Welcome to Simfund Dash
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Simfund Dash is an innovative reporting tool that generates
high quality, presentation ready fund industry analysis in seconds. Dash's highly customizable
reports incorporate data from a variety of leading fund information providers including Morningstar, Lipper and Plan For Life as well as Strategic Insight's own world class
research.
- Industry market share by assets under management (AUM)
- Current and historic net flow reporting tracks investor preference at the product level
- Risk vs. return analysis
- Competitive intelligence rankings based on tailored peer groups
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Save the reports you create and share with others or export to Excel, PDF or Word for use in your own presentations.
Sign-up for Access to Simfund Dash
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Investor Economics
At Investor Economics, we provide our clients with a comprehensive assessment of the financial services industry at large. We collect a massive amount of data and translate it into easy-to-understand analysis. The completeness and continuity of our data allows our team to constantly challenge the norm, identify new trends, and introduce new ways of looking at the marketplace.
Learn more about Simfund Dash
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Simfund Dash Latin America
Simfund Latin America features more than 150 data points for over 10,000 funds across
the five major markets including Brazil, Chile, Mexico, Peru and Argentina.
- Net Flows, Assets, Total Returns in multiple currencies and additional details available for over 10,000 local funds.
- Net Flows and Assets for over 250 offshore products with assets and flows from Chilean AFP's.
- Detailed 3 year historical data available for all markets.
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- Over 150 data points available including Fund Launch Dates, SI Categories and Objectives, Lipper Classifications and additional market specific data points such as Anbima classifications.
More Information on Simfund Dash Latin America
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Welcome to Simfund Dash Global
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Simfund Dash Global features sleek, presentation ready charts and tables to satisfy your reporting needs. Our global fund database provides over 160 data points on more than 80,000 portfolios.
- Europe, Asia Pacific, cross-border, analysis on over 80,000 funds
- Support for multiple currencies
- Wide range of asset, net flow, performance, ratings, and risk-based reports
- Ability to define your universe using over 160 data points including Lipper classification, Morningstar category, fund details, service providers, country of sale and many more
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It's easy to combine multiple reports into workbooks to share with colleagues. All Dash reports are automatically updated each month with our latest data.
More information on Simfund Dash Global
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Simfund Dash Australia
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Since its early beginnings in 1987 as a specialist actuarial consultancy, Plan for Life has grown to become a leading Research House, recognised locally and internationally as providing the highest quality research and statistics covering Managed Funds and Life Insurance in Australia. Our managed funds databaes provides:
- Extensive coverage of Australian Retail and Wholesale managed funds including Superannuation, discretionary investment and platforms
- More than 26,000 funds including Open, Closed, Terminated and Transferred products are included to ensure holistic market coverage and maintenance of history
- Coordinated data metrics from one period to the next: FUM (net assets), Inflows (gross sales), Outflows (redemptions), Net Funds Flow, Transfers, Investment Earnings, Investment Performance, Unit Prices
- Detailed and summary level data granularity covering: Group, Company, Product, Fund and Investment Category
- Extensive history going back over 20 years
More Information on Simfund Dash Australia and Plan For Life
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Contact Us
Should you have questions while using Simfund Dash Global, which are not addressed here or through our online training support system, please contact our analysts in New York, London or Hong Kong by email (global@sionline.com) or telephone:
New York
805 Third Avenue
New York, NY 10022
+1-212-944-4455 |
London
Upper Ground Floor South
200 Aldersgate
London EC1A 4HD
+44 (0)20 7397 3850 |
Hong Kong
4607-11
46th Floor
The Center, 99 Queens Road
Central, Hong Kong
+ 852 3796 7258 |
Melbourne
217 Blackburn Road
Mount Waverly, VIC
3149 Australia
+61 3 9886 4400 |
Technical related inquiries should be directed to our support team in New York via email (support@sionline.com) or telephone (+1-212-217-6899).
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