Can I save funds I use on a regular basis?

Yes, the Product Groups area allows you to create and manage saved lists of funds.

If there is a group of funds you monitor or need to access information for on a regular basis, for example your APL, then a Product Group is a useful way of saving these funds so you do not need to search for them each time you are using iRate.

Furthermore, you can set up email alerts for your Product Groups to be notified when a rating changes for a product saved in the Product Group. Leran more here...

You can access your Product Groups from Fund Research, Portfolio Construction and Quantitative Analysis.

Learn more about Product Groups here...

Have more questions? Submit a request


Powered by Zendesk