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N.B. This graph is very difficult to read with more than one fund on it. It is only really designed to inspect a single fund. The distribution of returns shows the pattern of the fund’s returns each month over the chosen period. The system looks ...
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As described above, we recommend that presets are initially created in personal mode, so that they only apply to you. You then distribute the presets across your firm once you have finished editing them. You can do this by clicking on the Change p...
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Quartile ranking A fund’s quartile ranking is its position within its IMA/ABIsector, based on absolute past performance, over a given time period. Synaptic Research uses two different measures of quartile rankings within its fund factsheets: Cu...
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File-checks allow designated users – usually compliance officers – to inspect the research created by other members of their firm.(This only applies to client-focused research. Product-focused research cannot be viewed in a file-check.) You can sta...
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Preset criteria can only be created by designated users. There are two applicable settings in the details for a user account: Allow this user to create preset criteria for the whole firm. Allow this user to create personal preset criteria. ...
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The Fund Picker is a tool which is available on the list of linked funds for a contract. It is accessible from the page’s menu bar, as illustrated by the screenshot below: The Fund Picker takes the full list of funds which are available on the...
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Synaptic Research provides a wide range of fund graphs, see below. (Please note that firms who have only subscribed to Synaptic Research’s product module only have access to the annual performance graph.) Cumulative performance Monthly premium ...
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Synaptic Research uses mutual fund and index data supplied by Financial Express Limited. Financial Express is a data company which specialises in the collection, validation, dissemination and analysis of fund information. It supplies more than hal...
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When you start new research into a product type, the list on the right-hand side of the screen includes all the contracts held in Synaptic’s database (unless your firm has asked Synaptic to trim the data down e.g. to implement a multi-tie or panel)....
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The Stats tab lists a variety of statistics about contracts: financial strength, investment flexibility in terms of linked funds and sectors, plus own-charge and premium information about contracts (depending on the type of product). Examples of t...