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DirectoryFinance & InsuranceFinancial ServicesZurichFinance-Doc Multimanagement AG
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Finance-Doc Multimanagement AG

Summary

About the company

The core activity of Finance-Doc is to provide services in the area of multi-management of investment funds, including the construction and monitoring of funds, the provision of data and analyses for investment and compliance purposes, as well as the creation of fund ratings and the performance of regulatory reporting.

AI-generated
Offering

Products & services

Industry:Financial Services
✓ Offered7
Confidential Data Services
Confidential Data Services for institutional investors with fund holdings: Fund Look Through, Fund Splitting, Costs & Ratios and Regulatory Reporting.
Customized Fund Rating
Customized Fund Rating with holdings-based analysis, in-house ratings, client-specific ratings and valuation methods tailored to client requirements.
Controlled Fund Selection
Controlled Fund Selection for fund selection based on style, risk and portfolio fit; also usable as a second opinion for short or longlists.
Fund Look Through
Fund Look Through with detailed analysis of assets and liabilities, structure and exposure including derivatives and a fund-of-funds breakdown down to the underlying investment.
Fund Splitting
Fund Splitting with a breakdown of a fund into main components and a categorized aggregation of exposure, fully customizable on request.
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Location

Helenastrasse 3
8008 Zurich

At a glance

Legal form
Corporation
UID
CHE-112.261.938
Founded
2005 · 21 years
Last commercial register change
April 7, 2026
Employees
11 to 20

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