Global post-trade services provider Clearstream and wealth technology platform Quantalys Harvest Group offer an online fund selection and portfolio modeling tool accessible to distributors through the Clearstream online client portal.
The digital solution is a web-based fund screening tool that allows distributors to search and filter investment funds using multiple criteria, including Quantalys Harvest Group’s proprietary categories of ratings, yield and risk, and enables the browsing of investment funds that match user-defined criteria.
The integration of this portfolio modeling and fund selection capability into the Clearstream platform means that distributors can now effortlessly select funds, build portfolios and execute informed investment decisions with high quality, digitally delivered data.
Distributors based in France, Italy, Luxembourg and Switzerland who have a distribution agreement with Clearstream Fund Center AG (in Switzerland) can now access the web tool through Clearstream’s online client portal, Xact , free of charge. In this way, they will immediately benefit from the back-end digital solution for fund selection and portfolio modeling within the Clearstream Fund Services ecosystem.
It is expected that the online fund selection and portfolio modeling tool will roll out to more distributors over time.
Philippe Seyll, Head of Clearstream Fund Services, comments:
“We constantly strive to stay close to our customers by offering a growing range of services, tools and capabilities. This powerful online fund selection and portfolio modeling tool from Quantalys Harvest Group fits perfectly into the Clearstream fund universe. This important partnership demonstrates that we are listening to our clients and responding to their growing needs to optimize fund selection.”
Delphine Asseraf, Deputy CEO of Harvest, adds:
“Quantalys Harvest Group is proud to be Clearstream’s digital partner, extending fund analysis and portfolio construction solutions to Clearstream clients for an optimized and innovative user experience. This is another key step in Harvest Group’s European expansion, aiming to offer wider expertise and support to financial professionals in various jurisdictions.”