Members

openfunds is supported by a community of financial institutions, service providers, data vendors and technology firms that collaborate to develop and maintain the openfunds standard.

Through their participation, members contribute practical expertise from across the investment industry and help ensure that the standard reflects practical market needs and regulatory developments.

The openfunds association recognises two types of membership: Active Members and Affiliate Members.

Organisations that need to exchange fund data are also welcome to use the openfunds fields and definitions without becoming members. The use of the standard is free and without obligation.

Active Members

Active Members form the core of the openfunds community. They actively support the development and maintenance of the openfunds standard and contribute to the initiative through their expertise and an annual membership contribution.

Active Members participate in working groups, provide feedback on proposed enhancements to the data model and contribute to shaping the future evolution of the standard.

Membership is open to organisations across the financial ecosystem, including asset managers, fund administrators, distributors, data providers, technology firms and other market participants that support the mission of improving the efficiency and transparency of fund data. The annual membership fee of the active membership is CHF 3000 (or the equivalent in EUR, GBP, or USD using current exchange rates).

Benefits of Active Membership
Participation in the development of the openfunds standard, including involvement in working groups and discussions on new field definitions and data concepts.
Early visibility of upcoming changes and enhancements to the data model and technical framework.
Direct exchange with industry peers across the fund ecosystem, including asset managers, distributors, service providers and technology firms.
Opportunity to contribute expertise and market perspectives, helping ensure that the standard reflects practical industry needs.
Invitation to attend the Annual General Meeting of the openfunds association.
Voting rights in the association, allowing members to participate in important governance decisions.
Possibility to create and use internal fields, enabling organisations to extend the openfunds framework for internal use while maintaining compatibility with the standard.
Recognition as a supporter of open industry data standards, demonstrating commitment to improving transparency and efficiency in fund data exchange.
Visibility on the openfunds website as part of the community supporting the initiative.

Interested in becoming an Active Member?

If you want to join the association as an Active Member, we invite you to submit a completed and signed membership application form to businessoffice@openfunds.org

In accordance with the Articles of Association, applications for Active Membership are subject to confirmation by the Board of Directors. Once approved, your organisation’s name and logo will be published on this page as part of the openfunds community.

Affiliate Members

Affiliate Members are organisations that share the mission of openfunds and collaborate with the association in promoting open data standards and industry transparency.

This category is intended for non-profit organisations, industry associations and similar initiatives whose objectives are closely aligned with those of openfunds.

Affiliate Membership is granted by invitation and does not involve a membership contribution. You can contact us at businessoffice@openfunds.org for any questions.

Active Members

Affiliate Members