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Morningstar, Lipper and S&P All Integrated into One Platform
Official performance data, ratings and rankings integrated into Simfund analytics


REQUIRED Simfund Client Upgrade

In August 2006 we made improvements to our Simfund family of products which required an upgrade to the Simfund Client for all computers.  The March release (February 2007 data) will be the last monthly update compatible with the old client.  After the March release, any user who has not run the client upgrade WILL NOT be able to use Simfund. 

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If you repackage the Simfund Client Installer or use your own installation package, please be advised that you must also upgrade to the new client version. Please feel free to contact us if you have any questions.

SI Support Team
212-217-6899
support@sionline.com

Simfund is Daylight Savings Time Compliant

The Energy Policy Act of 2005 mandates that US Daylight Saving Time (DST) will start on the second Sunday in March and end on the first Sunday in November. In 2006, the dates were the first Sunday in April (2 April 2006) and the last Sunday in October (29 October 2006). In 2007, the start and stop dates will be 11 March and 4 November respectively. These dates are different from previous DST start and stop dates.

Simfund will not be effected by these changes.

Simfund MF 4.0

Helpful Links

A Letter from the President..

We at Strategic Insight are proud to announce the availability of Simfund MF 4.0, featuring the integration of key performance data from Morningstar and Lipper with new and existing S&P performance data. This integration enables new analytics to support sales efforts and reporting that now can be accomplished more quickly and easily. Read more »

Sample Simfund MF 4.0 Reports

View / Print all Simfund MF 4.0 sample presentations
Sample presentations illustrate new analytics such as:

To learn more about Simfund MF 4.0 please contact:
Simfund4@sionline.com


Simfund MF 4.0

Upgrade Summary
An overview of new functionality and highlights of new Morningstar, Lipper, S&P and SI data content

Detailed - What's New
Comprehensive list of all new functionality, Morningstar, S&P and SI data sets

Lipper Module Detailed
Complete set of Lipper data, updated monthly, included in the optional Lipper module.

Methodology for calculating historical Risk/Return Factors