Simfund Adds Institutional Market Investment Information to Dataset

New module boosts observable assets under management in database to $110 trillion.


Institutional Shareholder Services’ Market Intelligence division has launched a new update to its business intelligence platform for global asset managers, Simfund, adding a new module that widens the scope of the Simfund dataset by incorporating institutional data. The update expands the existing data’s coverage by over 60%.


The “Total Market” module brings Simfund’s data to the institutional market by providing a consolidated view of both the institutional and retail segments of the asset management industry. Simfund’s owner, Institutional Shareholder Services, is also the parent company of Chief Investment Officer.


The new module is intended for flexible ad-hoc analysis and features shareable reports to facilitate collaboration, customizable dashboards and queries, competitor analysis and automated email alerts.


The data update adds more than 120,000 new products and funds, and expands the database to monitor more than $110 trillion of assets under management. Integration of institutional data adds both separate accounts and collective investment trusts to the existing Simfund retail data, which tracks mutual funds and exchange-traded funds.


The Simfund dataset provides granular fund benchmarking within asset classes across both the institutional and retail segments, allowing firms to gauge their own product lineup of funds and their funds’ competitiveness in the marketplace. In total, the platform tracks more than 45 markets worldwide, including 75,000 funds across 150,000 share classes and 2,500 managers.


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