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You can see which contracts a group of funds can be bought through using the Availability link in the menu bar. This link is displayed on both the filtering and ranking-results pages. Clicking on the Availability link displays a pop-up window w...
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You can view a factsheet for an individual contract simply by clicking on its name in the grid (clicking on the company name displays a factsheet for the provider). The contract factsheet is illustrated by the first screenshot, and can be saved in P...
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Designated users have the ability to mark research as shared so that it can be imported by other users. You mark research as shared simply by clicking on the not shared link on the menu bar. You can stop sharing the research by clicking on the link...
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The performance vs. volatility graph shows a plot of a fund’s annualised performance (on the X axis) versus its volatility over the same period (on the Y axis). The graph is most useful when comparing multiple funds rather than a single fund, as i...
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When you first start research into a product type, the filtering screen shows only the company and name of each contract. This is illustrated by the first screenshot below: You can add any number of data fields to this grid, as illustrated by th...
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For most types of product, the system offers a choice of two Report Manager Templates (in addition to any bespoke ones your firm has created): Template Contents Research Report An appendix to a full suitability repor...
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The portfolio composition graph shows how the split of investments in a portfolio changes over time as a result of each fund performing differently. It is particularly useful in helping clients to understand that asset allocations need t...
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You can generate suitability reports for fund research in exactly the same way as for product research: you use the Report link on the menu bar of either the filtering screen or the ranking screen. As ever, it is worth bearing in mind that...
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The filtering screen provides access to a wide variety of functionality. The key parts of the screen are illustrated by the numbers in the screenshot below, and are described below. 1. The menu bar Like all other pages in the...
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No. You need an internet connection to use Synaptic Research. (This guarantees that you always have access to all your work, regardless of which computer you did the research on, and that you are seeing the latest product and data. It also ensures t...