WHAT WE DO

Your ESG match maker

and data hub

Fund Selection, evolved

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.

Meet Ella from Fundrella

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.

Asset Managers: sell smarter, retain better

Find the right investors

Map prospects, access key decision-makers and identify new opportunities. Ensure you speak to the right people about your funds. Fundrella helps you navigate investor organisations to pinpoint where fund selection happens, who covers specific asset classes, and what they are interested in right now.

Save time, cut costs

Automate workflows and streamline investor engagement. Prioritisation is key. Focus on high-priority clients while ensuring your funds are visible in other ongoing searches. Investors can discover your funds and connect seamlessly, while you stay updated on engagement, traffic and interest.

Stay ahead of the market

Track investor search trends, benchmark against peers, and refine your positioning. Use Fundrella’s Search Heat Map to identify which asset classes are gaining traction. Understand investor requirements, how your funds align, and what might be missing. Benchmark against peers using both performance and proprietary ESG data.

Ella from Fundrella

Identify risks and spot opportunities. Ella scans 100+ fund lists, portfolios, and offerings across the Nordics to uncover unique positioning opportunities. See ESG alignment and financial performance against peers—all in a single view.

Professional Investors: smarter, easier fund selection

Discover funds

Search across 700+ data points with ESG alignment with your individual preferences and financial return in a single view. A one-stop shop for comprehensive fund selection, combining sustainability and financial insights in an intuitive experience.

Explore asset managers

Explore global asset managers in our comprehensive directory to learn their organisational and ownership structure, their unique philosophy, their resources, strategies and ESG policies. Find the right people and connect seamlessly.

One-click access to key documents

Store, review, and get AI summaries of fund reports instantly. Access all fund and company-level reports in one place, with automated updates ensuring you have the latest information at your fingertips.

Create charts

Get an aggregate view of the market using our Graph wizard. Access statistics of fund supply and demand at a glance. Benchmark your ESG policy against other professional investors.

FOR PROFESSIONAL INVESTORS

Why we’re a smarter choice

Features

Fundrella

Traditional providers

ESG Data
Objective
Subjective
Performance data
Yes
Yes
Document library
Comprehensive
Limited or outdated
Simplicity and ease of use
Intuitive to use
Complex to use
Pricing
Free
Expensive
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Free for Professional Investors.
COMING SOON

5-pillar deep dive

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.

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COMING SOON

Smart pre-meeting notes

Get AI-generated notes to streamline discussions with asset managers.