Delivering operational efficiencies through high quality fund data.

The founders of 360 Fund Insight Ltd share a common vision. Fundamentally, we want to support professional clients and partners in their efforts to delight their clients, operate efficiently and conform to regulatory requirements.

Consumer Duty and MiFID II regulations place the onus on Distributors and Advisers to take responsibility for the accuracy and appropriateness of the funds they make available or recommend as suitable. 360 Fund Insight Ltd cleans, assesses, governs, presents and reports on funds and data. This enables Distributors to operate efficiently, mitigating the risk of trading errors and assisting advisers maintain an accurate audit trail. here technology is at the service of industry knowledge.

360 Fund Insight Ltd has been authorised and regulated by the FCA since 2018 for the supply of governed fund data and regulated investment research to professional clients.

Contact Us

UK

The Hever Business Centre,

The Old Station,

Hever,

TN8 7ER,

+44(0)795 714 7852

Spain

Calle Félix Boix, 3

Planta 1º

MADRID - 28035

+34 915 797 084

Solutions for…..

Distributors

Fund Platforms, Insurance Companies and Product Providers

  • Managed Fund Data Services - Proprietary database of accurate, governed fund data - reduced trading errors.

  • Share Class Differentiation - enabling best execution and appropriate selection.

  • Value for Money Analysis - regulated investment research process enabling informed selection.

  • Fund Corporate Actions Reporting - timely reporting of all corporate actions with user-friendly summaries.

  • Asset Creation - Rapid fund due diligence platform onboarding.

  • ESG - Accurate and timely SFDR reporting for client suitability.

Asset Managers

  • Fund Data, Dissemination and Audit Services - ensure your clients and prospects see accurate and timely product data.

  • Regulatory Document Production - outsourced document production to

  • Value for Money and Competitor Analysis

  • Fund Flow Market Intelligence (Spain) -

Wealth Managers

  • Value for Money Fund Analysis - ensuring your client’s funds meet minimum regulatory standards.

  • Fund Corporate Actions Reporting - maintaining ongoing suitability and dividend processing.

  • ESG – SFDR Reporting to govern client suitability.

  • DFM Value for Money Analysis - independent overview of DFM propositions.

  • Black-Litterman Optimised Portfolios - an innovative asset allocation model portfolio.

  • Share Class ‘Best Execution’ - ensuring your clients are in the most competitive share classes.

Our Clients and Partners

Get in Touch

Learn more about how 360 Fund Insight can help streamline your operations, create governance efficiencies and strengthen your client proposition.

Contact Us