Clearstream offers new fund selection and portfolio modelling tool


“This powerful fund selection and portfolio modelling web tool
from Quantalys Harvest Group fits perfectly into the Clearstream
fund universe,” said Philippe Seyll, head of Clearstream Fund Services,
said in a press release published on 12 February 2024.
Archive photo: Matic Zorman/Maison Moderne (2021)
 

Post-trading services provider Clearstream and wealth technology platform Quantalys Harvest Group are offering a fund selection and portfolio modelling web tool, the companies have announced in a press release. Distributors can access the tool through the Clearstream client web portal.

The new tool allows distributors to search and filter investment funds using multiple criteria--such as ratings, performance or risk--and to browse through investment funds that correspond to user-specified investment criteria, said a communiqué from Clearstream published on 12 February 2024. Distributors in France, Italy, Luxembourg and Switzerland who have entered a distribution agreement with Clearstream Fund Centre can now access the tool.

“This powerful fund selection and portfolio modelling web tool from Quantalys Harvest Group fits perfectly into the Clearstream fund universe,” commented Philippe Seyll, head of Clearstream Fund Services. “This important partnership proves that we are listening to our clients and responding to their increasing needs for optimising fund selection.”

The new portfolio modelling and fund selection capability in the Clearstream platform means distributors can now select funds, create portfolios and execute investment decisions with high-quality, digitally delivered data, said the press release.

Part of Deutsche Börse Group, Clearstream Fund Services has three main business lines: fund processing, fund distribution and fund data management and reporting solutions. It announced on 14 February another partnership with Icapital to increase access to private markets.

Quantalys is a subsidiary of Harvest Group, which provides wealth management solutions. It has a database of more than 150,000 financial products that allow the automated construction of tailor-made portfolios.