For immediate release: 24 March 2025

The Investment Association (IA) in partnership with Fundipedia has today launched FUNDAnalyser, a new fund data platform designed to transform how investment managers research and benchmark UK investor fund flows and funds under management.

Launched ahead of the IA’s EmTech Global Conference on Tuesday 25th  March, the database, developed in partnership with Fundipedia, is available to all IA members, enabling them to compare and analyse over twenty years of data on investment fund sales to UK retail savers and to UK institutional investors. A streamlined public  version is available as a tool online and provides non-members with access to three-years’ worth of data.

FUNDAnalyser offers monthly insights into UK investor fund flows and funds under management for UK and overseas domiciled funds, providing users with detailed trend analysis going back to 2002, allowing users to customise data to track their progress relative to their sector peer groups and to produce reports that help to support their business decisions. The platform serves as a valuable addition to asset managers’ strategic toolkits and the IA and Fundipedia will work with users to continuously develop the database, making enhancements that help deepen insights and support effective sales and distribution strategies.

The IA’s collaborative relationship with Fundipedia began in 2020, when they were selected to participate in the Engine Innovator Programme, the IA’s dedicated FinTech accelerator initiative. Since then, they have continued to play an active role as a FinTech mentor in the IA Engine workstreams through involvement in both the FinTech Growth Panel, and the Engine Advisory Panel.

 

Commenting on the launch, Miranda Seath, Director for Market Insights, at the IA, said: “We will ensure that FUNDAnalyser continues to make significant leaps forward in providing timely and relevant data, analysis and reporting to investment managers.  The investment industry has a clear voice in the development of data products and services tailored to their needs through FUNDAnalyser. We’re very excited to be able to offer this new platform to our members and look forward to working with Fundipedia and with our members as we develop its capabilities.”

Simon Swords, Founder and Managing Director of Fundipedia said: “As a class-leading data management solution for investment managers globally, we have a reputation for consistently responding to client’s needs and industry demands.  Our innovative data management software is trusted across the industry, including by major providers such as HSBC, LGIM, and M&G, and we’re extremely pleased to now partner with the Investment Association.  With a growing international reputation for quality and value, Fundipedia has a proven record of innovation and adaptability to future changes.”

 

Notes to Editors

For more information about FundAnalyser, please contact:

Fundipedia
Lianne Henri, Head of Marketing: lianne.henri@fundipedia.com
T: 44 (0) 845 867 2845

The Investment Association
T: 44 (0) 20 7269 4625
IA Press Office: press@theia.org

About the Investment Association (IA):

  • The IA champions UK investment management, supporting British savers, investors and businesses. Our 270 members manage £9.4 trillion of assets and the investment management industry supports 114,000 jobs across the UK.
  • Our mission is to make investment better. Better for clients, so they achieve their financial goals. Better for companies, so they get the capital they need to grow. And better for the economy, so everyone prospers.
  • Our purpose is to ensure investment managers are in the best possible position to:
    • Build people’s resilience to financial adversity
    • Help people achieve their financial aspirations
    • Enable people to maintain a decent standard of living as they grow older
    • Contribute to economic growth through the efficient allocation of capital.
  • The money our members manage is in a wide variety of investment vehicles including authorised investment funds, pension funds and stocks and shares ISAs.

The UK is the second largest investment management centre in the world, after the US and manages 37% of all assets managed in Europe.

About Fundipedia

Founded in 2007, Fundipedia provides data software and consultancy to the asset management industry.

Used by the asset managers globally, the Fundipedia platform delivers innovative technology that enables financial institutions to collect, disseminate and reconcile all their product data—providing end-to-end control and insights that drive smart business decisions. This gives our clients the confidence to meet regulatory demands with ease.

The Fundipedia team includes technology experts, asset management industry veterans, and entrepreneurial builders, connected by a common goal; to build technology solutions and provide consulting services that help clients make the most of their data.

For more information about Fundipedia, please visit www.fundipedia.com