ETF Analysis

MiFID II increases the regulatory demands on asset managers to define, implement and document an independent decision-making process that is free from conflicts of interest when selecting investment products.

Crossflow aims to support institutional ETF investors in this regard via its sophisticated product governance tool which relieves portfolio managers from comprehensive documentation duties and provides standardised reporting solutions. Many clients have meanwhile outsourced their MiFIR reporting obligations (Art. 20,21 and/or Art. 26) to Crossflow.

Crossflow was one of the first providers who identified the need for ETF-specific quality analysis . The Crossflow team brings together expertise from various scientific disciplines and has jointly developed ETF indicators for a transparent analysis and rating system.

ETF Analysis

MiFID II increases the regulatory demands on asset managers to define, implement and document an independent decision-making process that is free from conflicts of interest when selecting investment products.

Crossflow aims to support institutional ETF investors in this regard via its sophisticated product governance tool which relieves portfolio managers from comprehensive documentation duties and provides standardised reporting solutions. Many clients have meanwhile outsourced their MiFIR reporting obligations (Art. 20,21 and/or Art. 26) to Crossflow.

Crossflow was one of the first providers who identified the need for ETF-specific quality analysis . The Crossflow team brings together expertise from various scientific disciplines and has jointly developed ETF indicators for a transparent analysis and rating system.

INDEPENDENT
ETF ANALYSIS

Decision basis for product selection

Crossflow clients receive high-quality, independent and uniform documentation as a basis for product selection…

1. Recording and processing of all ETF data from Europe
2. Development and calculation of advanced quality indicators
3. Analysis and evaluation of ETF quality
4. Methodical identification of investment alternatives

INDIVIDUAL
ETF RATING

While the ETF analysis is standardised, the rating takes into account the different investment objectives of institutional clients including regulatory needs and internal guidelines.

Depending on the preferred investment objectives, key figures resulting from our analysis can be dynamically weighted by the investor and internal investment rules can be taken into account.

 

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You are interested in our services or have questions about them? Please do not hesitate to request a meeting or a personal phone call.

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Contact

 

Steven Winterkamp

ETF Advisory & Trading Manager

Phone +49 89 442 327 201

Contact

Crossflow Financial Advisors GmbH
Sonnenstr. 19
80331 Munich
Germany
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Phone  +49 89 442 327 442
Fax         +49 89 442 327 190
E-Mail   ETF-Team(at)crossflow.de