Mutual Fund Database

• full holdings
• number of securities for each fund
• fund name
• fund company / asset manager
• investment company
• total net assets

Fund Universe

Currently AfU Investor Research evaluates more than 31,000 mutual funds worldwide.

Services and Products

• Shareholder-IDs and consolidation of shareholder information from different sources
• peergroup analysis and investor targeting
• individual analysis (e.g. SRI studies, umbrella fund analysis, fixed income fund analysis)
• Anlagestrategien (e.g. contrary opinion strategy)

Distinguishing features

• client-oriented concentration on the European market
• generic grown database structure (since 1996)
• linkage of financial analysis with database know-how
• strategic distribution partnership with WPFC Consulting

References

• a number of German small-caps
• foreign companies (e.g. BP Plc. and CEMEX)
• Bellevue Asset Management, Solventis, metis group, Ahrens & Behrens Financial Dynamics, Bayerische Landesbank, Dow Jones Factiva