Fund Focus

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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

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