PRODUCTS

Portfolio Comparison

MULTIPLE/INDIVIDUAL FUND & PORTFOLIO COMPARISON

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We are delighted to offer a brand-new feature to complement our award-winning tool set. Introducing Portfolio Comparison.

This fund research tool allows you to research over 70,000 Pension and Investment Funds at any one time.

This essential tool illustrates which available funds meet your individual specified criteria, choosing from:

Fund Performance
Morningstar and OBSR Analyst Rating
Fund Risk Rating
Fund Size and Charge
Fund Due Diligence
Portfolio Management
Fund Attributes including:
– Fund of Funds –Multimanager Funds
– Ethical Funds
– Tracker Funds
– UCITS Enabled – Funds regulated at European level
– Environmental Focus
– ESG Focus – Environmental, Social and Corporate Governance
– Sharia Focus
– ISA Enabled

All subscribers to SELECTAPENSION are automatically given full access to all the enhanced Fund Research available, which may be used as a standalone or integrated tool.

INCLUDED IN PACKAGES:

DOWNLOADS:

Email us for a sample report

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INTEGRATED WITH:

FEATURES

Quick, concise client facing reports showing portfolio information
Compare multiple portfolios side by side (up to 3)
Past performance shown over your required term and all portfolios
Review performance on screen with a Benchmark included on screen
Include Morningstar Fund factsheets and X-Rays if required
Include data points such as Alpha/Beta/Sharpe ratios on screen and in the report
Produce Asset allocation charts and Geographical region coverage for the report
Any portfolios added can be used across all tools, via the upload or fund research option
All data is available on screen and in the report