Exclusive partnership with Scope Analysis
Spotlight on: fund distribution, fund evaluation & fund analysis
Make your strong performance shine with marketing and distribution
How fund evaluations and fund analyses can bolster your distribution efforts
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Fund evaluation
Improves investors’ understanding of your product, boosts the profile and reach of high-quality products and underscores your fund distribution in the process.
Select tailored service components for your white label funds
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.
Roland Schmidt, Director Relationship Management Fund Initiators
The numerous advantages of teaming up with Scope Analysis
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.
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New customers
Marcus Kuntz
Area Head Sales & Fund DistributionExisting customers
