1. Simfund PRO, 7.0: Distribution Data Enhancements –
New Features & Functionality
January 2013

2. Simfund 7.0 – New Features & Functionality
In the Distributor Analysis & Channel Analysis Views, you can now bring in Industry Assets and Flows (SI) combined with new data from Access Data (AD)
New SI data stored under Choices -- Assets, Flows & Sales -- Fund Assets & Flows
Industry Total Assets and Industry Net New Flows (SI)

3. Simfund 7.0 – New Features & Functionality
Analyze distributor or distribution channel assets and flows versus Industry assets and flows within a peer group
Distributor Assets and Flows vs. Industry Assets and Flows within Morningstar Large Value category as of Dec ‘12

4. Simfund 7.0 – New Features & Functionality
In the traditional views (Industry Analysis, Manager Analysis, Fund Analysis, Fund of Funds, and ETF Funds), you will now be able to analyze your firm’s assets and flows, and your firm’s share of total assets within the peer group if you have My Funds Analysis enabled
New SI data stored under Choices -- Assets, Flows & Sales -- Fund Assets & Flows
My Fund Total Assets and My Fund Net Flows (SI)

5. Simfund 7.0 – New Features & Functionality
Analyze your firm’s assets, share of assets and flows versus SI assets and flows in any of the existing the traditional views
My Assets and Flows vs. Totals Assets and Flows within Morningstar Large Value category as of Dec ‘12 in the Fund Analysis View
New MY% feature to see your firm’s share of assets versus SI assets. Feature is found in the My Fund Total Asset data point under the summarized by section when adding or editing a column