UCITS SRRI MONITORING

  • NAV and dividend data collection, standardization and validation.
  • Mapping of Share Classes with insufficient history to a reference Share Class, BM or simulation proxy.
  • Normalization of proxy time series and dividend adjustment.
  • Volatility calculation as prescribed by the UCITS regulation.
  • SRRI monitoring and early warning system through the SolvencyAnalytics online platform.
  • Support with UCITS KIID production and update.
  • Close cooperation with fundinfo
SRRI

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