1. Fund Intelligence
Corporate Presentation
May 2011

2. Overview
 Fund Intelligence provides end-to-end standardized and customized research and analytic services to a
number of asset management companies across the world.
 We operate out of Pune, an Indian city renowned for its ethnic diversity in population and its intellectual
capital base for which it has rightfully earned the sobriquet – “Oxford of the East”. In addition, we also
have an office in London to support our clients based in Europe and the Middle-East.
 We believes our main forte to be our employee base which consists of young and dynamic MBAs, CFAs,
economists and designers.
 Our management consists of experienced personnel who have worked for leading investment banks, asset
management companies, insurance companies, KPOs and other financial services institutions.
 We pride on our successful track record of client satisfaction which have been garnered through our
professional and ethical business methods.

3. Services (1/2)
Fund Performance Analysis Fund Flow and Market Share Analysis
Periodic tracking of the fund’s performance. Benchmarking Periodic tracking of market share and fund flow across asset
it with peer funds, sector as well as the benchmark index. classes.
Typical report can include: The report helps our client:
1. Overview including fund objective, investment 1. Review their current position across asset classes and
strategies, fee structure, benchmark index etc. compare with the target market share as well as
2. Short term and long term returns (simple/ risk historical values.
adjusted) 2. Evaluate the effectiveness of their current marketing
3. Fund ranking and quartile plans as well as in prioritizing future ones.
4. Statistical ratios such as alpha, beta, excess return,
volatility, tracking error etc
5. Sector allocation/ top holdings Market Intelligence
6. Trends in assets under management
Capturing of key developments in the market.
Typical report can include:
Factsheets
1. New fund launches
2. Entry of new peers
Preparation of fund factsheets on a monthly basis. We
3. Strategic moves including distribution agreements,
discuss the existing factsheet template with the client and
change in fee structure etc
suggest possible improvements both from data as well as
4. Others such as change in top executives and
design perspective. Once the template is finalized, client’s
regulatory changes
accounts department sends us the NAV data every month
and our analysts and designer prepare the factsheets with
a quick turnaround time.
These reports can be customized to the clients requirements and suggestions

4. Services (2/2)
Investor pitch-book preparation Thematic Research
Our fund pitch-books are usually prepared in close co- We do thematic research on a wide and diverse range of
ordination with our clients. While the core idea is topics provided by the clients. These topics varies from
communicated to us by the fund manager, we brainstorm macro-economic research, sector research, research and
on the content, flow of information and design of the evaluation of asset classes, research and analysis of political
document with the client. After the discussion phase, our and regulatory changes etc.
research team perform the relevant research on macro- These reports are used by the clients for generating trading
economy, sector etc., depending upon the investment ideas and also in marketing documents
objective and strategy, to prepare a "quality report" and
our designing team make the report impressive.
For an open ended fund, the marketing effort never stops
and thus our clients generally need the updated pitch- Document designing
books every quarter before presenting it to the prospective
investors. We do all the secondary research to update the While designing is an integral part of all the reports we
existing pitch-books and collaborate with the client's prepare, we also provide stand-alone document designing
internal team for updating fund valuation, performance and services including template preparation, corporate
holdings data. branding, preparing documents for printing, road shows &
other marketing activities.

5. Contact us
APAC: Europe:
A-5, Mantri Building Ravi Balani
Sus Road, Pashan 219 Friern Barnet Lane
Pune-411021 Whetstone, London N20
Email: info@fundintelligence.in Email: ravi.b@fundintelligence.in
Landline: +91 020 6500 5241 Landline: +44 208 445 6514
Mobile:+91 982 272 8115 Mobile: + 44 790 132 0489