Ready for takeoff: How to take the effort out of launching new funds
When you're launching a new fund, timing is critical. But despite the meticulous planning that goes into validating the idea, developing the right investment [...]
10 critical points to help turn your sales calls into fully fledged proof-of-concepts
While all are eager to transform sales calls into a fully-fledged proof of concept, it’s important to come to the table with a process [...]
TSAM Digital Interview with Simon Swords
https://vimeo.com/713717683 Fundipedia is a proud sponsor of TSAM London 2022, taking place on 16th June in Houndsditch. This interview sees Fundipedia Managing Director, [...]
Fundi Launch Workflow
Fundipedia has added a new product to our comprehensive, end-to-end data management platform. Fundi Launch Workflow is a user-friendly, customisable, fully integrated fund and [...]
Basic ESG and SFDR terms all Money Managers need to know
The SFDR was introduced by the European Commission, alongside the Taxonomy Regulation and the Low Carbon Benchmarks Regulation, as part of a package of legislative [...]
9 ESSENTIALS to gain a competitive advantage for your Wealth Management Firm
According to a cross-industry research by Accenture, over 80% of Asset Management companies don’t have enterprise-wide Master Data Management (MDM). Half of the respondents didn’t [...]
8 pain points manual reconciliation brings to the table
In seeking to meet and overcome the challenges Investment Managers face in the wake of soaring trade volumes, increasingly complex transactions, and mounting pressure for [...]
7 Risks and Lessons learned when implementing a 3rd party Product Master Data Management Platform
Fundipedia is a product data management platform built in partnership with, and delivered to the asset management industry. We work with some of the biggest [...]
5 Competitive Boosters of an Automated Reconciliation System
Reconciliation is often overlooked and undervalued by firms. Done right, reconciliation can help you avoid regulatory risks, make informed decisions, and ultimately reduce costs. Unfortunately, [...]
11 Key Capabilities to look for when considering an Automated Reconciliation Solution
Reconciling data manually is, more often than not, a good choice for firms just starting out. It requires minimal initial setup, almost no cost, and [...]