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The comprehensive fee and expense intelligence covers over 100 unique data attributes, is captured at the share class level, and is updated annually and refreshed monthly. 

November 14, 2023

Simfund Platform Launches Comprehensive Fee and Expense Intelligence for Irish Domiciled Funds

LONDON (November 14, 2023) – ISS Market Intelligence (ISS MI), a unit of ISS STOXX and leading global provider of data, analytics, insights, media, and events solutions to the global financial services industry, today announced enhancements to its Simfund platform to deliver detailed fee and expense data for the Irish domiciled fund universe.

The comprehensive fee and expense intelligence covers over 100 unique data attributes, is captured at the share class level, and is updated annually and refreshed monthly.  Leveraging the powerful and customizable analytics capabilities offered by the Simfund platform, users will now be able to include in their analysis detailed fee breakdowns for Irish domiciled funds and can quickly and easily create custom peer group universes for benchmarking and comparative analysis, all in a single platform. The addition of this dataset eliminates the need to integrate data from multiple sources, in turn allowing users more time to focus on extracting actionable insights from the data.

“The addition of Irish domiciled fee and expense intelligence on our Simfund platform addresses increasing industry and regulatory attention on shareholder costs, given the growing Irish fund universe. The latest enhancement to Simfund aligns with ISS MI’s commitment to providing industry-leading data and analytics to meet our clients’ evolving needs,” said Ben Doob, Head of ISS Market Intelligence. “Going forward, we will continue to expand on this initiative with continued investments to proactively address the growing body of regulation in this area.”

Click here to learn more about Simfund’s capabilities for global asset managers.

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About ISS Market Intelligence
ISS Market Intelligence (MI) is a leading global provider of data, analytics, insights, media, and events solutions to the global financial services industry. ISS MI empowers global asset and wealth management firms, insurance companies, distributors, service providers, and technology firms by providing cutting-edge market-engagement platforms and the actionable intelligence necessary to fully assess their target markets, identify and analyze the best opportunities within those markets, and execute on comprehensive go-to-market initiatives to grow their business.  ISS MI clients benefit from our increasingly connected global ecosystem that leverages a combination of proprietary data, powerful software and analytics, timely and relevant insights, in-depth research, as well as an extensive suite of industry leading media brands that deliver unmatched market connectivity through news and editorial content, events, training, ratings, and awards. ISS MI data and analytics solutions include intelligence from BrightScope, Discovery Data, Financial Clarity, Flowspring, FWW, Investor Economics, MISight, Mortgage Clarity, Plan for Life, RainmakerLive, and Simfund, and ISS MI media brands and market-engagement platforms include Chief Investment Officer, PlanAdvisor, PlanSponsor, Financial Standard, FS Sustainability, Money, and Industry Moves.

About ISS STOXX

ISS STOXX GmbH, through its group companies, is a leading provider of comprehensive and data-centric research and technology solutions that help capital market participants identify investment opportunities, detect qualitative and quantitative portfolio company risks, and meet evolving regulatory requirements. With roots dating back to 1985, we today deliver world-class benchmark and custom indices across asset classes and geographies and serve as a premier source of independent corporate governance, sustainability, cyber risk, and fund intelligence research, data, and related offerings. Our products and services give clients the scale and leverage they need to grow their business more effectively and efficiently. ISS STOXX, which is majority owned by Deutsche Börse Group, is comprised of more than 3,400 professionals operating across 33 global locations in 19 countries. Its approximately 6,400 clients include many of the world’s leading institutional investors who turn to ISS STOXX for its objective and varied offerings, as well as companies focused on ESG, cyber, and governance risk mitigation as a shareholder value enhancing measure. Clients rely on ISS STOXX’s expertise to help them make informed decisions to benefit their stakeholders.


Media Contact:

Morgan Stoll
Analyst, Marketing
press@issmarketintelligence.com

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