analysis FUND - Financial software, data, analytics and … THOMSON REUTERS FUND SCREENER GIVES THE...
Transcript of analysis FUND - Financial software, data, analytics and … THOMSON REUTERS FUND SCREENER GIVES THE...
THE THOMSON REUTERS FUND SCREENER GIVES THE POWER AND FLEXIBILITY TO FIND THE RIGHT FUNDS FOR YOUR CLIENT’S INDIVIDUAL INVESTMENT OBJECTIVE.
Access professionaldata provided by Lipper, aThomson Reuters company. Profit from:
Individual fact sheet creation
Quick search
Advanced screening
Sophisticated fund comparison for a variety of criteria, such as:
PerformanceTotal net assetsRisk ratiosTop holdingsLipper Leader ratings
Customization possibilities to integrate individual content
Portfolio integration and portfolio hypothetical calculations
Fund AnAlysis
Narrow down more than 130.000 mutual funds and ETFs offers by building customized screens using criteria such as fund family, Lipper leader rankings, investment objectives, performance indicators, load type, tax efficiency, risk criteria and many more. Save screening criteria forfuture reference, too.
FUND|analysis
Mutual fund and ETF quick search | Narrow down your investment choices and save time by screening them. Sort the market on your terms and find the invest-ment products you are looking for.
Watch list | Create multiple watch lists from the search results obtained. Use watch list functionality for powerful comparison and calculation of hypo-theticals. Add additional funds to your existing watch lists.
Advanced screening | Automatically filter over 130.000 mutual funds or ETFs with more criteria including fund objective, top holdings, performance history, Lipper leader rating, risk ratios and many more. Enter any investment criteria and have our system locate possible positions for investment choices.
FUND SCREENER
save screening criteria | Save criteria choices for future reference instead of recreating search parameters on every visit. Easy accessibility of saved screens through the intuitive fly out menu.
Key characteristics
Fund attributes
Fees & expenses
Management information
Performance
Risk ratios
Lipper leaders
Available criteria are among others:
Easy access of watch list and saved screens through intuitive flyout menu
Real time drill down according to criteria set
Fund family Fund name Fund code
search on the spot for:
Compare
Invesment growth
Top holdings
Performance
Risk-return
Comparison functionality is available in both, chart view and table view.
investment growth | Compare the total net assets of funds and analyze what funds are increasing in investment and which funds are not. All data since in-ception day is available.
Top holdings | Compare the top ten holdings of each fund sorted by asset classification and percentage of the total investment exposure of the fund. Screen for funds that either include or exclude a certain equity in its top hold-ing.
Performance | Retrieve historical time series for all funds available and com-pare against a multitude of bench-
Alpha
Beta
Sharpe ratio
Teynor ratio
Information ratio
Sortino ratio
SRRI
Tracking error
Value at risk
Synthetic risk & reward indicator
COMPARISON
Fund code classification customizable according to country specifics
Easy benchmark comparison with favorite listings functionality
marks. Any benchmark can be added on the spot. Compare up to five funds in one chart. Hovering over the chart date will display detailed information of the performances.
The table view enables comparison of up to five funds. Get even deeper in-sights by the column display of a mul-titude of performance data. Additional table views such as lists for fees & ex-penses or risk ratios can be added.
Risk-return | Analyse the risk-return ratio that compares return and volatil-ity of a multitude of funds. Additional benchmarks can be added. In the ta-
ble view the following risk ratios can be compared among others:
and more...
Visit thomsonreuters.com for more information or contact your representative.
Lipper, a Thomson Reuters company, is a global leader in supplying mutual fund information, analytical tools and commentary. Lipper’s benchmarking and classifications are widely recog-nized as the industry standard by asset managers, fund companies and finan-
cial intermediaries. Our reliable fund data, fund awards designations and ratings information provide valued in-sight to advisors, media and individual investors.Well-informed investment decisions are made with accurate, insightful and
timely fund data and analysis offered in Lipper products and services. With over three decades of fund analysis ex-perience, supported by the resources and knowledge of Thomson Reuters, Lipper provides unparalleled expertise and insight to the funds industry.
FACT SHEETS AND FUND DETAILS
Retrieve a PDF report on the fund details including legal information such as desired disclaimers. Fund fact sheets are available in all languages and can be generated according to your preferences.
Chart performance & benchmark comparison
Fund objective
Fund investment strategy
Dividends
Fees & expenses
Quartile ranking
Risk ratios
Performance analysis
Lipper leader rating
INVESTMENT DECISIONS (Hypotheticals & Portfolio)Analyze the growth of any invest-ment within just a couple of mouse clicks. Define retirement plans and let customers look brightly in the future. Import portfolio details and expose them to “stress-test” calculations such as worst case and best case scenari-os. Compare the client’s performance against any other fund performance and maximize returns.
DATA
Our fund screener is fully custom-izable and allows customization in the backend functionality, such as integration of client data. The “look and feel” is also fully customizable according to your preferences. All languages are supported. Individu-al modules can also be incorporat-ed in your web layouts.
Individual fact sheet generation
Fully customizable look and feel
Integration of client data and content
Modular integration
Data import and export
CUSTOMIzATION
The fact sheet and fund detail view in its basic version includes data for the following criteria:
Ad-hoc comparison and hypothetical calculation available