Exclusive partnership with Scope Analysis

The Peer-group analysis can be used as a preliminary review to support your positioning. It can help you assess your fund concept and sales potential even before your white label funds have even been launched. Scope Fund Rating analyses the standard of fund management with regards to performance and risk criteria vis-à-vis your peer group. Depending on the fund history, the evaluation takes qualitative as well as quantitative aspects into account. The Scope Investment Team Rating takes a close look at your fund’s investment team – regardless of fund structure – and helps you with your funds market positioning. Scope Analysis also offers fund monitoring and commentary on fund and market developments throughout your fund’s lifespan.

As a fund initiator, you receive access to peer-group analyses, rating reports, flyers and labels in addition to the classic service components. Furthermore, rating reports are published on the Scope Analysis platform, and, should you wish, a senior analyst can accompany you to important client meetings. The reports are available in several languages.