Wealth Managers.
Kotak’s vision is to be a responsible player in the Indian mutual fund space, always striving to offer best in class products across investor lifecycle. Kotak strive hard to deliver consistent over-performance across all Kotak products, thereby creating customer satisfaction. Kotak’s 12 years of existence offering a broad range of investment products across all asset classes with varying risk parameters that cater to needs of various customer segments.
Contact: Puneet Krishna
Tel: +44 020 79776936
Email : email@example.com
Ginjer Asset Management
Ginjer AM is a management company incorporated in 2011 and based in Paris, France. Ginjer AM is authorized by the French AMF.The firm has a team of seasoned professionals with diverse investment experiences and is backed since inception by two renowned institutional partners, namely BNP Paribas IP and Next AM. Ginjer AM’s innovative risk matrix allows for a better understanding of market dynamics.
Management seeks to invest with a focus in minimizing the fluctuations risks. Ginjer’s strategy is no based on a benchmark since the firm seeks to capture the long-term positive trends in traditional markets. The aim is to offer the investor a minimum return each year, net of management fees, higher than the EONIA index + 2%.
Contact: Money Baptiste
Tel: +33 (0)1 70 36 61 77
Email : firstname.lastname@example.org
Finasta Asset Management
The Management company UAB “Finasta Asset Management” has changed its corporate name to UAB “INVL Asset Management”. Finasta is one of the largest asset management companies in Lithuania. Asset management business is a strategic business of the group and we have been operating for over 20 years.
We strengthened the group by additional acquisitions in Lithuania and Latvia in 2014. Experience, competent team and existing customers and partners let us expect successful business development.
Assets under management amounted to EUR 134 million at the end of 2014.
Contact: Aivaras Langeveld
Tel: +370 (5) 241 3116
Email : email@example.com
Flornoy & Associés Gestion
Founded in 2012 and based in Paris, Flornoy & Associés is an independent fund management company authorized by the French AMF. Flornoy & Associés offers stock-picking based on conviction, “Family owned business” and asset allocation. Flornoy’s investment strategy is readable and transparent, without artifice, every investment must find its resonance with the economic cycle reality. The investment approach on "Family owned business" offers long term vision, outcome stability, risk control and costs efficiency. Flornoy management team has the ability to adapt to changing economic conditions. This flexibility is possible because the firm is not related to a "benchmark": their only reference is a performance target of 3 years, 2% per year over a monetary index (EONIA).
Contact: Lionel Lemarié
Tel: +33 (0)1 85 08 38 52
Email : firstname.lastname@example.org
Meet us at these events:
Fund Excellence – Frankfurt – 23.06
Fund Forum International – Monaco 29.06 to 02.07