Kategorie: Event

The FundsXML initiative proudly co-hosted “The Future of Fund Data Standards in Europe” alongside openfunds on March 26, 2025, at the SIX Convention Point in Zurich. This landmark event brought together over 130 industry professionals from across Europe to address one of the fund sector’s most urgent challenges: the drive toward harmonized, future-ready fund data standards.

🤝 A Collective Push Toward Harmonization

From the outset, it was clear that this event marked an important milestone in aligning the industry’s efforts. Through insightful keynotes, deep-dive panels, and practical testimonials, participants examined everything from the complexities of data ownership to the real-world benefits of standardization.

🔍 Key Takeaways

• ESAP & Regulation: The upcoming European Single Access Point (ESAP) was a central theme. Regulators and practitioners alike shared their views on how it could reshape access to financial and sustainability-related data.
• Market Fragmentation: A dynamic panel raised the essential question – do we need more or fewer standards? – sparking thoughtful discussion on consolidation vs. innovation.
• A hands-on case study featuring the OeKB Fund Data Portal demonstrated that standardization—specifically through the FundsXML format—is far from a theoretical exercise. The real-world application showed measurable benefits, including enhanced operational efficiency, cost savings, and improved data quality in day-to-day fund operations.

🎤 Expert Voices

With speakers from ESMA, UBS, AMAS, Amundi Austria, OeKB, SIX Financial Information, Allfunds, FE fundinfo and many more, the event offered a 360-degree view of where fund data is headed – and how we can get there together.

🌐 Building the Future, Together

The event concluded with an engaging networking reception that sparked new connections and energized participants to continue collaborating beyond Zurich. For us at FundsXML, this event reaffirms our belief that open dialogue is the path forward for the fund industry.

Stay connected with us via LinkedIn for updates and future events!

We are delighted to announce that FundsXML was represented at the BVI Fund Operations Conference 2025, a major industry event held in Frankfurt. The conference gathered around 650 participants. It featured over 40 presentations and panel discussions with nearly 70 speakers and panelists, covering topics such as artificial intelligence, blockchain, fund digitalization, DORA, and data.

FundsXML actively engaged in discussions on fund data standardization and its role in enhancing operational efficiency in the evolving financial landscape. As data-driven innovations reshape fund operations, our presence at this conference reinforced the importance of harmonized data standards for the fund industry.

📢 Looking ahead: Registration is already for our Future of Fund Data Standards Event on 26th March 2025 in Zürich. The event is free of charge.

💡 Key topics include:
✅ The evolution of European fund data standards
✅ Market demand: More or fewer standards?
✅ ESAP’s role in fund data regulation

👉 Register now to secure your spot!

We are excited to announce that registration is now open for our upcoming in-person event in Zurich, Switzerland!

This event will bring together key representatives from FundsXML, openfunds, and experts from FinDatEx to discuss the current trends and future directions of fund data standards.

📅 Save the Date: 26th March 2025
📍 Location: Zurich, Switzerland
🎟️ Cost: Free of charge

This is a unique opportunity to:

• Gain insights into European fund data standards and their evolution.
• Discuss whether the market needs more or fewer standards and their potential integration.
• Explore the implications of the European Single Access Point (ESAP) on data standards.

Agenda Overview

• 13:30 Arrivals & Registrations
• 14:00 Welcome Remarks & Introductions
• 14:15 Fund Data Standards – Current Trends and Future Directions
• 15:00 Market Needs: More or Fewer Fund Data Standards?
• 15:45 Break
• 16:05 ESAP: A Regulatory Panacea?
• 16:50 Closing Remarks
• 17:00 Networking Reception

👉 Register now to secure your spot and join industry leaders and experts for an engaging and informative day.

Stay tuned for updates and insights by subscribing to our LinkedIn page.

We are excited to invite you to our upcoming FundsXML webinar on November 12, 2024, from 10:30 to 11:30 CET❗

Please feel free to register here
https://events.bvi.de/event.php?vnr=779-112

We are excited to announce an upcoming in-person event in Zurich, Switzerland. The event will bring together key representatives from openfunds, FundsXML, and experts from FinDatEx to discuss the current trends and future directions of fund data standards.

Save the Date: 26th March 2025

This event will provide a unique opportunity to delve into the main European fund data standards, understand their purposes, and explore how they interlink. The following themes will be covered:

• Fund Data Standards – Current Trends and Future Directions 
  Gain comprehensive insights into the leading European fund data standards. Explore their purposes, interconnections, and evolutionary trajectories.
• Market Needs: More or Fewer Fund Data Standards?
  Explore the reasons behind the coexistence of multiple standards and the potential for integration.
• ESAP: A Regulatory Panacea?
  Learn about the current position of the standards in relation to the upcoming European Single Access Point.

The event is free of charge. 
Don’t forget to subscribe to our LinkedIn page for more updates and insights.

We are excited to invite you to our upcoming FundsXML webinar on November 12, 2024, from 10:30 to 11:30 CET

What to expect:

• Deep dive into the ECB’s Investment Funds Statistic: Understand how FundsXML can streamline the reporting according to the ECB’s Regulation on investment fund statistics. Learn best practices and gain practical insights into efficient data transfer.
• Behind the scenes of a FundsXML working group: Discover how the european working group Content/Technique develops and refines the content of the FundsXML standard to ensure consitent data transfer across the industry.
• TBA

This webinar offers an unique opportunity to understand how FundsXML users collaborate to enhance the FundsXML standard and comply with regulatory requirements.

Register now: https://events.bvi.de/event.php?vnr=779-112#EventAnmeldung

We look forward to your participation and to sharing our insights with you!

As the financial industry rapidly advances, understanding the nuances of handling data is pivotal. Against that backdrop we would like to invite you to our webinar and cast light on the contemporary challenges and solutions regarding the transfer or fund related data.

Practical Insights: Learn from SIX Financial Information about the practicalities and challenges encountered when it comes to handling full portfolio holdings data.

Real-World Applications: Discover how Amundi Austria is leveraging FundsXML in their data exchange processes through an in-depth use case presentation.

Expert Panel Discussion: Engage with leading fund data providers Fenion and Mountain View in a panel discussion on the usability of FundsXML as well as the standards impact on data quality.

Click here to register

The FundsXML event will provide an opportunity to meet leading practitioners and discuss real-world solutions on the optimal use of your fund related data.

Location: BVI Bockenheimer Anlage 15,
60322 Frankfurt am Main, GERMANY

Date: 21. March 2023, 13:00 – 14:00 CET

Please register here for your attendance
The event is free of charge.

Nowadays it is no secret that a standardized way of exchanging Environmental, Social, and Governance (ESG) data means better results for both the regulator as well as for financial institutions. Therefore innovative leaders know that they need to look out for efficient ways to handle their vast data streams and to harness the power of this data.

In order to help interested parties to achieve these goals, the FundsXML Organisation initiated a webinar called „FundsXML a sustainable journey“, which provided hands-on support and practical advice on this matter.

The webinar took place on 23 March 2021 and was presented by Andy Chan (Robeco). The selected speakers consisted of Carsten Mahler (FundConnect), Pierre Maugery-Pons (Club Ampere & Efeso Consulting), Peter Raffelsberger (Amundi Austria) and Stefan Fischer (Fenion).

In the presence of around 60 interested participants from all over Europe, it was investigated how FundsXML could be integrated in order to leverage the strengths the format has to offer for managing the ESG message.

The webinar provided a strong endorsement of the value of the FundsXML format. Against the background that FinDatEx is launching its dedicated work on the European ESG Template (EET), it was stressed that more than ever, an efficient structure like the FundsXML standard is crucial in order to process ESG data in an automated way.

Futhermore the success story of FundsXML is a perfect example for using an open source format in order to support sustainable IT.

FundsXML is not standing still. We are pleased to invite you to our upcoming webinar.

The FundsXML Webinar will give you an overview on how FundsXML can help you navigate in the confusing ESG-criteria landscape by enabling an automatized and standardized data exchange.

Looking forward to seeing you at our webinar in March!

Please register here in order to confirm your attendance.