STRATEGIC INSIGHT: Simfund MF User Guide

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Simfund MF User Guide

Introduction

Part I: Basics

• Simfund Mutual Fund Database Overview
• Database Summary
• Simfund How-to Guide - Old vs. New
• Simfund Quick Start Guide
• The General Process: Building a Query

Part II: Special Features

• Saving Your Work
• Batch Jobs: Automating Your Work
• Lists: Peer Groups and Other Criteria
• Fee and Expense Analysis Guidelines

Lessons

Part III: Guide Tutorial/Basics

• Lesson 1 - Analyze Monthly Net Flows and Assets by Manager
• Lesson 2 - Equity Funds Assets and Flows by Morningstar Category
• Lesson 3 - Industry Detailed Expense by Distribution Channel
• Lesson 4 - Equity Index Funds Performance

Part IV: Guide Tutorial/Advanced

• Lesson 1 - Identify Direct Channel Managers' Market Share of Assets
• Lesson 2 - Ranking the Top Selling Funds
• Lesson 3 - Analyzing Fee & Expense for Direct Domestic Equity Funds

Support Links

Installation
Activation
Updating
If you have any questions, please contact your account manager.

Release Information

Simfund®Tech Support
(212) 217-6899
support@sionline.com