Fundscreener, Partner of the Championnat des Experts du Patrimoine 2026
Updated in October 2026 — Written by Les Experts du Patrimoine
Fundscreener: an innovative platform for analyzing and selecting investment funds
The Fundscreener platform was designed to help wealth management professionals, investors, and analysts in their fund selection and analysis processes. At a time when the range of investment funds continues to expand and the volume of financial data is increasing considerably, Fundscreener provides a digital environment enabling users to explore, compare, and analyze funds more quickly and in a more structured manner.
The platform relies on advanced search algorithms and a particularly rich database. It provides access to several tens of thousands of funds identified by their ISIN codes and analyzed through numerous financial and extra-financial indicators. In total, several hundred data points are integrated into the platform to offer users a detailed view of each fund’s characteristics: performance, risk level, geographical or sector exposure, as well as ESG criteria.
One of Fundscreener’s major strengths lies in its advanced filtering tools. Users can build their own selection criteria to quickly identify funds that match their investment strategies. This approach enables users to compare different investment solutions according to specific parameters and obtain a clearer view of the opportunities available in the markets.
Beyond simple performance comparison, the platform also offers more in-depth analyses designed to understand the structure and positioning of the funds studied. Users can examine different risk indicators, analyze market dynamics, and assess the strategies implemented by asset management companies. Monitoring tools also enable users to create lists of favorite funds to track their evolution and performance in real time.
Fundscreener also integrates functionalities designed to facilitate the due diligence work of investment professionals. Documentation associated with funds, information relating to asset management companies, and market data can be centralized within the platform, thus offering valuable time savings in analysis and selection processes.
As part of the Championnat des Experts du Patrimoine, Fundscreener offers a selection of funds from partner asset management companies, enabling investors and wealth management professionals to more easily identify relevant investment strategies. Fund analysis and research platforms play an essential role in understanding markets and building coherent portfolios. By facilitating access to data, documentation, and funds offered by its clients, Fundscreener helps strengthen the analytical and educational dimension of the championship.
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