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.
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 | |||