Wealth managers need upgraded reporting in the age of funds

In the modern world of mutual funds and ETFs, investment professionals have become specialists in product selection and typically work with a combination of directly held investments and third-party or in-house products (hybrid portfolios).

Citywire Switzerland’s Top 50 Independent Asset Managers have an average allocation of 19% to ETFs.

However, portfolio analysis and reporting tools often seem stuck in a world that hasn’t moved on, a world where investment funds played a minor role at best. For this reason, these tools can often obscure information about the assets to which an investor is exposed.