For local and foreign investment managers

Position your product among 1,700+ mutual funds, on one screen.

Research and product teams stopped collecting competitor performance from multiple sources. Six asset classes, 40+ analytical modules, Infovesta Scoring as an independent comparator, and an AI assistant that screens candidates in seconds from real-world data.

Schedule an InvestData demo Request trial access

The demo uses your product and its comparison group; research reports are automatically taken home.

InvestData · Infovesta Intelligence6 asset classes · daily

Ask: “Compare 5 5-star fixed income mutual funds with the lowest volatility, and our product ranks among them.”

ProductsScoringVol. 1YReturn 1Y RD Fixed Income A★★★★★1,12%+6,8% RD Fixed Income B★★★★★1,25%+6,4% Your product★★★★★−1,31%+6,9% RD Fixed Income C★★★★★1,40%+6,1%

Answers are calculated from Infovesta data as of 16 Oct 2026. If the data is not available, the system states it, without an essay number. Illustrative data.

What research, product and distribution teams need

Independent comparators that are also used by banks and securities that sell your product.

Since 2006Infovesta Scoring1–5 stars with gradations of + and −, from Modified Sharpe Ratio, total return, unit growth, and AUM; scoring 6 months to 5 years.

1,700+ productsAll Indonesian mutual fundsPerformance, risk-return map, holdings, AUM and MI rankings, multi-year history.

Mitra BEIIDX-Infovesta Multifactor 28Reference index for factor-based products; history and constituents are available on InvestData.

Data FeedsUsed by banks and securitiesThe NAB and scoring of your product reaches the selling agent via the same API.

Quick check

Does this feel familiar to your team?

Check what happens. The time lost here is time that should be spent analyzing.

Competitor performance is gathered from fund fact sheets, websites, and spreadsheets every week. The product's position against peers is only visible after someone compiles it manually. Weekly research reports and market briefings take up hours of analyst time. Bond, banking and stock data are read on different terminals and sources. The distribution team needs an independent comparison that is also trusted by the selling bank.

Investment manager solution package

Terminals for research teams, APIs for your systems, research for your clients.

Capital market intelligence

InvestData

Stocks: fundamentals, technicals, foreign flows, ownership and KSEI insiders
Mutual funds: performance, scoring, risk-return maps, holdings, AUM and MI rankings
Bonds: yield curve, YTM, duration, fair value, z-score
Multi-factor cross-asset screener; Sharpe, VaR, correlation, attribution
AI assistant: in-depth research and daily market briefings

View InvestData →

Structured data

Data Feeds

NAB, scoring, bonds, shares and indices via API every working day
Log into your database, investor portal, or internal system
The same sources used by banks and securities sellers

Request sample data →

Research automation

Report that compiles itself

Bonds Overview Report, approximately 27 seconds
Bank Comprehensive Analysis, 6 pages
Weekly mutual funds in DOCX format, ready for your team to edit

View sample report →

In the demo

Which you will see with your own products.

Inputs

Your product and its comparison group.

Process

Performance, scoring, and risk are calculated; AI filters candidates according to your questions.

Outputs

Position your products against peers on one screen, with searchable sources.

Report

Automated research reports ready to share with distribution teams and clients.

Results at similar institutions

What's changed for investment managers using InvestData since 2025.

Competitor data collection~~From many sources, every week~~
One terminal, every day

Candidate screening~~Prepared by manual analysis~~
Seconds count, by AI assistant

Research team time~~Collect data~~
Make a decision

Peer comparisons don't need to be redrawn every month — product positions, scoring and returns are available daily on one screen.

Infovesta Research & Product Team

See your product's position against peers

Before the first meeting

The answer to your compliance, IT and procurement.

Data can be searched

Each AI answer relies on existing data and can be traced to its source
Provider of Indonesian capital market data and indices since 2005
ISO/IEC 27001:2022, access rights per role

Integration

Data Feed to your database or application every business day
Automated reports in DOCX, ready to enter the team's editorial pipeline
Web access for research, product and distribution teams

Start wearing

Accounts and roles set up → brief orientation of main modules → usage → assistance on work days
Licenses depend on the number of users; offer within 2 working days

Investment manager questions

What the research team usually asks before the demo.

How does AI avoid wrong answers?

Each answer is calculated from data available on Infovesta; the system selects a tool, calculates, then answers. When data is not available, the system states it, rather than guessing.

How is Infovesta Scoring calculated?

Stars 1 to 5 with + and − gradations, calculated from Modified Sharpe Ratio, total return, unit growth, and funds under management, for a period of 6 months to 5 years. We show the complete methodology during the demo.

Can data enter our system?

Yes, via Data Feed, which sends structured data to your database every working day.

Is there trial access?

Yes, for research teams with work email. Request via the form below; We prepare your account in 1 working day.

Next step

Look at your product among its comparisons.

30–45 minute online demo: your product, peer group, scoring, and one automated research report you take home. Or directly request trial access. No commitment.

1 · We will contact you within 1 working day
2 · Demo or trial account for research teams
3 · License offer according to the number of users within 2 working days