Fund Expert software

Outline-based user interface with Folders & Pages. Make veiwing and organising groups of fund graphs, reports, portfolios, clients, slide show presentations, and research project easier and more intuitive than ever. Create your own folders for each project and organise your work convenietly with drag-and-drop.

Customise client analysis reports and presentations. Combine tables, graphs, your text, and even portfolios on the same page to create powerful, effective presentations, incorporating client information and your firm name and logo by using Fund Expert's desktop publishing and slide show capabilities.

30 Customisable Reports & Graphs. View the included reports or create your own typeset quality, full-page reports and graphs. Customise your own reports with drag-and-drop editing and our many templates to facilitate your own research and presentations. You can even import outside graphics, such as logos, and other images. Your saved reports will automatically be updated with new data when you receive your next data base.

Create Custom Benchmarks and "Portfolio Funds". They can represent the weighted average of each of the indices or funds in your portfolios. Then, graph and compare them against other funds, indices, and each other.

Portfolio Analysis & Tracking. Set up any number of portfolios and the Fund Expert will compare their performance with other funds, indices, or portfolios, and will monitor their exact value with every issue of your subscription.

Filter and rank funds according to your exact criteria. Build custom filters to display only funds matching criteria you choose, such as fund type, management fees, risk, and performance. Automatically track funds that beat market indexes you choose, like the FTSE All Share Index. Calculate averages for any number funds.

The Winners Wizard finds the best performing funds in each investment objective category with a few clicks.

Standard & Poor's Fund Expert offers:

Comprehensive Fund data. Authoritative and accurate information from the recognised, leading source of investment data with the performance of over 70,000 funds since 1962.

If you are a new investor, you may start simply by ranking (sorting) the data by the year-to-date, 1, 6, 12 month or 3 year return columns, and also by the Ratings columns, to see which funds are at the top. You may also try the Winners Wizard, which helps you find the best funds in each category. As you get to know the programme, you will learn how to isolate funds that meet specific conditions.

Fund Expert allows you to choose and evaluate the factors you believe are most important in measuring and analysing fund performance, and then to isolate the funds that meet those criteria. Any portion of the data can be reported in a variety of ways, either displayed on screen, printed, graphed or exported for further manipulation or analysis to other applications.

Fund Expert is a comprehensive reference source of fund data and a powerful software tool to help you choose, analyse, and track the funds that are best for you.

Fund Expert is a comprehensive reference source of fund data and a powerful software tool to help you choose,