FundsXML is not standing still. We are pleased to invite you to our upcoming webinar.
The FundsXML Webinar will give you an overview on how FundsXML can help you navigate in the confusing ESG-criteria landscape by enabling an automatized and standardized data exchange.
Looking forward to seeing you at our webinar in March!
Please register here in order to confirm your attendance.
For the first time, the FundsXML initiative organized a FundsXML Get Inside Event on the premises of BVI in Frankfurt am Main. The keynote speaker was Rudolf Siebel the Managing Director of the BVI, who vehemently advocated the crucial role of the standardized FundsXML format for exchanging funds data information within Europe. Once more, the FundsXML initiative was able to present well-known speakers, which had a lively exchange with the audience of around 65 interested persons. The selected speakers consisted of Karl Kauc (Erste Asset Management), Thomas Koop (BVI), Peter Raffelsberger (Amundi Austria) and Fabrice Puziak (KNEIP).
In the presence of numerous guests, the structure of the FundsXML Organization, as well as fundamental features of the format itself, were discussed. It was stressed that in an ever-changing environment, asset managers more than ever require efficient structures to process information and data. This is where the idea of FundsXML as a Europe-wide standardized data format for exchanging fund data comes in. The FundsXML Format facilitates the structured information exchange between investment companies, data vendors, authorities, insurance companies and many more.
The FundsXML event will give you an overview of the basics and application possibilities for automated data exchange with FundsXML.
Location GET INSIDE EVENT: BVI Bockenheimer Anlage 15,
60322 Frankfurt am Main, GERMANY
Please register here for your attendance
The event is free of charge.
FundsXML was invited to two conferences on the complex regulatory reporting obligations for European asset management companies. These conferences, hosted by FundConnect, took place in Stockholm and Oslo on the 20th and 21st November 2018.In the presence of numerous guests from politics, business and academia, scenarios and approaches to facilitate the growing reporting burden were presented. The programme focused on fund data standardization initiatives, but also aspects on the sustainable development of financial instruments were discussed from the viewpoint of investors. The FundsXML Initiative was represented by Andy Chan from Robeco Netherlands and Peter Raffelsberger from Amundi Austria. While Andy Chan spoke about the organization of FundsXML and its usage at Robeco, Peter Raffelsberger presented the technical structure and why FundsXML is a perfect solution for efficient and high-quality transfer of fund related data.
FundsXML members met Luxembourg Fund Industry community at an event in Luxembourg hosted by KNEIP on the 13th of June.
Carsten Lueders, Secretary of the FundsXML Standards Committee, opened up the event presenting the objectives and vision of the data delivery standard FundsXML for the pan-european fund industry. He stressed the benefits of using this standard to achieve efficiencies in communicating fund data between interested partners like Funds Manufacturers, Funds Distributors and Fund Data Providers. Katja Titulski (OeKB) provided insights into the numerous areas of application of FundsXML. She presented the modular concept of the new schema version 4.0 and illustrated the tools for an improved documentation.
Fabrice Puziak (KNEIP) gave an update on regulatory reportings and their translation into FundsXML schemas. The focus was on SolvencyII TPT template, PRIIPs EPT template and the upcoming Mifid2 EMT template as discussed at the respective Working Groups on European level.
The standardized format FundsXML facilitates to communicate and exchange data between the different partners of the fund market.
At the BVI Fund Operations Konferenz on 16 March 2017 two presentations informed about the use and the advantages of FundsXML.
Peter Raffelsberger (Pioneer Investments Austria) provided insights into the numerous areas of application. He presented the modular concept of the new schema version 4.0 and the enhanced section for regulatory reporting data like MiFID II, PRIIPS and Solvency II.
Thomas Koop (BVI) focused on the exchange of the statement of assets between custodians and investment companies.
The standardized format FundsXML facilitates to communicate data between the different partners of the fund market. Both presentations in German language are available in the FundsXML website download area.
The annual BVI Fund Operations Konferenz gives an overview of the latest industry trends. About 530 guests attended the event that provided more than 40 lectures and panel discussions.