Fundata is a premier provider of investment fund data, analytics, and ratings, delivering comprehensive coverage of mutual funds, ETFs, segregated funds, and alternative investment products across North America. Fundata’s extensive database includes performance metrics, risk assessments, fee structures, holdings, and fund classifications, helping asset managers, advisors, and investors to benchmark funds, evaluate strategies, and make informed allocation decisions. Fundata’s ratings and analytical tools are widely recognized for supporting due diligence, portfolio construction, and ongoing fund monitoring.
The Fundata data suite offers up-to-date performance histories, distribution data, style and sector analysis, and peer group comparisons. Users benefit from robust screening capabilities, custom ranking features, and in-depth analytics that enhance fund selection, regulatory compliance, and client reporting processes for wealth management and institutional portfolios.
Fundata’s comprehensive datasets and analytics are available through ICE Connect, where users can seamlessly navigate fund information, compare performance across categories, and create custom dashboards to support their investment research.
Specifications
Key Features
- Detailed performance metrics for over 40,000 investment funds, including historical returns, risk measures, and peer comparisons.
- Helps support portfolio construction, benchmarking, compliance, and financial planning with robust fund and fixed income insights.
- Data delivery via ICE Connect and ICE XL for interactive analysis and Excel workflows.
Products
ICE Connect brings together access to cutting-edge trading tools with real-time cross-asset data, global news, and analytics all on one platform. Whatever your role, our platform can be tailored to your workflow for optimal efficiency.