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Simfund 5.0


Strategic Insight is pleased to announce the release of Simfund VA version 5.0. This latest version represents a major advancement by providing our users with a more comprehensive database and one of the most robust reporting tools to analyze the variable annuity industry. Easier to use and more powerful, Simfund VA is the most efficient tool for navigating through variable annuity data. The new data and features place valuable business intelligence into the hands of those who need it most.

Simfund VA is a leading variable annuity database application. The database contains essential information to help you analyze the variable annuity marketplace and monitor the competitive landscape.



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)

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.

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

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

To learn more about Simfund VA 5.0 please contact:

Kevin Ng
Managing Director
212-944-4455
kng@sionline.com

Corey Edwards
212-217-6886
cedwards@sionline.com


Simfund VA 5.0 Resources

Download Simfund VA
Visit the Simfund VA download page

Announcement Letter
Read the PDF version of the Simfund VA 5.0 annoucement letter

Simfund VA 5.0 Brochure
An overview of new functionality and highlights Simfund VA 5.0