Can I create mutual fund analysis and factsheets?

Synaptic maintains a list of all the fund links available on investment contracts. This information can then be used for a wide variety of analysis and reporting:

  • List all the funds available on a specific contract (including wrap platforms).
  • List all the contracts through which a specific fund (or basket of funds) can be bought.
  • Research only those contracts which meet asset allocation criteria and a client’s attitude to risk.
  • Eliminate contracts which do not meet performance criteria (either raw performance, or risk-adjusted measures such as alpha).
  • Rank contracts based on performance criteria.
  • Generate fund factsheets.