Simfund PRO, 7.0: Distribution Data Enhancements –

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Presentation transcript:

Simfund PRO, 7.0: Distribution Data Enhancements – New Features & Functionality January 2013

Simfund 7.0 – New Features & Functionality In the Distributor Analysis & Channel Analysis Views, you can now bring in Industry Assets and Flows (SI) combined with new data from Access Data (AD) New SI data stored under Choices -- Assets, Flows & Sales -- Fund Assets & Flows Industry Total Assets and Industry Net New Flows (SI)

Simfund 7.0 – New Features & Functionality Analyze distributor or distribution channel assets and flows versus Industry assets and flows within a peer group Distributor Assets and Flows vs. Industry Assets and Flows within Morningstar Large Value category as of Dec ‘12

Simfund 7.0 – New Features & Functionality In the traditional views (Industry Analysis, Manager Analysis, Fund Analysis, Fund of Funds, and ETF Funds), you will now be able to analyze your firm’s assets and flows, and your firm’s share of total assets within the peer group if you have My Funds Analysis enabled New SI data stored under Choices -- Assets, Flows & Sales -- Fund Assets & Flows My Fund Total Assets and My Fund Net Flows (SI)

Simfund 7.0 – New Features & Functionality Analyze your firm’s assets, share of assets and flows versus SI assets and flows in any of the existing the traditional views My Assets and Flows vs. Totals Assets and Flows within Morningstar Large Value category as of Dec ‘12 in the Fund Analysis View New MY% feature to see your firm’s share of assets versus SI assets. Feature is found in the My Fund Total Asset data point under the summarized by section when adding or editing a column