We are an independent data provider and consultant for institutional investors that are working with investment funds. Our job is to solve your problems. The optimal solution depends on what you are looking for. Do you need more transparency in your portfolios? Could your fund selection process be optimized? Are you looking for an efficient way to distribute your data but wonder why you should use an intermediary? No matter what it is, we have the optimal solution for you. Take a look at the sections below to see how we can solve your problems and why you should start working with us right now.
Why work with us?
We can help you in many ways. Learn the 3 simple reasons why you should start working with us right now.
Are you looking for more transparency in your portfolio? We can help you see what is beneath the surface.
Do you want to improve your fund selection process? Our analysis helps you find the perfect mach.
Why should you provide us with your data? We simplify the exchange between you and your investors.
What are you looking for? Depending on your requirements we can offer you the right solution. Our services are custom tailored to your needs. We offer a wide range of confidential data services for those who are looking for more transparency in their portfolio. If you are a fund selector we can help you make the optimal choice with our controlled fund selection approach and customized fund ratings. Find out what we have to offer by clicking the sections below.
Confidential Data Services
Whether it’s full holdings, breakdowns, costs or other data – get the most detailed reporting possible.
Customized Fund Rating
We produce a holdings-based fund rating that can show Alpha risk, early warning signs and the ESG level.
Controlled Fund Selection
Our approach helps you identify the funds that fit best with your strategy and current portfolio composition.
Contact Us Today
Get in touch with us and together we find out how we can help you solve your problems. Feel free to call us, write us or drop by for a cup of coffee at our Zurich office. The best way to reach us is with the trams 2 or 4 until Fröhlichstrasse. If you arrive by car, you can find parking spots on the lakeside.
Finance-Doc Multimanagement AG
Tel. +41 44 392 25 20
Mo – Fr. 08:00 – 18:00