The leading independent investment fund industry research company covering 100% of funds and their service providers domiciled/servicing in:

UK | Luxembourg | Ireland | Jersey | Guernsey

  • LinkedIn Social Icon
  • Twitter Basic Square
  • Facebook Basic Square

PRODUCT

FUND REPORTS

37,000 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

SERVICE PROVIDERS

 

Promoters/initiators (incl. country of origin), Administrators, Sub-administrators, Custodians, Auditors, Legal Advisers, ManCo/AIFM, Transfer Agents and Sponsoring Brokers

RANKING

 

Market share and ranking for each service provider by total assets/number of sub-funds, domiciled and non-domiciled funds

ANALYTICS

 

Data analysis of the underlying data can be performed through the database graphical query tool or Excel.

Customised queries and searches can be built and executed on the underlying data 

JURISDICTIONS

 

Coverage of service providers domiciled in UK, Luxembourg, Ireland, Jersey & Guernsey servicing domiciled and non-domiciled funds

DATA FORMATS

 

Shipped in print, spreadsheet and database formats: Microsoft Excel®, Microsoft Access® and Adobe PDF

 

OUR WORK

Gain fund market intelligence with Monterey Insight's fund industry research.

 

Monterey  Insight is a leading independent fund industry research company that provides the only comprehensive report of service providers for all investment funds serviced in UK, Luxembourg, Ireland, Jersey and Guernsey. Based in London, the company's research covers around 37,000 investment funds within these jurisdictions.

Each work provides a manually cleansed, wide-ranging and unique source of information on all promoters, administrators, sub-administrators, custodians, auditors, legal advisers, management companies, transfer agents and sponsoring brokers, their client lists and their market shares. Continuing the Thomson Reuters legacy, each report is produced annually and aims to be the reference point of the entire fund industry in UK, Luxembourg, Ireland, Jersey and Guernsey.

 

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

info@montereyinsight.com

Tel: +44 (0)20 4526 2940

info@montereyinsight.com

 
OUR ADDRESS

Monterey Insight Ltd.

One Elmfield Park

Bromley BR1 1LU

England

Email: info@montereyinsight.com
Tel:  +44 (0)20 3855 6472‬

Click Here to Find Us

For any general enquiries, please fill in the following contact form:

 

FUND INDUSTRY INTELLIGENCE

 

© 2020 Monterey Insight Limited