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EPFR Global User Interface Quality, Depth, Coverage, Delivery.

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Presentation on theme: "EPFR Global User Interface Quality, Depth, Coverage, Delivery."— Presentation transcript:

1 EPFR Global User Interface Quality, Depth, Coverage, Delivery

2 Overview Vision Capabilities Under Development The Role of Feedback

3 Vision The new EPFR Global User Interface is the product of a vision to continually create value for our clients worldwide. The dynamic environment enables users to create customized data settings, retrieve charts and export files quickly, and view fund flows and allocations data from a multitude of perspectives that provides a complete picture of the direction of global markets.

4 Vision Customized –Query by fund category, benchmark, asset class, region, sector, etc. –Save settings for personalized data delivery Value-Added –Shape the data in the manner that best suits your needs. –Generate presentation-quality charts –Eliminate noise through custom settings Enhanced Speed of Delivery –Personalization allows for rapid updates and repeated use –SQL environment facilitates fast turnaround for queries The Complete Picture –Explore flows and allocations by manager, region, share class, etc. –Utilize a multitude of perspectives: hard v. local currencies, Europe v. US domicile, ETF v. Mutual Fund Flow Save custom Fund, Report and Chart settings. Retrieve custom presentation-quality charts with a single click.

5 Capabilities Asset Type Choose from Equity, Bond, Money Market & Balanced Search by fund name, fund manager, asset class, or geography Save frequently used fund groups for quick retrieval Reporting Options Receive standard reports in downloadable files Save Custom Reports for quick retrieval Save frequently used Custom Charts for easy access to presentation-quality charts

6 Reporting Tool Data Set –Choose from: Fund Flows, Country Allocations, Sector Allocations, County Flows, Industry Allocations, or Holdings Date –Open-ended or specific date range Frequency –Daily, Weekly, Monthly Category –Flows in Dollars, Cumulative, % –Net Asset, FX Change, NAV Value or % –Fund/Share Class level distinctions Level –Aggregate, Manager, Fund, Share Class Output –Table, Line chart, Bar Chart, XML, Excel, Text ETF, ex-ETF Country of fund domicile Fund Currency Benchmark Comparison Islamic, SRI, etc.

7 Search Criteria –Track reporting options in the Search Criteria window Save Custom –Save custom Fund Group, Reports, and Charts for one-click download

8 Under Development Know the Flows –Track global fund flow activity –Hover over hot countries for inflow/outflow detail Allocations –Follow changing sentiment in portfolio weightings world wide

9 Feedback The Role of Feedback –Refine product to better meet client needs –Adjust content and delivery options –Reduce file processing time; increase time for value-added analysis For UI Feedback Contact: Todd Willits Dwight Ingalsbe For Sales Contact: Simon Ringrose 617.864.4999

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