Read about their experience of our Shareholding Disclosure and Position Limit services.
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Sensitive industry monitoring is as data-intensive and data-dependent as Shareholding Disclosure, with unfamiliar and caveat laden regulations. FundApps affords clients the opportunity to focus on their investments by bolstering positions file with data from Thomson Reuters Refinitiv, providing data override functionality, as well as performing public company mapping to GICS codes.
A daily end-of-day, API-delivered positions file containing all relevant holdings and positions, mapped in accordance with your company structure.
The enrichment of client positions files utilising Thomson Reuters’ Refinitiv data.
Users are given the ability to override data points from the initial positions file that may be incorrect or not accurately reflect exemptions.
Global Company Classification Standard (GICS) codes mapped to companies based on an internal review of legal memorandum in conjunction with MSCI categorisation.