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The mutual fund industry is a microcosm of the entire securities industry. As such, access to timely and accurate trade and accounting information is critical to investment success. For mutual fund clients, INFORM provides valuable business tools that ease the reporting workload, allowing more time to analyze the results. INFORM’s reporting applications help you effectively manage your data and portfolio analysis, investment decisions, and performance analytics. Designed to support the way mutual fund companies do business, INFORM provides the flexibility to run reports on either a scheduled or an ad hoc basis.
Management reports from accounting to securities lending information can be accessed in standard or customized formats to meet a fund’s specific requirements. Receiving and responding to corporate action events through INFORM’s corporate action notification and voting application also make decision-making less cumbersome.
INFORM also offers a custom query tool, which allows clients to define data elements, set filters, and decide how the information is sorted. This custom query report generator supplements management reports, allowing you to effortlessly navigate across account, asset, and transaction types. The results can be exported easily into spreadsheet or other applications.
For the global mutual fund investor, INFORM provides 24-hour access to international market profiles. DAWN reports help keep you abreast of the most current information on international markets. Clients can review economic analysis for global markets to pinpoint the opportunities, risks, and mechanics of investing internationally. In addition, you can analyze current tax, trade settlement, legal, regulatory, depository, and registration information to improve your understanding of the different market practices worldwide.
To find out more about our comprehensive suite of specialized products and services offered to mutual funds, please contact us by clicking on the appropriate link: Americas, Europe, Asia
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