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Martin Zahner

Martin Zahner

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Info

The fund comparison is done on two levels.

  1. Fund comparison, allows the investor to compare individual funds in detail

  2. Fund benchmarking

Where to find it in the solution

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Fund comparison

Info

allows the investor to compare individual funds in detail

How to use the the functionality

  1. Chose a base fund: e.g. Apple 4

  2. Select Funds to compare

    1. Papaya 1

    2. Cherry 1

    3. Kiwano 3

  3. Choose Chart KPI: e.g. TVPI

  4. Choose years to display: 3 to 9 years

  5. See results in “quarter comparison”

 

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Fund Benchmarking

Info

  • Allows drill into the projections and fine tune the projections

  • Shows visually how the fund is performing compared to the expected performance of the percentiles-clusters

How to use the the functionality

  1. Choose a Fund

  2. hover over the chart “development of total value…” to read the data

  3. click to “projection benchmark” on the top menu

  4. change the assumed “quartile performance” in the “Projection assumptions” widget

    1. switch “quartile distribution” from Median to “Perc 75%

  5. close the “projection benchmark” screen

  6. Expand the graph Chart

  7. Select different funds

Image Added

 

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