360 Fund Insight
HQ Address
The Hever Business Centre, The Old Station, Hever, TN8 7ER, United Kingdom
Website Address
Business introduction
Research. Governance. Solutions.
360 Fund Insight is an FCA regulated firm providing truly independent, completely transparent, and efficient investment governance and technology for professionals, aligned with the interests of the end-investor
Our aim is to help advisers maximise their efforts and produce better outcomes for investors.
Data accuracy is critical as it underpins the effectiveness of advice and the output of tools. We produce accurate data you can rely on, and flexible tools designed to assist in the advice and governance processes.
360 Fund Insight Solutions
360 Data Feed
Our data-driven solutions, combined with state-of-the-art digital services can greatly improve your business profitability, reduce regulatory risk, and lead to better expected results for final investors. Certifying Highest Quality – Our Process We tirelessly work to deliver market leading accuracy to our clients with our robust data gathering, processing, and auditing practices.......
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ACE
360 Fund Insight’s ACE Score Analysis is an objective quantitative analysis that falls in line with both ESMA and FCA guidelines when assessing Value for Money in funds. This powerful tool enables Asset Managers to analyse their competitiveness; and Financial Advisers to assess the relative returns of their client portfolios taking......
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BL Portfolios
Using our cutting edge portfolio generation tool, Advisers and Wealth Managers can improve their value proposition for end investors. The Classic Black-litterman Asset Allocation Model Our portfolio generation model is based upon the Black-Litterman model, which, in turn, is built upon the classic Markowitz model, and takes it one step further: Starting point......
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Competitive Analysis
Distributing complex products across many geographies can become an arduous undertaking for Asset Managers, as such, each player in the industry is positioned uniquely. To get a clearer picture as to where each competitor stands, we have developed a powerful interactive module that details the competitive strategy each Asset Manager......
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Corporate Actions
Distribution platforms and fund buyers need strong risk governance and operational efficiencies to avoid monetary, regulatory, and reputational damage. Corporate actions processing is currently run through resource-intensive manual systems running higher risks to the business. We help provide resilience and efficiency that is easily scalable to the demands of your business.......
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Eagle Eye
Eagle Eye is our digital fund governance tool to help you assess the available share classes of a given fund and select the cheapest class appropriate to each client profile Eagle Eye is powered by our proprietary Eagle Eye database. The database is continuously audited and supported by our Data Team facilitating compliance in......
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ESG – SFDR Reporting
Environmental, Social and Governance (ESG) analysis and reporting can provide valuable insights and help create long-term value for stakeholders. It can significantly impact the financial metrics of a company and better inform investment decisions. Build sustainability into your investment strategy with our comprehensive ESG fund data. As regulations and disclosures are......
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Market Intelligence
Regulators worldwide have strived to standardise the practice and documentation across legal jurisdictions to help simplify the distribution of products, increase transparency, and protect final investors. Despite these efforts, each geographical market has its own quirks and established players, which, from an outside perspective, might be hard to determine. Looking to......
