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WHAT'S NEW |
Performance Module
- Adds over 280 Morningstar data fields: official rankings, quartiles, quintiles, and more
- Adds over 150 Lipper data fields: Lipper Leaders, official rankings, quartiles, and more
- Side-by-side Lipper and Morningstar comparisons
- Adds over 25 performance graphs with more than 100 customizable permutations
More Graphs and Reports
- Assets and net flows
- Fee and expense graphs
Capability to Import ICI Confidential Data
Lifecycle Flag - Risk Based and Target Date
Improved User Interface
- "View” feature - simplifies searches by breaking out the fund and sub-account universes
- Built-in data dictionary
- Updated “Easy Select” screens - allows for more relevant searches
Prospectus Data
- Fund expenses
- Fund benchmarks
- Fund-of-funds expenses
- Annuity Insight Link to Fund Prospectuses (subscription to AnnuityInsight.com required)
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| KEY BENEFITS |
With the expanded list of Morningstar and Lipper data, you can now perform even more sophisticated analysis of fund and sub-account performance. The updated interface is easier to use: the new “View” feature offers a simplified way to separate out the fund and sub-account universes, an on-the-fly dictionary gives field definitions with a click of the mouse, and the updated “Easy Select” screen allows you to perform more relevant searches. Additional features such as new prospectus data, the capability to import ICI Confidential data, and prospectus links make SIMFUND VA 5.0 the best analytical tool to support your initiatives in the VA industry.
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KEY APPLICATIONS |
- Monitor industry trends and competitor market share
- Identify sub-advisory gap and replacement opportunities on insurance companies’ platform
- Analyze variable fund performance and risk
- Benchmark variable fund fees and expenses with custom peer groups
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| KEY FEATURES |
- Data on over 85,000 sub-accounts in almost 1,900 variable annuity, variable life, and variable universal life contracts
- Historical assets and net flows updated monthly
- Morningstar and Lipper data integrated
- Performance and risk measurements on sub-accounts and funds
- Fee and expense information researched directly from SEC documents
- Extensive advisory and sub-advisory fee schedules
- Detailed contract features information
- Powerful and easy-to-use interface with multiple levels of data aggregation:
insurance company, contract, advisor, sub-advisor, investment category, fund, and sub-account
- Wizard-driven advanced graph module
- Effective Pre-canned reports
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