Our comprehensive range of services enables us to advise you on a wide range of issues relating to the launch, management, marketing and sales of your fund.

Through our exclusive cooperation with Scope you also have access to:

• Management interviews, feedback talks
• Various tools, including competitor analysis, rating reports, rating flyers, rating labels, presentations and conference calls with analysts
• Rating notifications and publications on the Scope platform
• Option of having a senior analyst from Scope participate in client meetings

To support your international sales, reports are available in several languages.

Analysis of the Competition:

A sales-enhancing analysis of fund concepts to improve the understanding and recognition of the product, as well as to evaluate its distribution potential

Scope Fund Rating:

A quantitative and qualitative analysis of the quality of the fund management’s performance and risk criteria to establish the product quality in a peer context

Scope Investment Team Rating:

Support regarding market positioning and pre-due diligence for institutional investors based on an objective analysis and qualitative evaluation by the investment team (regardless of the vehicle)

Fund Monitoring:

Reporting module for funds with qualitative ratings, including details of developments in the fund and market (for example corporate actions rating upgrades/downgrades etc) throughout the fund’s term

The Scope rating methodology is an established approach of evaluating the management quality of open-end investment funds in terms of performance and risk mitigation relative to their peers. The evaluation is both quantitative and qualitative, depending on the fund’s history and the rating methodology used. The qualitative rating is particularly interesting for funds with a history of up to five years and offers a potential added value.

• Scope calculates a quantitative rating for most funds or share classes with a history of at least 60 months.
• A qualitative rating of funds with a history of up to 5 years, which requires an extensive analysis of the operative procedures of the businesses, is available upon request.

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What can you expect as a fund initiator when you choose a Scope analysis?

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• Scope is the leading European rating agency for the evaluation of investment funds and asset managers. With 20 years’ experience, an established rating methodology and more than 6,500 completed fund assessments, it ensures broad visibility across media channels.
• Independent analyses highlight the quality of the investment concepts that we put together through the selection and implementation of investment proposals.
• An expert team of 20 analysts with a proven track record and strong acceptance among product decision makers and fund selectors.
• Scope provides analyses that are a prerequisite for access to many investors and financial service providers.