Dear Clients and Friends,
Before we part for a well-deserved summer break, we want to share some information with you on the recent developments at your favorite Fund Platform. This time, we would like to draw your attention to Fund Information, where we are seeing an increasing challenge in maintaining a robust operational solution accessing fund documents, data and decision making tools.
What's new at MFEX?
To be your one-stop-solution, MFEX provides Fund Information on request in order to support your fund distribution. We appreciate that each of our clients have individual needs, which is why these services can be customized. This can be offered for the Fund portfolio you are currently holding at MFEX…or not. This new MFEX Fund Information product now consists of three services:
•Fund Document Service – KIIDs and other legal documents
•Fund Market Data – NAVs, Indices, etc
•Fact sheet data - AUM, Top 10 Holdings, etc.
Should you be interested in our Fund Information, please feel free to contact us at firstname.lastname@example.org
We will attend the following upcoming events:
Funds Excellence – Frankfurt, 23rd of June
Fund Forum Africa – London, 24th-25th of June
International Fund Forum – Monaco, 29th of June- 2nd of July
4 new Fund Companies on MFEX
We are pleased to inform you that four fund companies have joined the 615 existing ones on MFEX Platform between May-June 2015
- Lutetia Capital
- Fondita Fund Management Company Ltd
- China AMC
- EDM Asset Management
Lutetia Capital is a leader on absolute return strategies. The team is one of the most recognized merger arbitrage and volatility arbitrage specialists in Europe. It received multiple awards for the quality of its performance. Lutetia Capital is an experienced developer of quantitative strategies, such as the Lutetia Volatility Advantage Indices (IND1LVA and IND1LVA2), the SGI Quant Merger Arbitrage Index (SGIXQMA) and the U.S. Guru Activist Index (Launch Q3 2015). A key differentiating aspect of Lutetia’s approach to investment strategies relies in the ability to extract value from the conjunction of fundamental and applied research in arbitrage strategies. All investment strategies implemented by our investment team focus on identifying asymmetric risk/reward, while preserving liquidity.
Fondita Fund Management Company Ltd. is an independent fund manager specializing only in Equity Funds. They offer high class fund management for institutions, corporations and private investors.
Their investment philosophy is based on stock picking has generated a return clearly above relevant benchmarks.
Contact: Fredrik von Knorring
Fondbolaget Fondita Ab
office +358 9 66 89 89 33
mobile +358 40 828 5251
China AMC manages and advises for around USD 60 billion of assets for both retail and institutional clients. The company’s head office is located in Beijing with subsidiaries in Hong Kong.Through a carefully designed investment process, China AMC managers leverage on the collective intelligence of their investment research platform while maintaining independent investment decisions. Those investment professionals keep communication with business leaders, government officials, trade bodies and industry associations to gauge the macro economic trends and policy directions. Additionally, the extensive on-the-ground research platform allows for a 360 degree view of key stakeholders covering large, mid and small-cap companies.
China AMC’s local coverage and investment process are specifically designed to exploit China’s market inefficiencies.
Contact: Agnes Kwan
Tel: 00852 3406 8623
EDM Asset Management is a leading independent asset manager founded in 1989. Its capital is wholly owned by members of its management team. EDM Asset Management has pioneered the use of IIC (funds and SICAV) as investment vehicles to structure portfolios, both for retail and institutional investors. The company has an experienced investment team in three European locations: Luxembourg, Spain and Ireland.