- Bridgewise’s innovative Fund Analysis solution allows for holdings-based analysis, delivering detailed insights into fund risk and performance.
- The solution provides institutional investors with a unique, interactive platform to explore investment options and make informed buy/sell decisions.
- Bridgewise has appointed Deborah Fuhr, an award-winning ETF industry veteran, to its advisory board, enhancing the company’s network and credentials in the ETF sector.
New Delhi, India, 10 July 2024 – Bridgewise, a leading financial research intelligence platform, has announced the launch of its new fund analysis solution, designed to provide an unprecedented level of detail into funds and their underlying assets. Leveraging advanced AI, including machine learning and sophisticated language models, Bridgewise enables in-depth analysis of fund holdings, past performance, and fee structures, covering nearly 90% of the market’s funds. This innovation addresses the long-standing challenge of insufficient data for analyzing the risk and performance of funds with unknown underlying holdings, offering institutional investors greater accuracy in their investments.
In conjunction with this launch, Bridgewise has appointed Deborah Fuhr, managing partner and founder of ETFGI, to its advisory board. With nearly 30 years of experience in exchange-traded funds (ETFs) and investment strategies, Fuhr’s insights and strategic vision will support Bridgewise’s ongoing innovation and expansion.
ETFs, mutual funds, and similar investment vehicles have surged in popularity, with ETFs experiencing a 24% annual growth globally in 2023. In APAC, the ETF industry hit new milestones in February 2024 with $846.38 billion in investments, surpassing previous records. Despite this growth, less than 20% of global securities are covered by professional analysts, making comprehensive analysis crucial for informed investment decisions.
Bridgewise’s new Fund Analysis solution utilizes dual AI technologies: machine learning for global equities analysis and a custom Micro Language Model (MLM). It deconstructs funds into their constituent assets, offering detailed analyses and buy/sell recommendations. Additionally, Bridgewise provides multilingual analysis, breaking down barriers for global funds, especially in Asia, where diverse company structures and language differences have deterred foreign investors.
Gaby Diamant, Co-Founder and CEO of Bridgewise, stated, “Until now, fund analysts faced an insurmountable challenge. Analyzing each asset in popular funds, some containing thousands of stocks, would take a human analyst a year or more. Our AI technologies allow for unprecedented fund analysis depth and universal coverage, delivering detailed analyses and buy/sell recommendations for individual stocks in the fund. This showcases AI’s potential to bridge the gap between data availability and insightful analysis, fostering a deeper understanding of market dynamics and investment opportunities.”
Deborah Fuhr, managing partner and founder of ETFGI, added, “ETFs are increasingly popular among retail investors and financial advisors globally, offering simple, liquid, transparent, cost-efficient, and diversified exposure to markets. At the end of May, our research indicated the global ETFs industry had 60 months of consecutive monthly net inflows, with assets reaching a record $12.89 trillion. Bridgewise is addressing the need for detailed information about mutual funds and ETFs, empowering retail investors to make fully informed decisions.”
For investors, the new fund analysis solution offers a unique experience with interactive elements, contextual ratings, and features designed to align investments with their goals. Key features include:
- Holdings Analysis: Detailed insights into every underlying asset and fund holdings distribution across sectors, countries, exposure, and other factors.
- Alternatives Analysis: Interactive comparisons of alternative funds, aiding investors in choosing the right option.
- Buy/Sell Recommendations: Regulatory-compliant recommendations for every analyzed security.
- Category Benchmarks: Contextualized industry metrics with graded comparisons to category benchmarks, accessible to investors of any experience level.
- Asset Discovery: Guidance to additional underlying assets within the fund, unveiling further investment opportunities.
