We continue to witness technology innovation within the Investment Management industry with the introduction of two new tools. One such tool targets financial advisors, Morningstar and mutual funds while the second tool addresses a need of Exchange Traded Fund (‘ETF’) providers.
Read on to find out more… and let me know what you think of these two new tools by leaving a comment!
Fund Evaluation Tool: Challenging Morningstar to provide new mutual fund evaluation tool to individuals, financial advisors and asset managers
With the launch of FundRevealSM analysis reports from Investment Risk Management Systems Inc., there is now another new tool to explore mutual fund risk, return and positive consistent performance metrics to create mutual fund portfolio strategies. The competitive advantage over a product such as Morningstar 5star rating system is the overlay metric of “persistence” or what FundReveal deems is the positive consistent performance demonstrated by a mutual fund. Showcased on the FundReveal site is a sample report showing how funds such as “INVESCO HIGH YIELD SECURITIES” fund and the “TCW Small Cap Growth” fund would rank between May 2005 – May 2010.
Distribution Channel Transparency: ETF providers can research how financial intermediaries are using ETF products
Access Data Corp., a Broadridge Company, has just introduced an enhanced tool that will be of interest to Investment Managers who are also ETF providers.
For those professionals in sales and marketing at ETF managers, Access Data’s SalesVision® Platform will provide a source of data and analytic tools focused on asset flows, distribution channel trending and market share position against peers. Covering all distribution channels, ‘Market Intelligence’, detailed sales reporting will be possible by dashboard summaries in addition to ad-hoc queries can be used to create on-demand, customized sales reports with statistics, sales and market trends and indicators across ETF products.
Access to the press release from Broadright is provided: “ Broadridge’s Access Data Introduces New Market Intelligence Product for ETF Market“
Which of these tools do you think will have the most impact?
Sep 16, 2010Hi Anthony,
I think the FundReveal application is an interesting tool. Thanks for sharing your comment.
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3:37 pm
FundRevealSM is a new way to approach mutual fund selection. It brings together risk, return, and persistence to select funds that are likely to outperform in the future.