Behind every fund recommendation, there should be research worth relying on.
Areca Research works for financial advisory firms. It follows the funds on your list week by week, measures them against benchmark and peer group, and tells you clearly where attention is needed.
Weekly brief
The past week in markets and what changed in your funds: performance moves, manager changes, fee changes, mergers and closures.
Every MondayMonthly fund report
Every fund on your watchlist over one month to five years, against benchmark and peers, with risk, costs and a clear research status.
By the 10th of each monthAd-hoc analyses
Fund comparisons, category screenings, reviews of new products and material for your client presentations.
Within five business daysA research calendar you can plan around
Deliveries arrive on fixed dates as PDF, in German or English, for a watchlist of up to 50 funds chosen by your firm.
Weekly brief
2–4 pages on markets and your funds.
Monthly fund report
10–20 pages on performance, risk and costs.
Ad-hoc analysis
3–6 pages answering a specific question.
Why Areca Research
- 01
Independence
Areca does not sell, broker or manage financial products. Research is not shaped by product distribution.
- 02
Consistency
The same methods every month: figures in euros, for your chosen share class, against the benchmark in each fund’s factsheet.
- 03
Transparency
Every figure carries its source and data date. Gaps in the data are disclosed, never filled.
- 04
Close to your advisors
Questions about any report are answered by email or phone, usually within two business days.
A clear status for every fund
Each monthly report gives every fund on your list one of three statuses, with the reasoning behind it.
Unchanged
The fund continues to perform in line with its mandate, benchmark and peer group.
Monitor
A development worth watching, such as a manager change, a cost increase or weaker relative performance.
Review
Reasons to re-examine the fund’s place on your list, set out with the evidence.
Working together
From the first conversation, the first monthly report can follow within about four weeks.
Scope
You share the funds your advisors use and the questions that matter to your firm.
Watchlist
Up to 50 funds by ISIN, your focus topics and the report layouts are agreed.
Delivery
Weekly briefs every Monday, the monthly report by the 10th, analyses on request.
Review
Each quarter the watchlist is reviewed and alternatives are proposed where useful.
A clearer view of every fund on your list
Send the funds you follow and the questions your advisors face. You will receive a reply within two business days.
Let’s talk about your coverage