Societe Generale Securities Services (SGSS) has launched a new tool called D-view, which offers asset managers a tool for decision support in the fields of distribution strategy of their funds across domiciles.
D-View enables asset managers to access a customisable dashboard tailored to their needs and provides them with a consolidated view of distribution data of their funds across domiciles.
The tool gives detailed reporting and analytics on their investors, their distributors and their fund performance on different markets and allows asset managers to more easily adapt their distribution strategy.
The D-View solution developed by SGSS is accessible on SG Markets, the online service platform for global banking and investment solutions clients.
It enables asset managers to get easy access to different information including fund inflows and outflows, as well as details of flows by country, investor type and fund type, and access to five-year data history.
This new solution relies on the SGSS ‘data lake’, an innovative solution that stores and aggregates information and data from transfer agents.
D-View currently includes data from funds domiciled in Luxembourg, Ireland and Germany, and from 2019, those from France, Italy, the UK and Switzerland. The solution already covers 88 percent of cross-border funds domicile.
Sarj Panesar, head of business development for asset managers, said: “With D-View, SGSS provides an intelligent reporting and analytics solution that meets the needs of asset managers looking to optimise their distribution strategy.”
He added: “Leveraging on new technologies, we are able to transform our clients’ information and to use it in an efficient way in order to offer them tailor-made analytics solutions.”
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