What is Workbench?

The Workbench saves funds you select in the Fund Research tool or add via the Quantitative Analysis search tool for you to use in other areas of the site.

Where-ever you are in the site you can go to your Workbench and send the products you have previously searched for to another area of the site:

  • Fund Research;
  • Quantitative Analysis;
  • Portfolio Construction; or
  • Save to a Product Group

As you search for new products they will automatically be added to your Workbench.

You can remove funds from your Workbench at any time using the icon to the right of each product or using 'Clear Workbench' to remove all products.

You can download the product profiles and the research reports in one file for all funds stored in your Workbench.

Find out more about this feature here...

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