Clearstream, post-trade services provider, and Quantalys Harvest Group, a wealth technology platform, have partnered to develop a fund selection and portfolio modelling web tool, accessible via the Clearstream client web portal.
The digital fund screening tool enables distributors to filter investment funds across ratings, performance and risk, and other investment criteria, allowing them to select funds and create portfolios.
Distributors domiciled in France, Italy, Luxembourg and Switzerland, who have entered a distribution agreement with Clearstream Fund Centre AG (in Switzerland), can now access the web tool through Clearstream’s client web portal, Xact. Clearstream said it expects the fund selection and portfolio modelling web tool will be rolled out to more distributors over time.
Philippe Seyll, head of Clearstream Fund Services, said: “We continually strive to remain close to our clients by offering a growing range of services, tools and capabilities. This powerful fund selection and portfolio modelling web tool from Quantalys Harvest Group fits perfectly into the Clearstream fund universe.”
“This important partnership proves that we are listening to our clients and responding to their increasing needs for optimising fund selection,” Seyll added.
Delphine Asseraf, Harvest deputy CEO said: “Quantalys Harvest Group is proud to be a digital partner to Clearstream, extending its fund analysis and portfolio construction solutions to Clearstream clients, for an optimised and innovative user experience. This is another key step in Harvest Group’s European expansion, aiming to offer broader expertise and support to financial professionals in varying jurisdictions.”
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