Managed Funds Research & the Workbench

The Workbench allows you to quickly access products you have selected in the research libraries in other areas of the site.

As you move funds to the Selected area of the Managed Funds research page, they will automatically be added to your Workbench

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The Workbench is accessible site wide so if you are later in another tool, such as Quantitative Analysis you can quickly access the funds to run calculations.

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From the Workbench you can select to download the research reports for all products showing in your Workbench as one file, or save as a Product Group which can be monitored for rating updates.

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