Managed Funds Research Features

Overview

Search and select managed funds to:

  • view and download reports and data (Tabs / PDFs)
  • create Product Groups / APLs
  • review further using the Quantitative Analysis tool
  • build portfolios

 

Key Features

1. Search

  • Search for funds by name / APIR code and/or using filters
  • Search for multiple funds in a single search using APIR codes (copy and paste from excel, word etc.)

2. Reporting

  • Access PDF Reports and data from report Tabs
  • Build and schedule to receive custom reports from the data available (choose what information to display)
  • Download reports to Excel, Word and PDF
  • Download groups of Profile and Advanced Profile reports in a single file

3. Actions

  • Transfer selected funds to the Quantitative Analysis tool for further assessment
  • Create Product Groups / APLs from selected funds
  • Select funds to build a portfolio
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