THE THOMSON REUTERS FUND SCREENER GIVES THE POWER
AND FLEXIBILITY TO FIND THE RIGHT FUNDS FOR YOUR
CLIENT’S INDIVIDUAL INVESTMENT OBJECTIVE.
Fund Analysis
Access professional
data provided by Lipper, a
Thomson Reuters company.
Profit from:
Individual fact sheet creation
Quick search
Advanced screening
Sophisticated fund comparison
for a variety of criteria, such as:
Performance
Total net assets
Risk ratios
Top holdings
Lipper Leader ratings
Customization possibilities to
integrate individual content
Portfolio integration and
portfolio hypothetical
calculations
Narrow down more than 130.000 mutual funds and ETFs
offers by building customized screens using criteria such as fund
family, Lipper leader rankings, investment objectives, performance indicators,
load type, tax efficiency, risk criteria and many more. Save screening criteria for
future reference, too.
Fund Screener
Mutual fund and ETF quick search | Narrow down your investment choices and
save time by screening them. Sort the market on your terms and find the investment products you are looking for.
Search on the spot for:
Fund family
Fund name
Fund code
Advanced screening | Automatically filter over 130.000 mutual funds or ETFs with more criteria including fund objective,
top holdings, performance history, Lipper leader rating, risk ratios and many more. Enter any investment criteria and have
our system locate possible positions for investment choices.
Easy access of watch list and
saved screens through
intuitive flyout menu
Save screening criteria | Save criteria
choices for future reference instead of
recreating search parameters on every
visit. Easy accessibility of saved screens
through the intuitive fly out menu.
Real time drill down
according to criteria set
Key characteristics
Fund attributes
Fees & expenses
Management information
Performance
Available criteria are among others:
Risk ratios
Lipper leaders
Watch list | Create multiple watch lists
from the search results obtained. Use
watch list functionality for powerful
comparison and calculation of hypotheticals. Add additional funds to your
existing watch lists.
Comparison
Comparison functionality is available in both, chart view and table view.
Compare
Invesment growth
Top holdings
Performance
Risk-return
and more...
Easy benchmark comparison with
favorite listings functionality
Fund code classification customizable
according to country specifics
Investment growth | Compare the total
net assets of funds and analyze what
funds are increasing in investment and
which funds are not. All data since inception day is available.
marks. Any benchmark can be added
on the spot. Compare up to five funds
in one chart. Hovering over the chart
date will display detailed information of
the performances.
Top holdings | Compare the top ten
holdings of each fund sorted by asset
classification and percentage of the
total investment exposure of the fund.
Screen for funds that either include or
exclude a certain equity in its top holding.
The table view enables comparison of
up to five funds. Get even deeper insights by the column display of a multitude of performance data. Additional
table views such as lists for fees & expenses or risk ratios can be added.
Performance | Retrieve historical time
series for all funds available and compare against a multitude of bench-
ble view the following risk ratios can be
compared among others:
Alpha
Beta
Sharpe ratio
Teynor ratio
Information ratio
Sortino ratio
SRRI
Tracking error
Risk-return | Analyse the risk-return
ratio that compares return and volatility of a multitude of funds. Additional
benchmarks can be added. In the ta-
Value at risk
Synthetic risk &
reward indicator
Fact Sheets and Fund Details
Retrieve a PDF report on the fund details including legal information such as desired disclaimers.
Fund fact sheets are available in all languages and can be generated according to your preferences.
The fact sheet and fund detail view in
its basic version includes data for the
following criteria:
Chart performance &
benchmark comparison
Fund objective
Fund investment strategy
Dividends
Fees & expenses
Quartile ranking
Risk ratios
Performance analysis
Lipper leader rating
Ad-hoc comparison and hypothetical calculation available
Data
Lipper, a Thomson Reuters company,
is a global leader in supplying mutual
fund information, analytical tools and
commentary. Lipper’s benchmarking
and classifications are widely recognized as the industry standard by asset
managers, fund companies and finan-
cial intermediaries. Our reliable fund
data, fund awards designations and
ratings information provide valued insight to advisors, media and individual
investors.
Well-informed investment decisions
are made with accurate, insightful and
timely fund data and analysis offered
in Lipper products and services. With
over three decades of fund analysis experience, supported by the resources
and knowledge of Thomson Reuters,
Lipper provides unparalleled expertise
and insight to the funds industry.
Investment Decisions
(Hypotheticals & Portfolio)
Customization
Our fund screener is fully customizable and allows customization in
the backend functionality, such as
integration of client data. The “look
and feel” is also fully customizable
according to your preferences. All
languages are supported. Individual modules can also be incorporated in your web layouts.
Individual fact sheet
generation
Fully customizable
look and feel
Integration of client
data and content
Modular integration
Data import and export
Visit thomsonreuters.com for more information or contact your representative.
Analyze the growth of any investment within just a couple of mouse
clicks. Define retirement plans and let
customers look brightly in the future.
Import portfolio details and expose
them to “stress-test” calculations such
as worst case and best case scenarios. Compare the client’s performance
against any other fund performance
and maximize returns.