Tag: Mutual Funds

In a revealing study conducted by Kidbrooke, the 2024 Fund Information Review highlighted significant gaps in how Swedish fund companies present crucial investment information to their clientele.

Sweden-based FinTech firm Savr has recently bolstered its platform through a significant financial boost from Incore Invest, a European investment company renowned for backing...

As a firm prepares to launch a mutual fund, it's crucial to establish a solid distribution strategy. ACA Group, which offers governance, risk and compliance support, recently offered a guide for intermediary channels for mutual fund distribution. 

Exchange-traded funds (ETFs) offer numerous benefits over traditional mutual funds, from trading flexibility to cost efficiency and favorable tax conditions. ACA Group, a provider of scalable compliance, risk and technology solutions, recently explored the potential benefits of an ETF. 

Lemon.markets, a burgeoning FinTech enterprise, has announced a significant funding boost of €12m.

The latest survey conducted by Northern Trust, involving 300 global asset management firms, has unveiled a notable shift towards prioritizing product quality and accuracy. Unlike the previous year, a significant majority of asset managers (72%) are now focusing on enhancing their product strategies, which includes improving distribution methods, data management, and outsourcing functionalities.

Incore Invest, a European investment firm known for supporting emerging FinTech ventures, has increased its investment in SAVR, a trailblazing FinTech company based in Sweden.

Yenmo, a FinTech startup providing instant loans against mutual funds, has successfully completed its latest funding round, securing $500,000 from the Silicon Valley-based startup accelerator, Y Combinator, according to a report from Business Standard.

Key Indian FinTech investment stats in 2023: • Indian FinTech companies raised a combined $3.2bn in 2023, a 49% drop from 2022 • Indian FinTech deal...

Investment companies employ a variety of techniques to recommend mutual funds to their customers.