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| Overview |
Overview
Simfund VA Fact Sheet
Simfund VA Overview PowerPoint
Simfund VA Start Up Guide |
| Using Simfund VA |
Basics
Building a Query Using Simfund VA
Format Output Options
Saving/Loading a Query
Graphics Module
Advanced
Batching Jobs
Peer/List Groups
Breaking up Queries
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| Tutorial |
Industry Level Analysis
Most Successful Lipper Classifications
Fund Performance Stats
Subaccount Returns and Ranks
Top 20 Actual Advisors
Market Share
Subadvisory Market Share within a select Ins Co
Insurance Company Market Share of Industry Flows
Market Share of and Advisor within the top 25 contracts
Market Share of a fund within its contracts
Expense Analysis
Morningstar Advisory and Subadvisory benchmark analysis
Subadvisory and Advisory Breakpoints
Contract Expenses
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| Helpful Hints |
Helpful Hints
Querying whole VA Industry
Difference between generic and specific
Difference between fund level and subaccount level assets/flows
Using Advanced Select
Fund Segment channels – What do they mean?
Difference between Actual Advisor, Advisor and Subadvisor
Swapping Queries between Project Files
Creating a Default Query
FYI’s
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