Synaptic Fund Research

Synaptic Fund Research offers detailed data and graphing of over 40,000 funds. Designed to add new functionality to Synaptic Product Research, Synaptic Fund Research shares all the benefits of the Synaptic Research platform: automatic saving of research, collaboration with paraplanners, easy compliance checking and zero installation.

• Entirely online
  A browser-based system which requires absolutely no initial installation or updates.
  
• Broad coverage
  Contains all unit trusts/OEICs, life funds, pension funds, and authorised offshore funds.
  
• Easy filtering
  Quick selection/elimination of funds based on data ranging from simple past performance, through quartile rankings, to sophisticated risk metrics such as alpha and Sortino.
  
• Configurable data grids
  Users can quickly build grids containing any selection of data fields, and then sort them in performance or any other order, just like a spreadsheet.
  
• Asset allocation data
  An in-depth view of funds, including geographical and sector analysis, top ten holdings, total number of holdings and aim of the fund.
  
• Ranking
  Tools for building sophisticated weighted ranking of funds, adding together multiple criteria and combining them into an overall quality score for each fund.
  
• Comprehensive graphing
  Synaptic Fund Research provides line charts of performance, plots of risk versus reward, asset allocation, stochastic projections, sector positioning, portfolio projections, and many others.
  
• Fund fact sheets
  Simple and attractive overviews of all key data about a fund, saveable in Adobe PDF form.
  
• Check availability
  See which platforms a fund or basket of funds can be bought through.

Click here to request a demonstration.