Use Blended Benchmarks in Your Fund Factsheets

The choice of benchmark can greatly influence decisions throughout the investment process. Dont limit yourself to standard indices, but create your own blended benchmarks. A benchmark is a standard or a point of reference against which the performance is measured. The choice of benchmark may have great impact on decisions in the investment process. There are many single index benchmarks available in our fund tearsheet production application. However, even though benchmark indices have been created across all types of asset classes they may not always be the most appropriate tool. Use ETFs or stocks to create blended benchmarks That is why our fund factsheet software makes it easy to create blended benchmarks and use them in fund performance reports. Blended benchmarks allow our clients to easily combine any number of programs and other investment instruments. It is possible to combine multiple market indices as well as stocks, ETFs, or managed futures funds. Get More Information  The post Use Blended Benchmarks in Your Fund Factsheets appeared first on Fundpeak.

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Make Your Fund Factsheets and Portal Available in Arabic

According to Wikipedia, Arabic is the fifth most spoken language in the world with as many as 422 million speakers. It is the official language in 26 countries. We are therefore pleased to announce that it is now possible to create Arabic versions of fund

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Track Who Views Your Fund Factsheet

Do you know your potential investors? Simply insert a Google Analytics code into your report and track your visitor activity. Visitor tracking is a vital source of information for many businesses. Knowing how your site is performing is essential, however,

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Customize Your Factsheet Template in the Editor

There are more than 20 ready made fund tearsheet templates available in Topsheets today. Still our clients keep asking for various custom adjustments to their fund factsheets. We are always happy to create custom tearsheet templates on our end, but what i

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Improved API Documentation

We have recently improved our API documentation because we are aware that it plays a key part in providing a better developer experience. Application Programming Interface (API) is a software intermediary that allows two applications to communicate with e

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Add Stocks or ETFs to Your Portfolio in a Few Clicks

Easily add exchange-traded funds, mutual funds, or stocks to your portfolio factsheets. You can choose from thousands of automatically updated securities. Programs vs portfolios Two types of fund tearsheets can be created using our fund fact sheet automa

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