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Annual Report 2021
SFD is a not-for-profit joint venture between the Asset Management Association Switzerland and SIX Swiss Exchange. It provides the Swiss fund market with highquality information on the investment funds approved in Switzerland and makes it possible for fund providers to deliver all their data to one central body and efficiently fulfill their publication obligations.
New CEO and start of multi-year transformation
After more than a decade of success as CEO, Erika Kessler handed the reins to Roman Aschwanden on 1 April 2021. At the same time, a multi-year technological transformation was set in motion with the implementation of initial measures affecting the company’s service offering and staff. This transformation will massively expand SFD’s platform over the coming years. The focus will be on automation for fund providers using the openfunds standard, a significant increase in MyFunds functionality, modernized and more efficient fund search and analysis tools, and greater transparency through interactive fund league tables and more information on specific fund topics (e.g. Pillar 3 funds).
Expanding the range of services
The data offering was expanded in August 2021 to include ESG ratings and carbon data as well as a new market statistics report for sustainable funds. It is now possible to search for specific sustainable funds and subject them to peer-group comparisons using Morningstar data. SFD now also offers participating funds the option to deliver and manage their master data using openfunds.
Further sharp increase in website use
Use of the SFD website once again rose markedly year-on-year in 2021. With 523,000 unique users, there were around 5 million page views with 1.3 million sessions in 2021. The SFD website is thus a firmly established source of information for investors. Over 70% of users are in Switzerland, followed by Germany, Luxembourg, and the USA. Some 52% of users are professional investors (asset managers, banks, pension funds, insurers), the rest retail investors.
Fees unchanged
The number of unit classes published on www.swissfunddata.ch increased by approximately 7% in 2021. In addition, ten fund providers made use of SFD’s services for the first time, either as a publication medium or as a marketing platform. Thanks to this steady growth and SFD’s non-profit status, its range of services was continually expanded during 2021 without increasing the fees charged.