FundsLibrary Services
Web Tools
FundsLibrary offer a selection of fund-related web tools, as showcased on this website. All of the web tools are available to be re-branded and hosted on third-party websites. Our current suite of online tools includes:
FundCentral
- a library of information comprising:
- Fund management group-produced documents, including fund and trust factsheets, report & accounts and simplified prospectuses
- FundsLibrary interactive factsheets
- Independent fund-specific research documents
- Fund performance data
Fund Comparison Tool
- a sophisticated and comprehensive tool that enables you to compare fund performance and data for up to six funds.
Our data is calculated from the full portfolio holdings, in a standardised way, to ensure a true detailed comparison from performance and charges, to equity market caps and fixed interest credit quality profiles.
Portfolio X-Ray Analysis
- a detailed presentation of portfolio attributes including asset allocation, top ten holdings, industry sectors, geographies, credit quality, performance etc.
The X-Ray outputs are vastly superior to rival appraisals, as they are derived using the very latest analysis of the stock holdings in each fund.
FirstViews
- an independent market commentary library featuring weekly, monthly and annual articles from an extensive number of contributors.
Topics covered include key geographical areas, such as the UK, Europe, USA, Asia, Emerging Markets, as well as key sectors such as finance, healthcare, technology and natural resources.
Bespoke Fund Document Solutions
The FundsLibrary document store includes all of the documents described within FundCentral and FirstViews above. It is available to third parties in a variety of ways. Whether you require documents for just a selection of funds or the full range of our 4,000+ funds and trusts, and just one or many different document types, our bespoke solutions you will find a service that suits your website.
Daily-updated documents delivered via hyperlinks, white-labelled websites or 'i-frames' can add valuable content to your website. The regular management information about document download volumes will also help you manage your ongoing sales and marketing.
Bespoke Fund Data Solutions
FundsLibrary bespoke data solutions enable you to receive fund information in the exact format you need, with a precise data specification, as often as you need it.
A bespoke data feed can be more efficient if you need to regularly access and analyse select pieces of data on a range of funds (such as a panel list), or access significant levels of standardised, up-to-date data. Feeds can be set up to update daily, weekly, monthly etc.
SharesLibrary Document Solutions
SharesLibrary is a unique source of investor documents and communications published by UK listed companies. Available through an 'i-frame', via a series of hyperlinks, or as a white-labelled site, SharesLibrary can provide you with daily updated results PDFs, report & accounts (annual and interim), together with factsheets and other investor relations materials for FTSE-All Share companies and over 400 investment trusts.
Whilst this information is often available through each and every individual company's website, SharesLibrary offers a seamless solution for giving your clients all the company-specific information they need to base their investment decisions on, as soon as it's available.
Fund Management Group's Guide to FundsLibrary
FundsLibrary is one of the largest distributors of fund information in the UK. It is therefore now one of the most important distribution points for fund management groups. Following rapid growth, we have seen significant increases in both the number of professional investors using www.fundslibrary.co.uk and the number of third-party corporate clients utilising FundsLibrary information services for their own websites.
Increased distribution for FundsLibrary means that more of your fund information can get to more professional and private investors. Our management information reports also enable you to receive greater visibility on where your fund documents and data are being used most.
Data Fulfilment (RFI) Solution
FundsLibrary has developed a Request For Information (RFI) Solution that allows you to deliver fund information in an efficient and cost-effective manner. Utilising the existing FundsLibrary database, we can automatically generate and populate your client spreadsheets with requested data in required formats. Once populated, we return the spreadsheets back to your Data Managers so that they maintain your third party relationships.
Data delivery within the fund industry can be a major problem, as different data users require different information in many formats; all of which takes hours to supply. FundsLibrary can help you fulfil your regular data requests to save you thousands of pounds every year.
Peer Group Analysis Service
The Peer Group Analysis Service is designed to help fund management groups acquire comprehensive, standardised data on their competitors. You can specify both the range of funds and the specific data fields from our database (such as charges, asset split, sector split etc). Your peer group analysis report is then available online, which you can download whenever you wish to get refreshed, current data for your own further analysis.
Factsheet Production Service
FundsLibrary's Factsheet Production Service offers a fast, efficient process which can cover every aspect of factsheet creation, from the initial design right through to the monthly publication of each document. The service is suitable for standard 1-2 page fund factsheets for the UK market, as well as multiple page and multi-language documents that are required for online purposes or in hard copy.
You choose whether we consult on factsheet content and graphic design or simply produce your pre-designed documents; we reduce the time and cost burdens associated with factsheet production.
What should I do next?
If you would like more information about any of the FundsLibrary services described here, or their associated fees, please don't hesitate to get in touch with us.
| Contact: | ||||
|---|---|---|---|---|
| David Zwirn | 07957 494070 | Stuart Louden | 0117 980 9994 | |
| david_zwirn@fundslibrary.co.uk | stuart_louden@fundslibrary.co.uk | |||