With this tailor-made reporting and analytics solution, Societe Generale Securities Services (SGSS) offers to asset managers an innovative 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 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 dedicated to Global Banking & Investment Solutions clients. It enables asset managers to get easy access to different information including:
- Fund inflows and outflows, which can be compared to assets under management
- Details of flows by country, investor type, fund type, ISIN code
- Top 10 distributors ranking for each fund
- Access to five-year data history
“With D-View, SGSS provides an intelligent reporting and analytics solution that meets the needs of asset managers looking to optimise their distribution strategy,” says Sarj Panesar, Head of Business Development for asset managers. 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”.
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, United-Kingdom and Switzerland. The solution already covers 88% of cross border funds domicile.