Environment, social and governance ( ESG ) reporting and fund selection platform Fundrella has launched its renewed platform, designed to transform fund selection and distribution by connecting professional investors and asset managers in one fully digital ecosystem.

Building on its success as an ESG-focused fund selection platform, the platform now integrates both quantitative and qualitative fund data, an expanded document hub, investor and manager directories and artificial intelligence ( AI )-driven market intelligence – streamlining a process that has long been fragmented and inefficient.

For years, professional investors have struggled with inconsistent fund data and a high volume of inefficient in-bound approaches from asset managers, the company explains, while asset managers have had to rely on personal networks for insights in an increasingly competitive market. The platform, the company argues, now “bridges this gap, empowering both sides to interact with speed, transparency and precision”.

With the platform’s fund match engine, investors signal their priorities to asset managers in real time, while instantly comparing funds across 1,000-plus data points in a single, dynamic view. More than 200 ESG-specific data points enable investors to define and refine their sustainability preferences, supporting more precise fund selection.

At the same time, asset managers gain clear insights into the exact needs and expectations of prospective clients – knowledge that not only strengthens client engagement but, over time, contributes to shaping the evolution of the asset management industry.

ESG considerations and financial returns, the company shares, are presented together – no longer an “either/or”, but an integrated perspective where sustainability and performance go hand in hand. AI-generated summaries and a centralized document hub further streamline due diligence.

For asset managers, the platform provides actionable market intelligence on investor interests, pre-trade statistics and sentiment analysis. Sales teams gain a clear view of product gaps, peer benchmarks and positioning opportunities, enabling them to anticipate client needs and enter meetings better prepared.

By combining real-time insights with digital tools, the platform “enhances sales efficiency, supports client retention and helps identify opportunities for new business – giving asset managers a competitive edge in a highly dynamic industry”.

As well, the platform is upgrading its built-in artificial intelligence ( AI ) assistant Ella that continuously scans the institutional and wholesale market to identify positioning opportunities for asset manager sales teams, allowing professional investors to obtain risk and gap analysis as well as faster research support through automated fund document summaries.