Fund Focus

Sign up below for access to Fund Focus

About Longboat Analytics

Longboat Analytics is the name of the analytics division within Compliance Solutions Strategies (CSS), previously known as MoneyMate. We specialise in capturing data on investment funds and adding value through the provision of analytics tools, website solutions and aggregated data feeds. We provide data and analytics to asset managers, life companies, wealth managers and financial advisers that helps them back up the advice they give to their clients.

Fund Focus

Fund Focus is an easy to use, online fund analytics tool that allows financial brokers back up the advice they give to their clients. Fund Focus replaces our “MoneyMate Interactive” website that has been used in the Irish market for the last 15 years. Designed with ‘ease of use’ as a priority, this responsive designed website allows brokers to track fund performance and risk, along with the ability to create and monitor model portfolios.

Functionality highlights include:

  • Compare Fund Performance Gross of Annual Management Charges (AMCs)
    Avoid inaccurate performance comparisons by comparing performance on a Gross of AMC basis. This caters for situations where some fund companies include the full AMC in their fund prices while others only include a partial AMC, with the remainder being taken by monthly unit deduction.
  • Screen funds based on their ESMA risk profile, performance, fund rating and volatility
    Our Advanced Search functionality allows you to screen funds based on their ESMA risk profile and then to filter the funds down further by their performance and/or volatility statistics. This allows you to see the funds that match your custom criteria. You can also filter funds by the fund manager’s risk profile where they differ to ESMA.
  • Create and monitor Model Portfolios
    Create a model portfolio using selected funds or indices. See the portfolio’s aggregated exposure to equities, property, bonds etc where asset split information is available for your chosen funds.
  • Dynamic Fund Fact Sheets
    Build your own Fund Fact Sheets – include the panels you want displayed. Link through to the official fund company fact sheet.
  • Risk Snapshot
    Have the conversation with your client around their ‘capacity for loss’ by showing them the risk snapshot of the chosen fund. This report displays the funds risk profile and rating along with its annual max drawdown over the last 10 years of its existence. It’s a useful tool for verifying you are putting them into a suitable risk profile.

Fund Focus Subscription Fees for Financial Advisors

Access to Fund Focus is available for an annual subscription fee.
Please e-mail us directly for a quotation: Fund-Focus@cssregtech.com

Enter your details below to Subscribe to Fund Focus

Loading form…

Proposed Amendments to Transaction Cost Calculations under PRIIPs

The European Supervisory Authorities (ESAs) recently issued a consultation paper that includes two draft proposals for changes to transaction cost calculation requirements outlined in Annex VI points 7-23, among other proposed amendments to the PRIIPs KID. The first proposal seeks to reduce the impact of negative implicit costs on net transaction cost disclosures, in addition … Continued

Introducing the Regulatory Book of Record (RBOR)

I recently had the opportunity to sit down with our Chief Product Officer Ronan Brennan to discuss regulatory data management in front of an intimate and engaged audience of CSS conference attendees in Scottsdale, Arizona. The group ranged from small fund managers to large institutional asset managers, so it was difficult to boil down the … Continued

SEC Sets Clear Expectations Regarding Registered Investment Companies’ Compliance Programs

Chief Compliance Officers, Trustees and Service Providers to registered investment companies (RICs) be fair warned … the SEC’s Office of Compliance Inspections and Examinations (OCIE) has issued a Risk Alert identifying the most common deficiencies identified in examinations of RICs and providing observations with respect to money market funds and target date funds. With respect … Continued