Create your company’s profile. Network with insurers, asset managers or your distribution network by sending invitations to ask for or grant access to fund data.
Select and control the access granted to other parties for each ISIN code. Avoid signing additional NDAs: confidentiality is guaranteed by Terms of Use of TEEPI.
For TPT & EPT files, free upload of files on the platform, annual subscription for download. For EMT files, annual subscription for upload, free download for recipients. Save resources, time and money: TEEPI, the most efficient way to exchange data.
TEEPI promotes the exchange of standardised EU templates for easier reporting. TPT, EPT and EMT are endorsed by the financial industry: EFAMA, and several local asset management associations across Europe.
TEEPI (Tailored Electronic Exchange Platform for Investors) was designed as a data exchange network to simplify and boost relationships between financial institutions & asset managers, as well as distributors and other actors of the regulatory landscape.
Create your own company page and centralise your file distribution. Easily find, invite and follow your investors on TEEPI. Receive report requests and invitations from your institutional clients and grant them access per share class or per fund. Efficiently disseminate data for distributors and other regulatory actors.
Broadcast and collect files through a single secured platform. Disseminate your data directly to your clients, thus ensuring data integrity. Receive all files for your funds of funds, from your connections with other Asset Managers.
Easily connect with Asset Managers, find them on TEEPI or invite them to register for free and increase your portfolio coverage. Download your ISIN code list to make connections or easily set up or update of your investment perimeter. No further NDAs are needed to subscribe to the files you wish to receive.
From your own company page, view all your reports at a glance. Manage your data collection from a single platform from anywhere, only download what you need when you need it. All the reports you download are standardised and easy to consolidate. Set up automated reception of custom files (content, format, frequency).