Professional Fund Analysis Made Easy

FE fundinfo, in conjunction with ProfileData, is a leading provider of investment data to the financial services industry, supplying data to advisers, fund groups and financial trade publications.

ProfileData’s solution, Fund Analytics, helps you save time by not having to trawl across multiple data sources. Being truly independent means ProfileData is free from bias and can help you comply with the FSCA’s calls for objective due diligence. Fund Analytics gives you the ability to adopt a whole of market approach with access to over 300 000 financial instruments, including Unit Trusts & OEICs, Investment Trusts, Pension Funds and ETFs.

Fund Analytics is an industry leading research solution for comprehensive fund research, portfolio analysis and reporting. Fund Analytics combines decades of investment data collection expertise with cutting-edge software to help financial advisers and their teams create a robust investment proposition and has been powering investment decisions for over a decade and focuses on providing advisers with an efficient solution to build successful centralised propositions and improve profitability, whilst remaining compliant and keeping costs down.

Supporting your investment process

Whether you build your proposition through the more traditional fund selection route or prefer to outsource, Fund Analytics provides you with the right tools to improve efficiency in each stage of your investment planning process. The wide variety of research, modelling and reporting tools available on Fund Analytics can help you optimise your investment selection, conduct objective due-diligence, and demonstrate the value of your service in streamlined, fully compliant and profitable manner.

Investment Research

  • The powerful fund filter tool allows you to easily browse through 300 000 financial instruments to shortlist funds, sectors or managers accordingly to your selection criteria.
  • Conduct meaningful analysis on your shortlist by reviewing extended performance data, ratios, volatility, manager information, fees, asset breakdown, reginal breakdown, peer group comparisons and more.
  • Access the FE Crown Fund Rating, FE Alpha Manager Rating, FE Risk Scores, RSM, Morningstar ratings and more at no additional cost.

Portfolio Analysis

  • Build client portfolios from scratch using the Fund Analytics Dynamic Portfolio Builder tool.
  • The historic capabilities of the tool allows you to mark fund switching and to assign full portfolio weightings.
  • Conduct comprehensive portfolio comparisons to highlight the value of your recommendation against client’s current portfolio, benchmarks, funds and more.
  • Review and conduct objective analysis on your Discretionary Fund Manager and Model Portfolio data.

Communicate your investment research to clients

  • Use a wide variety of presentation tools including dynamic charts, tables and graphs to present information to clients in an easy to understand format.
  • Create bespoke portfolio reports using the Custom Portfolio Report Builder to suit your specific requirements.
  • Export ‘short, medium or long’ portfolio scans with a comprehensive range of details on your portfolio including individual factsheets, asset breakdown, performance and more.
  • The bespoke portfolio reports and scans can be white labelled to suit your brand and maintain professional standards.
  • All portfolios saved on our systems reflect current prices – allowing you to easily automate client reviews.

To find out more about Fund Analytics, contact Tracey Wise on 079-522-8953 or [email protected]

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