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Firms who subscribe to both the product and fund modules of Synaptic Research have a choice: you can either use the Fund Picker as a quick and simple way of selecting the funds to recommend on a contract, or you can use the Fund Research link in or...
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Fund research works in almost exactly the same way as research into products such as term assurance, investment bonds, annuities etc. Mutual funds are treated as just another type of product, and have an entry (“Fund data”) on the Investments tab o...
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Synaptic Research uses two different types of fund classification in different contexts: Relative past performance figures such as quartile rankings and alpha are calculated in relation to the fund’s ABI or IA sector average. On the Sectors tab ...
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Once you have added fields to the research grid you can change the order of the columns by clicking on the Options link in the top right of the grid, and then choosing the Change field order link. This displays the pop-up window illustrated by t...
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The left-hand side of the grid screen shows all the fields of data which are recorded about the contracts, divided up into tabbed groups.(The fields and tabs which are available depend on the type of contract.) Features tab The first, Featur...
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The final stage in the client-focused research process is to generate documentation for the client explaining which contract you are recommending, and why. N.B. Don’t forget that the system can be used to generate many other types of “repor...
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A company factsheet shows information about a product provider. It consists of four sections, illustrated by the screenshot below: The company’s description of themselves. Head-office contact details. A list of the products offered by the com...
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Fund research starts at the same filtering/grid screen as product research. The principle is exactly the same as for product research: you can filter funds out by selecting features, and by specifying values for fields on the Stats tab (e.g. remov...
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The Resource Centre is a selection of useful documents, tools, and links to web sites. Its contents are constantly updated in line with industry events, but examples include: Critical illness definitions. Ethical investment informatio...
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You start fund research by choosing one of the types from the Fund Data section on the Investments tab of the Home page. The screenshot below shows this tab with the fund section highlighted. You then have the option...