FUND INDUSTRY INTELLIGENCE
Trusted. Reliable. Unique.
The leading independent investment fund industry research company covering 100% of funds and their service providers domiciled/servicing in:
UK | Luxembourg | Ireland | Jersey | Guernsey
PRODUCT
FUND REPORT ANALYTICS
POWER BI ANALYTICS PLATFORM
46,666 FUNDS
100% coverage of all domiciled collective investment schemes, their total assets, legal status and investment objectives at sub-fund level with extended coverage of non-domiciled schemes - all manually cleansed
RANKING
Market share and ranking for each service provider by total assets/number of sub-funds, domiciled and non-domiciled funds
DATA FORMATS
Export infographics, download aggregated data spreadsheet and underlying datasheets in Adobe PDF and Microsoft Excel®
JURISDICTIONS
Coverage of service providers domiciled in UK, Luxembourg, Ireland, Jersey & Guernsey servicing domiciled and non-domiciled funds
SERVICE PROVIDERS
Promoters/initiators (incl. country of origin), Administrators, ACDs (UK only), Custodians, Auditors, Depositaries, Legal Advisers, ManCo/AIFM, Transfer Agents and Sponsoring Brokers
ANALYTICS PLATFORM
Our interactive Power BI Analytics Platform brings together over five years of Monterey Insight’s trusted fund report data.
Explore the fund market, identify which service providers are servicing each fund, analyse market share and competitor relationships, and uncover new business opportunities, all in one platform.
Our interactive Power BI Analytics Platform brings together over five years of Monterey Insight’s trusted fund report data across the UK, Luxembourg, Jersey, Guernsey and Ireland.
Explore the fund market, identify which service providers are servicing each fund, analyse market share and competitor relationships, and uncover new business opportunities — all in one platform.
Designed to save valuable research time, the platform enables business development, marketing and strategy teams to quickly identify prospects, support RFPs, size markets and make informed commercial decisions.
Access the underlying fund datasheets alongside the analytics for a complete granular view of the market.
Spend less time researching.
More time winning.
OUR WORK
Monterey Insight is a leading independent fund industry research company providing comprehensive intelligence on investment funds and their service providers across the UK, Luxembourg, Ireland, Jersey and Guernsey. Based in London, our research covers more than 46,000 investment funds across these jurisdictions.
For decades, Monterey Insight has collected, researched and manually cleansed detailed information on investment funds and their service providers, creating trusted Fund Reports. Today, that underlying dataset powers our interactive Power BI Analytics Platform, enabling clients to explore and analyse the fund market through dynamic data and visualisations.
Each Microsoft Excel dataset provides a manually cleansed, complete and unique source of information on fund promoters, administrators, sub-administrators, custodians, auditors, legal advisers, management companies, transfer agents and sponsoring brokers, together with their client relationships and market shares.
Building on the Thomson Reuters legacy, each dataset is produced annually and is designed to provide a trusted reference point for the fund industry across the UK, Luxembourg, Ireland, Jersey and Guernsey.
WHY CHOOSE US?
More than fund data. The insight to understand your market, your competitors and your opportunities:
01.
Understand market trends for Luxembourg, UK, Jersey Guernsey & Ireland domiciled and/or serviced collective investment schemes
02.
Unlock actionable insights instantly with our Power BI analytics platform.
Reduce manual analysis, increase efficiency and maximise your business development opportunities.
03.
Gain a competitive edge with exclusive insights into your competitors' books of business.
Identify who is winning newly launched funds and track business won from rival service providers
04.
Benchmark your market position with trusted, industry-validated market share rankings for service providers.
OUR FOUNDERS
ANDREW BISSELL
TECHNICAL DIRECTOR
Andy has over 20 years' experience of developing mission critical software systems ranging from nuclear power station monitoring to FX trading platforms, working for clients such as BAE Systems, Reuters and the European Space Agency.
He is fanatical about mission-critical systems and with his software and systems background he co-founded Monterey Insight to bring exciting new products to the investment fund market.
KARINE PACARY
MANAGING DIRECTOR
Karine has over 15 years' experience within the investment fund industry having held positions such as Senior Data Analyst at Fitzrovia International and Head of Encyclopedia Productions at Lipper, a Thomson-Reuters company.
Karine has brought together a team that has a blend of capabilities from traditional data analytics to advanced software engineering.
She co-founded Monterey Insight with the ambition of creating the definitive reference for funds in the jurisdictions of UK, Luxembourg, Jersey, Guernsey and Ireland
Tel: +44 (0)20 4526 2941
Tel: +44 (0)20 4526 2940
OUR ADDRESS
Monterey Insight Limited
Clockwise Old Town Hall
30 Tweedy Road
Bromley BR1 3FE
England
Company No: 07910575
Email: info@montereyinsight.com
Tel: +44 (0)20 3855 6472
For any general enquiries, please fill in the following contact form:
