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

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