Thérèse Collins and Ugo Sansone (Allfunds): Data as a turnkey solution
In an era of ever more complex investment opportunities, having the right data and the expertise to leverage is invaluable. As Thérèse Collins and Ugo Sansone of Allfunds explain, that data can be become the foundation of vital services, freeing managers to do what they do best.
What is Allfunds?
Allfunds is the largest fund distribution platform, administering €1.5 trillion in assets across 63 countries for over 900 distributors. Founded 24 years ago as a centralised hub for mutual fund transactions, the company has evolved to encompass transactions for alternative investment funds and ETFs, creating a comprehensive investment ecosystem.In the Benelux area, the Group operates through two key entities: Allfunds Bank, led by Ugo Sansone, and Allfunds Investment Solutions, the management company under Thérèse Collins. Allfunds Bank has maintained a strong presence in the region since 2008, while the management company received CSSF authorisation in Luxembourg in 2022.Today, Allfunds is expanding its regional operations with enhanced services and advanced wealth management tools, strengthening its position as a leading facilitator of global fund distribution and management company solutions.
Thérèse Collins
“Where we excel is with our intel.” - Thérèse Collins
Ugo Sansone
What services does Allfunds offer?
In recent years, Allfunds Bank has developed a series of services designed to support asset managers and distributors, including centralising regulatory documentation, reporting, ESG services, and a cutting-edge portfolio management tool, Nextportfolio4. "We supply data that clients can readily utilise”,” Sansone says, “either by pulling it from our extensive database or through ad hoc solutions built by our data analytics team.” A market intelligence service and the powerful Connect digital ecosystem complete the range of tools available in the region. Allfunds Investment Solutions is a chapter 15 ManCo offering services to UCITS funds domiciled in Luxembourg and Ireland. It offers a full suite of core ManCo services to funds, such as risk management and oversight of portfolio management, distribution and administration. “We’re currently building out additional services we can offer to managers alongside our existing core ManCo services,” Collins explains. “This allows managers to focus on their core expertise of portfolio management while Allfunds looks after the regulatory requirements.”
What’s next for Allfunds?
Allfunds recently had an ETF ICAV authorised by the CBI in Ireland and will be going live with its first sub-fund in the coming months. “Our white label ETF offering encompasses ManCo services, capital markets and an active distribution service,” Sansone says. “It offers a turnkey solution for entry to the ETF space, with a quicker time to market and premium distribution support to grow.” By choosing Allfunds as their management company, managers will have direct access to the Allfunds ecosystem. “Where we excel is with our intel on the distribution side,” Collins says. “There, we can match fund buyers with ETF issuers or asset managers to help grow their business.”