KnowYourFunds voted Best-in-Show at Morningstar Investment Conference

KnowYourFunds voted Best-in-Show at Morningstar Investment Conference

Fintech solution Know Your Funds – one of two fintech’s selected by PIMFA WealthTech to present to delegates at the Morningstar Investment Conference yesterday (1 May 2024) – has been named alongside fellow fintech Propelle by delegates.
Author: Know Your Funds –

PIMFA WealthTech, the market network and technology platform supported by principal strategic partner Morningstar, a leading provider of independent investment insights, has selected the Know Your Funds and fellow fintech, Instinct Digital Ltd, to present to wealth management delegates in the early breakfast session at the Morningstar Investment Conference following a competitive ‘Tech Sprint’ and were among 12 fintechs demonstrating their solutions to around 70 delegates from the wealth management and advice industry. Both Know Your Funds and Instinct Digital Studio gave impressive presentations of their solutions’ capabilities, which are focused on Environmental, Social and Governance (ESG) reporting, verification and disclosure processes in the sustainable finance sector.

Know Your Funds won over delegates with its solution that enables wealth managers to drill down into ESG funds at a granular level enabling them to truly interrogate the investment fund and fully understand what assets it contains, thereby enabling them to align investments with their client’s values.

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