Helping thousands of investors in their investment process

Discover

High Quality Fund Universe
Sourced by Fundbase team & Community of Allocators
Accessible at hand

Monitor

Create and monitor Watchlists,
Fund Groups and Portfolios
Comprehensive Reports
Notes and document storage
Invite Colleagues

See Sample Reports

Automate

Fully automated data gathering
Secured and centralized data center
Standardized reporting & analytics
API delivery integrated w/ your tools & infrastructure

Enabling funds to be more efficient in their marketing activities

List and become visible

Your fund and get exposed to an engaged qualified investor community

We help get your profile set up and regularly updated

Manage IR activities

Set up your own portal that helps you manage investor requests

Track what investors are doing with the data you give them access to

Access (Swiss Market)

Approach Swiss investors via the FINMA regulatory distribution services

Investment information is only accessible to professional and institutional investors. Registered investors are required to raise connection requests with the investment manager and request access to detailed information. The platform is designed to allow managers to carefully control the distribution of sensitive materials and comply with regulatory restrictions.
The European Union's Alternative Investment Fund Managers Directive (AIFMD) imposes extensive operational and other requirements on alternative investment managers, including non-EU managers that solicit investment within the European Union. The Swiss Financial Market Supervisory Authority (FINMA) imposes similar requirements. Fundbase incorporates a reverse solicitation mechanism whereby, in order to gain access, investors have to raise an explicit connection request to receive marketing materials and further fund information.

Facts & Numbers

Data Management

253,010 Documents available on the platform
3,291 Documents added each month
61,452 Quotes processed each month
3,868 Connection requests made on the platform
7,196 Funds in watchlists on the platform
551 Fund Groups on the platform
2,356 Funds in portfolios on the platform

Fund Performance

Index 3Y Annualized Sharpe
Fundbase Selected Index 8.41% 3.58
Fundbase Index 4.34% 1.31
Barclay Hedge Fund Index 3.12% 1.11
* Data as of 29/11/2020
* Data as of 30/09/2020

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