Super Fund Research now available in Portfolio Construction & new portfolio reports
Lonsec has released further major enhancements to the portfolio construction and quantitative analysis tools for iRate subscribers, with additional new features also now available across the portal, including a new all product search page.
Super Fund Research in Portfolio Construction and Quantitative Analysis
Super Fund research covering over 6,200 Super Fund options, as researched by SuperRatings, is now available alongside the Lonsec Super Option research in the Tools area.
For the first time you are now able to include not for profit superannuation products in portfolios and run analysis and comparisons of these super options alongside other investments. The Super Fund research also includes retail master trust products with these products also now available in the Tools for those who subscribe to the Super Fund Research library.
With the addition of these Superannuation products into Tools, you can build a portfolio containing all investment products a client may hold: from their super fund, to managed funds through to listed investments such as stocks and hybrids, and managed accounts. Detailed portfolio comparisons for up to five portfolios can be run in portfolio construction, allowing you to clearly illustrate why a portfolio is more suitable for your client, demonstrating your best interest’s duty.
Further analysis and overlays can be carried out on different products and/ or your portfolios within the Quantitative Analysis tool with 17 performance and risk calculations available.
Don’t have access to these Super Fund products in the Tools? Log in to iRate and go to the Super Fund Research library to activate your 2-week trial or contact the Client Services team to find out more.
Find out more about using these tools in the Help Library
New portfolio performance report
A new portfolio performance style report has been added to the existing suite of portfolio reports. This report would be ideal for illustrating how your notional or model portfolios have performed and can be produced on a monthly, quarterly or annual basis.
You can now also schedule to receive the portfolio reports direct to your mailbox on a frequency selected by you – saving you time logging in to run a regular portfolio report you require.
Plus don’t forget, the portfolio reports can be customised by you – select the charts to include in each report; add your own commentary; and have your company logo displayed on the reports.
Add Product – we have updated these menu tabs and where the different investment vehicles sit to align with the iRate Product Research Libraries. All super products (covered by both Lonsec and SuperRatings) are now located under the Superannuation menu tab.
Portfolio Comparison – you can now compare a portfolio which solely contains funds, superannuation, equities or a combination of superannuation, equities and other products within this tool.
Searching the Product Research libraries
A new All Product search page has been added to iRate. Located at the top of the Product Research Library menu or via the search icon on the top of the screen, this page allows you to search across all investment products from one simple page. Simply add the product codes (APIR, ASX codes) or product name to the search box, or use the filters to find the products you require.
We have made some changes to where products sit within the Managed Funds and Super Option Research Library’s to better align with the type of product they are. All pension options and accumulation options have been moved from the Managed Fund research library to the Superannuation research library > Super Option Research.
No changes have been made to your access, you will now find all superannuation products in the Superannuation library or use the new all product search page to locate all your investment products at once.
Find out more about using the new search page in the Help Library
Super Funds in the Workbench and Product Groups
The Super Fund research library is now integrated into Product Groups and Workbench.
Be alerted for any rating changes to a Super Fund option included in your clients’ portfolios, or on your APL/ Watchlists by adding it to your Product Groups. Or use the Product Group to quickly filter your searches for products you want to access information for quickly.
The Workbench automatically stores any products you select in the three research libraries so you can quickly add the products when using the tools, or bulk download the research reports for all selected products in one file.
We hope you find these new functionalities of benefit and welcome any feedback you may have. As always, the Client Services team is on hand to assist and answer any questions you may have, or register for one of our weekly webinars to learn more about these new features and how to maximise your iRate subscription.
T: 1300 826 395