MJ Hudson announces creation of FidesIQ, a joint venture to establish a new investment performance reporting tool

4 November 2021

FidesIQ will provide an innovative tool to help institutional investors improve the way they monitor and evaluate the success of their investment decisions

FidesIQ will develop a tool to help strategic decision-makers within pension schemes improve the way they monitor and evaluate the success of the investment decisions they make and the advice they receive. Users of FidesIQ will be able to compare the outcome of decisions they have made against benchmarks which accurately reflect their original objectives on a regular basis and in a fully tailored manner, through a low cost and easy to implement online tool.FidesIQ will develop a tool to help strategic decision-makers within pension schemes improve the way they monitor and evaluate the success of the investment decisions they make and the advice they receive. Users of FidesIQ will be able to compare the outcome of decisions they have made against benchmarks which accurately reflect their original objectives on a regular basis and in a fully tailored manner, through a low cost and easy to implement online tool.

FidesIQ was conceived by Sarah Smart, who has spent over 20 years in the investment management and pensions industries in a variety of different roles including acting as an independent trustee on several major pension schemes. Sarah is highly respected within the pensions industry and has won many accolades for her innovative approach to pensions.

The company is also pleased to announce that Magnus Spence has joined as a director to help oversee the launch and development of the FidesIQ tool and customer base. Magnus has 30 years of experience in data and analytics in the institutional investment sector, most recently as co-founder of Spence Johnson, which was sold to Broadridge where he has worked for the past four years.

This joint venture follows the December 2020 acquisition of fund performance analytics firm, PERACS, and of risk management and reporting automation specialist Clarus Risk in June 2021. The acquisition further extends the data and analytics services provided by MJ Hudson to its clients. MJ Hudson can now support its fund manager and investor clients with data, analytics, benchmarking and reporting across risk, investment performance, investor relations, and ESG.

Source: MJ Hudson