Clearstream and Quantalys Harvest Group join forces to provide integrated digital fund selection and portfolio modelling
- Customised portfolio modelling and fund selection web tool from Quantalys allows distributors to filter investment funds using multiple criteria
- Portfolio modelling and fund selection web tool offered free of charge to Clearstream clients
- Portfolio modelling and fund selection web tool offered initially to distributors domiciled in France, Italy, Luxembourg and Switzerland
Clearstream, the leading global post-trading services provider and Quantalys Harvest Group, leading wealth technology platform, are offering a fund selection and portfolio modelling web tool, accessible to distributors through the Clearstream client web portal.
The digital solution is a fund screening web tool that allows distributors to search and filter investment funds using multiple criteria, including proprietary Quantalys Harvest Group categories on ratings, performance and risk, and enables browsing investment funds that correspond to user-specified investment criteria.
The integration of this portfolio modelling and fund selection capability into the Clearstream platform means distributors can now effortlessly select funds, create portfolios and execute informed investment decisions with high-quality, digitally delivered data.
Distributors domiciled in France, Italy, Luxembourg and Switzerland, who have entered a distribution agreement with Clearstream Fund Centre AG (in Switzerland), can now access the web tool through Clearstream’s client web portal, Xact, free of charge. In this way, they will immediately benefit from the front-to-back digital solution for fund selection and portfolio modelling within the Clearstream Fund Services ecosystem. It is expected that the fund selection and portfolio modelling web tool will be rolled out to more distributors over time.
“We continually strive to remain close to our clients by offering a growing range of services, tools and capabilities. This powerful fund selection and portfolio modelling web tool from Quantalys Harvest Group fits perfectly into the Clearstream fund universe,” said Philippe Seyll, Head of Clearstream Fund Services. “This important partnership proves that we are listening to our clients and responding to their increasing needs for optimising fund selection,” he added.
Delphine Asseraf, Harvest Deputy CEO said: “Quantalys Harvest Group is proud to be a digital partner to Clearstream, extending its fund analysis and portfolio construction solutions to Clearstream clients, for an optimised and innovative user experience. This is another key step in Harvest Group's European expansion, aiming to offer broader expertise and support to financial professionals in varying jurisdictions.”
About Clearstream Fund Services
Clearstream is the innovative and trusted post-trade business for the global markets. Its segment Clearstream Fund Services delivers solutions for the entire fund ecosystem via its three key business lines:
Vestima as the world’s largest fund processing platform provides order execution, settlement and custody services for more than 230,000 funds, ensuring highest asset safety for over fifty fund markets worldwide.
Fund Centre, one of the leading European fund distribution platforms, connects international asset managers and fund houses with distribution partners, providing access to over 80,000 funds.
Kneip as one of the leading European fund data hubs provides premier fund data management and reporting solutions for the asset management industry.
Clearstream is part of Deutsche Börse Group, an international exchange organisation and provider of innovative market infrastructures.
To learn more, visit us at www.clearstream.com or connect via LinkedIn.
About Quantalys Harvest Group
Quantalys is a subsidiary of the Harvest Group, an independent French specialist and leader in solutions for wealth management and finance professionals. The group offers solutions covering the entire wealth management value chain with turnkey and customised digital solutions, and the deciphering of essential information to inform wealth management decisions. As an independent specialist in financial data, analysis and financial and extra-financial rating of financial products, the group relies on its unique and proprietary database of more than 150,000 financial products to enable the automated construction of efficient, tailor-made portfolios.
To learn more, visit us at www.quantalys.com.