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  • Andy Bissell

Monterey Sets its Sights on the UK

Monterey Insight, the independent fund research company, announces the launch of the UK Fund Report as it responds to strong client demand, Brexit uncertainty and the success of its Luxembourg, Ireland, Jersey & Guernsey Fund Reports.

Photo by David Dibert on Unsplash

Monterey Insight, the independent fund research company, announced today the launch of its much anticipated UK Fund Report. Following the success of its reports on other jurisdictions and strong client demand, it announced the launch of the Monterey Insight UK Fund Report.

The format of the UK Fund Report will be similar to the Luxembourg, Ireland, Jersey & Guernsey reports but with a few notable additions, such as the inclusion of Pension Funds and Insurance/Life Funds. The release date for the report is expected to be in Q2/Q3 2018 with work currently underway at Monterey to collect data from UK-domiciled service providers. As with other jurisdictions, the product is shipped as a paper, PDF, MS Excel and MS Access database.

Ninian Gomez, UK Product Owner said "The UK Fund Report builds upon many years of success of the Monterey Insight Fund Reports. With a high level of demand from our current clients and Brexit only one year away, the timing is right to produce a UK Fund Report to get an accurate view of the UK Fund market"

Karine Pacary, Managing Director comments "Our intention at Monterey Insight is to bring our great products to other jurisdictions. We already collect and manually cleanse 25,000 domiciled and non-domiciled Funds serviced in Luxembourg, Ireland, Jersey & Guernsey so the UK is a natural progression for us; demand from clients and the potential impact of Brexit galvanised us to launch this report now."

The UK Fund Report will include the following funds:

  • Mutual Funds (OEIC, Unit Trust, Investment Trusts, Hedge Funds, ETF)

  • Insurance Fund Market

  • Life Fund Market

  • Pension Fund Market

  • Sovereign Wealth Funds

  • TTF (ACCS)

  • Private Equity & Real Estate

  • Unauthorised/exempt UK Funds

  • Non-domiciled funds serviced in the UK

Market share ranking by TNAV, Number of Funds:

  • Promoter

  • ManCo/AIFM

  • Administrator

  • Fund Accounting

  • Transfer Agent

  • Custodian

  • Auditor

  • Legal Adviser

  • Types of Products

  • New Business

  • Market Trends

  • Geo-focus & Investment Objective

The Monterey Insight UK Fund Report is the "go to" resource when:

  • Marketing your company's relative ranking within the funds industry (by number of funds or AUM)

  • Building credibility when pitching for new business

  • Building new prospecting lists by value, market share, asset class or investment area

  • Raising brand awareness through advertising when entering new jurisdictions

Please contact us to pre-order your copy.

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