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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...
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The Sectors tab shows all the sectors in which any of the contracts offers a linked fund. The software offers a choice of two sectors definitions, FE or IMA/ABI/AIC. The latter provides the well-known but less detailed sector definitions. FE Glo...
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When you have added a data column to the grid you can then filter the grid by clicking on values in the column. For example, in the first screenshot, clicking on the highlighted “Yes” value (or any of the other Yes values below it) would add filteri...
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Once you have researched a list of contracts they can be ranked into a league table. You simply click on the Ranking tool in the menu bar at the top of the filtering screen, as illustrated by the screenshot below. (N.B. Ranking is...
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Synaptic Research can be used for any number of generic research purposes, as well as for providing advice to clients: Build spreadsheet-style grids of data which can be filtered and sorted near-instantly regardless of their size. Compare specifi...
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A full contract factsheet, as described above, includes a section showing all the linked funds available on the contract. However, this information can also be obtained in a more concise form on a separate screen – i.e. a screen which only shows th...
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There are three ways in which portfolios can be used for graphing: Graphing the performance of the portfolio as a whole You can graph the performance of the portfolio as a whole in two ways: Click on the Portfolio link to view the portfolio se...