Clearstream and Quantalys Harvest Group have partnered to offer integrated digital fund selection and portfolio modelling services.
Through the tool, distributors are able to search and filter investment funds matching user-specified requirements. Using criteria such as Quantalys’ proprietary ratings, performance and risk categories, clients can select funds, create portfolios and improve their decision-making practices, the companies say.
The solution is integrated into the Clearstream platform and available through Xact, the company’s client web portal.
Currently, distributors domiciled in France, Italy, Luxembourg and Switzerland with an existing distribution agreement with Clearstream are able to access the tool. Further rollouts are expected to follow.
Philippe Seyll, head of Clearstream Fund Services, says: “This fund selection and portfolio modelling web tool from Quantalys Harvest Group fits perfectly into the Clearstream fund universe.
“This partnership proves that we are listening to our clients and responding to their increasing needs for optimising fund selection.”
Delphine Asseraf, Quantalys Harvest Group deputy CEO, comments: “Quantalys Harvest Group is extending its fund analysis and portfolio construction solutions to Clearstream clients for an optimised and innovative user experience.
“This is another key step in Harvest Group's European expansion, aiming to offer broader expertise and support to financial professionals in varying jurisdictions."
.jpg)