At a time when digitalization is profoundly transforming the world of asset management, Atonra Partners—a Geneva-based asset management firm authorized by FINMA and a pioneer in thematic investing—is taking a new step forward with Fundy.
Atonra Partners Launches Fundy: Democratizing Institutional Wealth Management
Geneva, Switzerland – Atonra Partners, a FINMA-authorized asset management firm with over two decades of expertise in thematic investing, unveils Fundy, a revolutionary platform for creating and optimizing investment strategies that puts institutional-grade portfolio management tools at the disposal of financial advisors and wealth management firms.
Bridging the Wealth Management Gap
The wealth management industry faces a critical divide. While high-net-worth individuals benefit from sophisticated institutional tools and dedicated teams, the vast majority of investors—representing trillions in assets—are left with either basic robo-advisors offering simple ETF allocation or traditional advisory services where professionals spend a significant portion of their time on research and reporting
Fundy bridges this gap by offering capabilities that previously required entire teams of managers and analysts.
About Atonra Partners
Founded in 2004 and based in Geneva, Atonra Partners invests in eight active thematic strategies covering technology, healthcare, and clean energy. The firm’s proprietary research methodology combines in-depth scientific and industry analysis with advanced financial modeling, positioning Atonra as a pioneer in thematic equity investing.
Fundy was born out of Atonra’s internal operational challenges in managing complex thematic portfolios and risks, where the team recognized that the sophisticated tools developed in-house could revolutionize wealth management for a much broader audience.
The Fundy Platform is built on 3 pillars
Fundy’s architecture is built on three integrated technologies:
- 1Professional Portfolio Optimization: Fundy uses the same mathematical tools as major institutional investors to build balanced portfolios. The platform automatically manages your investments based on your personal goals and constraints.
- Access to Analysis of All Publicly Traded Companies: Each investment in the portfolio comes with a detailed analysis explaining the company’s key factors and important financial indicators. You can easily understand what you’re investing in.
- Creation of Innovative Thematic Portfolios: Fundy identifies hidden links between different investments through data analysis. The technology detects emerging trends and automatically finds the companies that will benefit the most. The platform then offers ready-to-use thematic portfolios.
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Turn ideas into investable portfolios in just a few clicks
For wealth managers and asset managers, Fundy represents a fundamental shift in how they serve clients:
- Enhanced Client Service: Advisors free up time typically spent on research and portfolio construction, redirecting it toward client relationships and strategic planning. Clients receive institutional-quality portfolios with comprehensive documentation explaining each decision.
- Strategic Flexibility: Advisors can develop fully customized strategies aligned with each client’s values, risk tolerance, and financial goals. Whether building ESG portfolios, thematic allocations, or traditional balanced strategies, the platform adapts to any investment philosophy.
- Power for All: Small firms gain capabilities previously exclusive to large institutions, while large firms can standardize best practices across their network of advisors without sacrificing personalization.
In summary:
Fundy is a game-changer in wealth management. The platform offers professional tools typically reserved for large institutions, while delivering innovations that even experts don’t have.
For advisors looking to stand out, managers seeking rapid growth, and discerning investors: Fundy democratizes excellence without compromise.
