Synaptic Fund Research

  • Entirely online:
    A browser-based system which requires absolutely no initial installation or updates.
  • 100% coverage:
    Contains all unit trusts/OEICs, investment trusts, life funds, pension funds, and authorised offshore funds.
  • Ethical:
    Highlight only those funds satisfying the client's ethical views. Includes screening methods, research methodology, investment monitoring and shareholder advocacy & engagement information.
  • 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 Sharpe ratio.
  • 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.
  • 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 or contracts a fund or basket of funds can be bought through.