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 serve 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.

Solutions For...

Funds Platforms

Fund Governance Data Services

Proprietary database of accurate, governed fund data – Reduced trading errors We collect fund and share class data directly from the total available market of Asset Managers globally which we use to populate our own data base. Data collected is extensive, exceeding 500 analysed data points, and including pricing, corporate actions and rebate information. We have developed processes and use technology to identify inconsistencies and errors which we circle back on with Asset Managers. Cleaned and governed data is released to Professional Clients when of operational quality and safe for use.

Share Class Differentiation

Enabling best execution and appropriate selection Data collection includes all variable parameters for each of the available share classes for all funds. This is delivered to Professional Clients to enable appropriate share class selection suitable for each investor

Value for Money Analysis

Regulated investment research process enabling informed selection The UK regulators’ parameters for determining Value for Money are used objectively to determine relative value for money. Working within the regulatory frameworks, we can create customised Fair Value Assessments in accordance with the Distributor’s needs and demonstrate independent practice in product governance.

Fund Corporate Actions Reporting

Timely reporting of all corporate actions with user-friendly summaries As part of the data collection process, corporate action announcements are received at the point of issue. Actions are categorized by type, tailored to the available universe of the Distributor and summarized for distribution to investors exposed to the fund and share class in advance of the action.

Asset Creation

Rapid fund due diligence platform onboarding We streamline the fund onboarding process for our Distributor clients. Our service prepares the custom fund data files used by our Distributors and reduces any errors and delays. On average, our clients experience an 75% reduction in onboarding lead times.

Environmental Social & Governance (ESG)

Accurate and timely Sustainability-related disclosure in the financial services sector (SFDR) reporting for client suitability Our clients can track, analyses and govern any changes in SFDR reporting in funds. This enables efficient oversight of ESG product suitability across large scale client bases.