We aim to give our clients reassurance that they are meeting their regulatory obligations as distributors, by providing clear and simple insights into the complex world of investment liquidity.
This service is usually used by platforms or large wealth managers, although we do have a simpler process based on the same Fundhouse IP for smaller clients. Our process usually involves an assessment of hundreds or thousands of funds for potential liquidity concerns.
As part of this, we have created a bespoke set of assessments that allow us to screen thousands of funds at the same time, which is useful to wrap platforms in particular. We also offer deep-dive liquidity assessments into individual funds.