Product Groups - overview

Product Groups can be useful if there is a group of products you monitor or need to access information for on a regular basis, for example your APL.

You may also have Company Product Groups saved on your profile, dependent on your subscription. These are managed by your organisation/ dealer group and are normally your APL.

 

Creating a product group

The easiest way to create a product group is via each Research Library, alternatively you can go to the Product Group page from your profile menu. More...

 

Managing your product groups

You can manage your product groups - add or remove funds, duplicate the group from the My Product Groups page. More...

 

Using your product groups

Once you have saved a product group you can easily access them from each Research Library or Quantitative Analysis and Portfolio Construction areas. More...

You can set Product Groups up to receive email alerts when a rating changes for a product saved in the group. More...

 

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