Issuers you hold positions in are matched to the Global Company Database (GCD) via the results details view. This pulls information automatically for form population, issuer filing email addresses and from denominator websites.

There are currently three ways FundApps use your position file data to match your results to GCD (in this order).

If you provide the issuer's LEI in your positions file, FundApps will use this to match directly to the GCD. In such cases, when you open up the result details, you will automatically see the match and be able to link straight to that GCD record from the result details.

Note: Because we have an exact match, it is not possible to override the GCD record to which the issuer has matched. If the LEI you have provided is incorrect, you should look to update this in your positions file.

If you do not provide the issuer's LEI, FundApps will try to match using the ISIN of the instrument(s) in the result. Integrating with ANNA, FundApps has over 4.5 million ISINs in the GCD. If your result contains multiple ISINs, FundApps will look through each to find a match.

FundApps will display the company's Legal Name and LEI for a match made by ISIN in the result details view.

In the edge case where your result contains multiple ISINs linked to different GCD records, FundApps will list the different GCD records that have been matched so you can select the correct one.

If you do not provide the issuer's LEI, and FundApps is unable to match with ISIN, FundApps will use the IssuerName property from your positions file and try to make an exact match. If that fails, Fundapps will find the best match with a record in GCD. If there are many companies with a good match, FundApps will show a list of the GCD records, and you can then select the record the company should be matched to.

Note: This match will persist and be effective for all historic and future results for that issuer. If you have selected the wrong GCD record, you can change it, and FundApps will tell you that another user in your environment had previously selected the GCD match.