News and current developments

Since mid-April 2025, another of our existing clients has gone live with version 4.5 of FundDesigner® with enhanced configurations. In addition to the introduction of a new feature that enables the efficient management of rule packages, FundDesigner® has been extended for the onboarding of US business.

The BVI Fund Operations Conference 2025 will take place on 25 February at Kap Europa in Frankfurt and will be focusing on the topics of artificial intelligence (AI), DORA implementation and digitalisation in asset management . The programme will feature 40 presentations and panel discussions with almost 60 experts and over 30 companies exhibiting. Topics and questions to be addressed include: What are the challenges for fund companies when it comes to artificial intelligence

The first two clients are now using version 4.5 of FundDesigner®. Among other new features, version 4.5 allows an extended document view in combination with the automated import of contract documents, a copy function for faster capturing of restrictions and the export of meta rules.

Yesterday, another Friends of Funds forum was held in Zurich on the Limmat in the beautiful and historic walls of the Zimmerleuten guild in the usual professional manner with around 90 participants. The topic was ‘Fund Administration: What are the major challenges?’. The panellists largely agreed that the flood of regulation, cost pressure and customer requirements can only be addressed through automation, innovation on the part of providers, the use of standards and other pr

We support a global asset manager with the migration of investment guideline monitoring to SimCorp Dimension. In the first step, we are now using FondsDesigner to build the central platform for investment guideline management with optimized IG structures for mutual funds, institutional funds and mandates incl. downstream processing towards ex-ante and ex-post investment guideline monitorig systems.

A Swiss financial institution chose FundDesigner to comprehensively manage investment guidelines with FundDesigner modules Investment...

A German full service asset manager / fund admnistrator is now using FundDesigner for institutional client onboarding. In cooperation with the KYC team, client support classifies investors according to German regulations WPHG and KAGB, including the creation of required documents (e. g. classification sheet, form for semi-professional investors, etc). The subsequent advisory process is based on the investor classifications and determines suitable investment products for the i

A German full service Asset Manager / Fund Admnistrator is now using FundDesigner to manage institutional fund share transactions....

We support an independent, global asset manager in migrating investment compliance monitoring to SimCorp Dimension. In the first step, we...

As of today, we are once again delighted to implement the Bloomberg Compliance Manager CMGR. In this case, it is about the contractual...

As of today, a German fund manager organises fund profiles and investment guidelines of funds and share classes with FundDesigner® Core & IG. Highly specialized total return and relative return approaches are fundamental to the management of retail funds, insurance mandates and label funds with advisory mandate.

FundDesigner® IG as a central platform for the management of investment guidelines of approximately 3.000 funds, mandates and share classes provides efficient processes for a wide range of asset management products.

We now support a global asset manager in transforming its AM processes and implementing several thousand funds and mandates into...