Our Fund Research – tailor made and flexible


True to the single solution motto, we offer our clients not only global fund custody, but also professional fund research services and asset management solutions.

Objectivity and independence are the foundation of our high quality fund analysis


The focus of our approach lies in fund selection for portfolios, for fund of funds and for private banking. For us, the broad spectrum of different clients with discrete needs and requirements make it imperative to act, according to our philosophy, truly independent.

Our service to you

Based on our analytical approach, we select promising fund products and give reasoned advice to take action to your private client advisors and asset managers.

The principle of our approach – objective and independent

ifsam fund analysis is based on both quantitative and qualitative factors. The aim of our targeted analysis is to select funds that deliver a long term outperformance against both peers and benchmarks. The basis is comprehensive, in depth insight into both the fund and the corresponding asset manager.

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