Successful fund selection requires skill, experience and intuition. In order to scan the market and choose the right funds, you need reliable and timely data, plus a range of analytical tools that will facilitate fund selection.

Financial Express Analytics data universes are updated daily and are comprehensive, giving you full access to unit trusts and OEICs, pension funds, life funds, offshore funds, investment trusts and equities.

Analytics includes the IMA/ABI fund sector universes and sector performance averages, with quartile, percentile and absolute rankings, or you can create your own composite benchmarks. A full complement of market indices is available – including Adviser Fund Index, FTSE, S&P and MSCI – and all these benchmarks can be used in charts, tables and portfolios.

All the major asset classes are represented for benchmarking, filtering, and analysis.

Financial Express pioneers online technology for the UK fund sector and Analytics is no exception. From a simple list-building tool that helps you refine your search, to portfolio modelling and optimisation techniques, Analytics is the leading fund selection package for professionals.

Portfolio modelling

Whether you believe in strict asset allocation, or pure fund selection, or a balanced combination of these techniques, Analytics will empower you to research and analyse UK and offshore funds in search of the portfolio that will produce the right results for the client.

Adapting the best of our technology from the institutional market, Analytics features advanced portfolio construction and optimisation tools, monitoring and tracking functions, live data interrogation and factsheet analysis.

Dynamic portfolio analysis

This module allows you to track historic changes to a portfolios construction. Highlight the value of active portfolio management comparing against the original allocation using Analytics powerful charting capabilities.

• ‘What If’ scenario capability
• Analyse full history portfolios
• Highlight the power of fund switching based on asset allocation

Analytics factsheets

Analytics provides fund and equity factsheets, including investment objectives, fund manager biographies, fund and sector performance summaries, dividend histories, portfolio holdings, geographic weightings and sector asset allocations.

Comparison and analysis

Analytics offers an advanced suite of sophisticated tools and features further to compare and analyse the most timely fund data.

Building tables of performance data, analytical ratios and factsheet information is fast and easy. You can customise the appearance and ranking of the table, include quartile, percentile, decile and absolute rankings, export the data using CSV and XML formats, and generate PDF documents. All tables can be saved and retrieved and updated later.

The line chart, scatter chart and technical charting options enable you to produce insightful and professional analysis. You can use whole of market, or standard sectors, or custom lists, across any time line.

The scatter charts, also integrated with performance and ratio tables, allow you instantly to plot the measures of choice (eg performance against risk) for a completely interactive analysis of funds and clusters.

Composite benchmarks

Create composite benchmarks using funds, sectors, indices, asset classes, portfolios or any combinations of these instruments.

Presentations & reports

Analytics is a powerful and instant research package with a range of output options - from charts, tables, factsheets and portfolio analysis - to help you create professional internal documents, client presentations and reports, and marketing literature.

fig. 1. analytics portfolio - scan

fig. 2a. analytics fund factsheet

fig. 2b. 2c. analytics fund factsheet

fig. 3. heat map table