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Is there a difference between Product Research and Fund Research?

Last Updated: 10/01/2024 in Synaptic Product and Fund Research Product and Fund - Have a Question?

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...
What fund sectors do you have on Synaptic Research?

Last Updated: 10/01/2024 in Synaptic Product and Fund Research Product and Fund - Have a Question?

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 ...
What is the difference between Quick reports and Suitability reports?

Last Updated: 10/01/2024 in Synaptic Product and Fund Research Product and Fund - Have a Question?

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...
How do I create a Company factsheets

Last Updated: 10/01/2024 in Synaptic Product and Fund Research Product and Fund - Have a Question?

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...
Filtering the grid of contracts

Last Updated: 10/01/2024 in Synaptic Product and Fund Research Product and Fund - Getting Started

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...
What is the Resource Centre?

Last Updated: 10/01/2024 in Synaptic Product and Fund Research Product and Fund - Have a Question?

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...
What are the basics of fund research?

Last Updated: 10/01/2024 in Synaptic Product and Fund Research Product and Fund - Have a Question?

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...
How do I start fund research?

Last Updated: 10/01/2024 in Synaptic Product and Fund Research Product and Fund - Have a Question?

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...
How is the portfolio composition graph calculated?

Last Updated: 10/01/2024 in Synaptic Product and Fund Research Product and Fund - Have a Question?

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...
How can I check fund availability?

Last Updated: 10/01/2024 in Synaptic Product and Fund Research Product and Fund - Have a Question?

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...