Experience a new way to discover, compare and monitor funds efficiently. Tailored to incorporate your ESG preferences so you can make informed decisions with ease.
Experience a new way to discover, compare and monitor funds efficiently. Tailored to incorporate your ESG preferences so you can make informed decisions with ease.
Ella helps fund selectors and asset managers optimize positioning by scanning 100+ fund offerings and portfolios across the Nordics. She identifies risks and opportunities, boosting efficiency for fund selection teams and asset management sales teams.
She scans guided offerings, unit-linked platforms, fund-of-fund holdings, and institutional portfolios to spot equivalent funds with both better ESG alignment and performance. Ella proactively alerts users with “Pings,” saving time and generating business opportunities.
Compare a selection of funds across 5 key pillars:
Product, Process, People, Performance and ESG.
Fundrella is launching our thoroughly their tested investment deep dive module to compare funds in even more detail. Give scores to each factor and add your desired weights to tailor your assessment. Complete the deep-dive ahead of your meeting for more informed discussions with asset managers.
Get AI-generated notes to streamline discussions with asset managers.