How many new data points are now researched in Simfund Filing?
Simfund Filing 5.0 introduces more than 50 new data points, all extracted directly from the prospectus. This includes fee tables with expense caps, redemption rates and policies, prospectus stated performance benchmarks, portfolio manager details, advisory contractual fees, including contract type, asset and fee breakpoint schedules, performance fee details, multiple sub-advisory contractual fees including contract type, asset and fee breakpoints or percent of advisory fee, and Special Strategy flags. The integration of the prospectus information into Simfund Filing’s comprehensive functionality and database will enable valuable analytics, and will expand and simplify the possibilities for research and sales efforts.
