Way Fund Managers Taps OTCFin-Morningstar Combo for Priips Compliance
The UK-based fund manager selected the OTCFin-Morningstar joint service following a "rigorous" selection process and proof-of-concept, officials say.
OTCFin and Morningstar will provide an integrated KIDs and EPT (European Priips Template) solution for Way, covering Priips calculations and the printing of factsheets. Specifically, OTCFin will source and monitor all fund data, including historical returns, recommended hold period and cost data from clients, external fund managers or data providers, as well as performing the SRI (summary risk indicator), performance scenario and cost calculations for all fund categories, calculate the output te
More on Data Consumers
Waters Wavelength
Waters Wavelength Podcast Episode 117: Machine Learning, Chatbots & Fintechs
Anthony and James examine some of the key themes that will be on display at the inaugural North American Innovation Summit.
Subscribe to Weekly Wrap emails
Most read
- Sell-Side Technology Awards 2018: All the Winners
- Hammonds Out as Deutsche Bank’s Leadership Woes Continue
- Bogen to Head Execution Services for Dash Financial
- Waters Wavelength Podcast Episode 117: Machine Learning, Chatbots & Fintechs
- Veronica Augustsson: At the Crossroads of Business and Technology
Back to Top