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Simfund Dash Global

Interactive reporting for the mutual fund professional

Simfund Dash Global features sleek, presentation-ready charts and tables that users quickly and easily manipulate for ongoing reporting needs. Multiple reports can be combined into workbooks, which can be updated automatically each month and shared between colleagues online. Peer group analysis and other pre-defined groups of funds, managers, categories, and markets can also be saved, shared, and modified amongst users.

  • Accessible online by multiple users
  • Europe, Asia Pacific, cross-border, analysis available, US coverage to come
  • Multiple currencies to choose from
  • Wide range of asset, net flow, performance, ratings, holdings, and risk-based reports available
  • Multiple classification systems, include Morningstar, Lipper and SI
  • 160 portfolio level data points, including the most commonly used Morningstar, Lipper, and SI fields
  • Powerful but easy-to-navigate system

Simfund GL Desktop

Europe, Asia, Australia, cross-border industry analysis

Simfund Global is a database and analysis product tracking the major ex-US mutual fund markets globally, integrating a vast range of data from Lipper, Morningstar, SI's proprietary research, and local providers.

  • USD, Euro, GBP, Yen for assets, net flows, performance and risk measures
  • Morningstar Categories and ratings; Lipper Classifications and leader scores
  • Launch dates, ISINs, fees, registrations for sale, legal structure, service providers, holdings, allocations, and more
  • Full range of specialty flags, including internal/external fund-of-funds, SRI funds, ETFs, index. UCITs, legal structure and many more
  • Share class level data available
  • Hundreds of data points to choose from