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Streamline 15(c) oversight with updated expense, performance and portfolio data and analysis.
This user-driven solution provides digital reporting capabilities for deep dives into fund “what-if” scenarios.
Get fund details via chart hyperlinks, see “On the Record” ranking reports prior to making changes, and access fee and breakpoint analyses.
Gain instant access to updated fund expenses, performance and peer comparisons with this new interactive tool—on demand, from anywhere.
Easily compare different fee structures and assess their impact on fund performance and peer comparisons.
Easily compare different fee structures and assess their impact on fund performance and peer comparisons.
Leverage our curated comparison groups and/or the full fund universe for more informed, independent decision making. Interactive charts include hyperlinks to next level of detail.
Leverage our curated comparison groups and/or the full fund universe for more informed, independent decision making. Interactive charts include hyperlinks to next level of detail.
Use charts configured to your requirements to further refine analyses and better understand rankings. Analyze performance by time period and risk metrics.
Use charts configured to your requirements to further refine analyses and better understand rankings. Analyze performance by time period and risk metrics.
Leverage our curated comparison groups and/or the full fund universe for more informed, independent decision making
Dynamic Fund Board Reporting simplifies board oversight:
Our representatives and specialists are ready with the solutions you need to advance your business.
Want to speak with a sales representative?
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+1 800 353 0103 | North America |
+442075513000 | EMEA |
+65 6438 1144 | APAC |
Your sales rep submission has been received. One of our sales representatives will contact you soon.
Want to speak with a sales representative?
Table Heading | |
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+1 800 353 0103 | North America |
+442075513000 | EMEA |
+65 6438 1144 | APAC |