Transcript EPFR Global User Interface

EPFR Global User Interface
Quality, Depth, Coverage, Delivery
Overview
• Vision
• Capabilities
• Under Development
• The Role of Feedback
Vision
The new EPFR Global User Interface is the product of a vision to
continually create value for our clients worldwide.
The dynamic environment enables users to create customized data
settings, retrieve charts and export files quickly, and view fund flows
and allocations data from a multitude of perspectives that provides a
complete picture of the direction of global markets.
Vision
• Customized
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Query by fund category, benchmark, asset
class, region, sector, etc.
Save settings for personalized data delivery
• Value-Added
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Shape the data in the manner that best suits
your needs.
Generate presentation-quality charts
Eliminate noise through custom settings
• Enhanced Speed of Delivery
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Personalization allows for rapid updates and
repeated use
SQL environment facilitates fast turnaround for
queries
• The Complete Picture
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Explore flows and allocations by manager,
region, share class, etc.
Utilize a multitude of perspectives: hard v.
local currencies, Europe v. US domicile, ETF v.
Mutual Fund Flow
Save custom Fund, Report
and Chart settings.
Retrieve custom
presentation-quality charts
with a single click.
Capabilities
Asset Type
Reporting Options
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Choose from Equity, Bond,
Money Market & Balanced
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Receive standard reports in
downloadable files
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Search by fund name, fund
manager, asset class, or
geography
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Save Custom Reports for quick
retrieval
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Save frequently used fund
groups for quick retrieval
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Save frequently used Custom
Charts for easy access to
presentation-quality charts
Reporting Tool
Data Set
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Choose from: Fund Flows, Country
Allocations, Sector Allocations, County
Flows, Industry Allocations, or Holdings
Date
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Open-ended or specific date range
Frequency
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Daily, Weekly, Monthly
Category
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Flows in Dollars, Cumulative, %
Net Asset, FX Change, NAV Value or %
Fund/Share Class level distinctions
Level
ETF,
ex-ETF
Fund
Currency
Country of fund
domicile
Islamic,
SRI, etc.
Benchmark
Comparison
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Aggregate, Manager, Fund, Share Class
Output
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Table, Line chart, Bar Chart, XML, Excel,
Text
Search Criteria
• Search Criteria
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Track reporting options in the Search Criteria window
• Save Custom
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Save custom Fund Group, Reports, and Charts for one-click download
Under Development
• Know the Flows
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Track global fund flow activity
Hover over “hot” countries for inflow/outflow detail
• Allocations
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Follow changing sentiment in portfolio weightings world wide
Feedback
• The Role of Feedback
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Refine product to better meet client needs
Adjust content and delivery options
Reduce file processing time; increase time for value-added analysis
For UI Feedback Contact:
Todd Willits [email protected]
Dwight Ingalsbe [email protected]
For Sales Contact:
Simon Ringrose [email protected]
617.864.4999