Skip to main content

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.

 

ARRANGE A CALL

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

[booked-calendar calendar=31]

Contact

 

Steven Winterkamp

ETF Advisory & Trading Manager

Phone +49 89 442 327 201

Contact

Crossflow Financial Advisors GmbH
Sonnenstr. 19
80331 Munich
Germany

Imprint
Privacy Policy
Career

Phone  +49 89 442 327 442
Fax         +49 89 442 327 190
E-Mail   ETF-Team(at)crossflow.de

 

ENGLISH BELOW

Disclaimer

Diese Website ist ausschließlich professionellen Anlegern im Sinne der Richtlinie 2014/65/EG (MiFID II-Richtlinie) vorbehalten. Sie ist nicht für die Nutzung durch Privatkunden vorgesehen.

Professionelle Kunden sind hiernach Anleger, bei denen davon ausgegangen werden kann, dass sie über ausreichende Erfahrungen, Kenntnisse und Sachverstand verfügen, um ihre Anlageentscheidungen selbst zu treffen und die damit verbundenen Risiken angemessen beurteilen zu können.

Die Informationen auf dieser Website wurden ausschließlich auf die Vereinbarkeit nach deutschem Recht geprüft. Die Website wendet sich nicht an Personen, die den Gesetzen eines Landes unterliegen, in dem die Veröffentlichung nicht zugelassen ist oder in dem ihnen der direkte Zugang zu ihr aufgrund ihrer Nationalität oder ihres Wohnsitzes untersagt ist. Personen, die auf die Website zugreifen, wissen, dass sie allein für die Einhaltung der geltenden Gesetze und Bestimmungen in dem Land ihres Wohnsitzes und/oder ihrer Nationalität verantwortlich sind.

Indem Sie auf die Schaltfläche „Weiter“ klicken, bestätigen Sie zudem, dass Sie diese Seite, die rechtlichen Hinweise und die Datenschutzrichtlinien gelesen, verstanden und akzeptiert haben. Des Weiteren akzeptieren und bestätigen Sie, dass Sie unter Einhaltung der Gesetze und Bestimmungen des Landes, in dem Sie Ihren Sitz haben, auf diese Website zugreifen.

Ich bestätige, dass ich die Datenschutzrichtlinien gelesen, verstanden und akzeptiert habe und ein professioneller Kunde bin.

Diese Einstellung ist maximal 30 Tage gültig und kann jederzeit durch Löschen der Cookies aufgehoben werden. Weitere Informationen finden Sie in unserer Datenschutzerklärung.



– ENGLISH –

This website is reserved exclusively for professional investors within the meaning of Directive 2014/65/EC (MiFID II Directive). It is not intended for use by private clients.

Professional clients are investors who can be assumed to have sufficient experience, knowledge and expertise to make their own investment decisions and to be able to adequately assess the associated risks.

The information on this website has been checked exclusively for compatibility with German law. This site is not directed at persons subject to the laws of a country in which this publication is not permitted or where direct access to this site is prohibited due to the persons’ nationality or residence. Persons accessing this site are aware that they are solely responsible for compliance with applicable laws and regulations in their country of residence and/or nationality.

By clicking the “Continue” button, you acknowledge that you have read, understood and accepted this page, the legal notice and the privacy policy. You further accept and confirm that you have access to this website in accordance with the laws and regulations of the country in which you are located.

I confirm that I read, understood and accepted the privacy policy and that I am a professional client.

This setting is valid for a maximum of 30 days and can be cancelled at any time by deleting cookies. Further information can be found in our privacy policy.