Foord Asset Management’s Post

During Yesterday's #FundsTech Forum panel on Data and Utilities, Thomas Tilley presented the European Fund Classification (EFC) as one example of how the fund industry can come together and standardise data across Europe. The EFC is a uniform pan-European classification system for investment funds supported and recognised by fund groups/managers as well as data vendors and national associations. A combination of attributes truly sets the #EFC apart from other fund classifications: 1) It is the only fund classification structure that is owned and managed entirely by the fund industry itself, without being influenced by any particular singular commercial interest. 2) It is built on well-defined and completely transparent classification criteria that permit an easy comparison of like-for-like funds. The EFC Categories brochure provides an easy overview of the various classification criteria. 3) It uses a proven and stable classification method based on the portfolio holdings of funds. A neutral Classification Administrator (CA), FE fundinfo, performs the classification using the asset holdings of the fund. Fund managers are actively involved and consulted during every step of the verification process. Quarterly asset holdings checks ensure that funds in the different categories continue to meet the parameters. 4) It is completely free of charge, both for fund groups and for data users. The entire classification process is done by the CA on a non-monetary basis for fund groups. Classification results are freely available to all interested users: https://lnkd.in/e97aJd_E

🚀 Elevate your stewardship impact We have big news! Our engagement tracker is now live, marking a significant milestone for us—& we’re just getting started. Our tracker covers both voting & engagement activities, providing insightful analysis and tailored reports for asset owners and asset managers. Integrating our research into stewardship best practices, developed from our experiences at leading asset managers and enriched by conversations with industry stakeholders, our engagement tracker is designed to meet your ongoing needs & client demands for greater transparency. Whether you’re just getting started or a sustainable finance expert, we can help you take your approach to the next level and gain strategic leverage with investees with our pioneering software. 📅 Set up a demo via Calendly to see how rezonanz can transform your stewardship approach: https://lnkd.in/gexenN2C 👩💻 Stay tuned for exciting updates throughout Q3. We have special features in the pipeline that we can’t wait to share! Make sure you’re signed up for our newsletter to stay in the loop. https://lnkd.in/gU7f-Es4 🔊 Join us on our mission to amplify investors’ voices to enable better decisions #rezonanz #investment #stewardship #sustainability #assetManagement #engagementTracker #innovation #responsibleInvesting #corporateGovernance #finance #sustainableFinance

❗Asset Managers, take note: Optimise your factsheet production & investor engagement! Navigating the complexities of engaging investors across varied jurisdictions and regulatory frameworks is becoming an increasingly intricate challenge. But what if you could seamlessly blend compliance with the latest digital innovation to personalise your communication strategies? Join us for an insightful webinar co-hosted by Funds Europe where industry experts like Michaela Collet Jackson from Columbia Threadneedle Investments, Vincent Forestier from AXA Investment Managers, and FE fundinfo's CPO Joerg Grossmann will delve into transformative digital solutions set to redefine your approach to investor engagement. Don't miss Joerg Grossmann sharing how FE fundinfo's enhanced Factsheet production service is a game-changer for Asset Managers. This exclusive panel discussion will be steered by Nik Pratt, Technology & Operations Editor at Funds Europe. Mark your calendars: Date: 27 June Time: 10 am BST ➡️ Register here to secure your spot: https://hubs.ly/Q02CCr0d0 #AssetManagement #InvestorRelations #DigitalInnovation #Webinar #Compliance #FEfundinfo #FundsEurope #Finance #Investment

❗Asset Managers, take note: Optimise your factsheet production & investor engagement! Navigating the complexities of engaging investors across varied jurisdictions and regulatory frameworks is becoming an increasingly intricate challenge. But what if you could seamlessly blend compliance with the latest digital innovation to personalise your communication strategies? Join us for an insightful webinar co-hosted by Funds Europe where industry experts like Michaela Collet Jackson from Columbia Threadneedle Investments, Vincent Forestier from AXA Investment Managers, and FE fundinfo's CPO Joerg Grossmann will delve into transformative digital solutions set to redefine your approach to investor engagement. Don't miss Joerg Grossmann sharing how FE fundinfo's enhanced Factsheet production service is a game-changer for Asset Managers. This exclusive panel discussion will be steered by Nik Pratt, Technology & Operations Editor at Funds Europe. Mark your calendars: Date: 27 June Time: 10 am BST ➡️ Register here to secure your spot: https://hubs.ly/Q02CCr0d0 #AssetManagement #InvestorRelations #DigitalInnovation #Webinar #Compliance #FEfundinfo #FundsEurope #Finance #Investment

❗Asset Managers, take note: Optimise your factsheet production & investor engagement! Navigating the complexities of engaging investors across varied jurisdictions and regulatory frameworks is becoming an increasingly intricate challenge. But what if you could seamlessly blend compliance with the latest digital innovation to personalise your communication strategies? Join us for an insightful webinar co-hosted by Funds Europe where industry experts like Michaela Collet Jackson from Columbia Threadneedle Investments, Vincent Forestier from AXA Investment Managers, and FE fundinfo's CPO Joerg Grossmann will delve into transformative digital solutions set to redefine your approach to investor engagement. Don't miss Joerg Grossmann sharing how FE fundinfo's enhanced Factsheet production service is a game-changer for Asset Managers. This exclusive panel discussion will be steered by Nik Pratt, Technology & Operations Editor at Funds Europe. Mark your calendars: Date: 27 June Time: 10 am BST ➡️ Register here to secure your spot: https://hubs.ly/Q02C_6Pt0 #AssetManagement #InvestorRelations #DigitalInnovation #Webinar #Compliance #FEfundinfo #FundsEurope #Finance #Investment

50,000 Followers Milestone 🎊 This growing community is a reflection of our commitment to connecting professionals worldwide, clients and partners alike: sharing value, driving growth and serving as a trusted voice for asset managers and distribution networks. Together we are Better Connected - shaping a more informed and interconnected future for the investment management industry. ➡️ Stay updated with the latest industry news and expertise: https://hubs.ly/Q02JnnvX0 #ThankYou #AssetManagement #FinancialAdvisers #FundManagers #FundDistributors #FundData #FEfundinfo

We are thrilled to announce that we rank in the top 3 asset managers in ShareAction’s Voting Matters 2023 report, for our voting performance on #environmental and #social issues !   ShareAction analysed how 69 of the world’s largest asset managers have voted on a selection of 257 environment and social-related shareholder resolutions.   It concludes that #European asset managers, including Amundi, lead the way and outperform other global asset managers in the #voting of resolutions. Read the full report here : https://lnkd.in/eXkmCGn5

As on 29th Feb 2024, this strategy has delivered a 1-year return of a staggering 82%. Valtrust Partners manages investments under the umbrella of a SEBI-licensed Portfolio Management Service (PMS). The flagship Investment Strategy “Valtrust Momentum” is based on the Momentum factor investing. You can access the fact sheet by clicking the link: https://lnkd.in/dAET7GjP  For more details, write to us at contact@valtrustcapital.com. #InvestingStrategy #MomentumInvesting #Update #MultiFamilyOffice

"Go with the Flow" isn’t just a phrase reserved for fish and carefree individuals; it's also one of the guiding principles of our investment approach at Valtrust. We employ a strategy better known as ‘Momentum investing,’ where we focus on investing in companies with strong upward price trends, regardless of intrinsic value aiming for high returns compared to benchmark indices. By combining value investing with momentum investing we optimise returns by capitalising on undervalued assets that begin trending towards their intrinsic value. Now, you might be wondering, doesn’t investing work on ‘buy low, sell high’? Not really. It is a traditional investing adage. We believe in the principle of ‘buy high and sell higher’ in our portfolio’s performance which has consistently delivered returns, outperforming market indices. #MomentumInvesting #PMS #MultiFamilyOffice

Our new Engagement Blueprint for private markets sets out our approach to active ownership at Schroders Capital. In private markets, active ownership and stakeholder engagement is fundamental to our regular business activity as a responsible manager of assets. Given the importance of engagement, Schroders Capital has established its own Engagement Blueprint, setting out our approach to engagement in private assets. The Blueprint seeks to demonstrate our engagement priorities, how differing engagement practices are governed and structured consistently, how and why the engagement approach differs by asset class, and our future ambitions. Learn more about our Engagement Blueprint below. #ActiveOwnership #ImpactInvesting #PrivateMarkets #PrivateAssets Professional investors only. Capital at risk.