THE THOMSON REUTERS FUND SCREENER GIVES THE POWER AND FLEXIBILITY TO FIND THE RIGHT FUNDS FOR YOUR CLIENT’S INDIVIDUAL INVESTMENT OBJECTIVE.

Access professionaldata provided by Lipper, aThomson Reuters company. Profit from:

Individual fact sheet creation

Quick search

Advanced screening

Sophisticated fund comparison for a variety of criteria, such as:

PerformanceTotal net assetsRisk ratiosTop holdingsLipper Leader ratings

Customization possibilities to integrate individual content

Portfolio integration and portfolio hypothetical calculations

Fund AnAlysis

Narrow down more than 130.000 mutual funds and ETFs offers by building customized screens using criteria such as fund family, Lipper leader rankings, investment objectives, performance indicators, load type, tax efficiency, risk criteria and many more. Save screening criteria forfuture reference, too.

FUND|analysis

Mutual fund and ETF quick search | Narrow down your investment choices and save time by screening them. Sort the market on your terms and find the invest-ment products you are looking for.

Watch list | Create multiple watch lists from the search results obtained. Use watch list functionality for powerful comparison and calculation of hypo-theticals. Add additional funds to your existing watch lists.

Advanced screening | Automatically filter over 130.000 mutual funds or ETFs with more criteria including fund objective, top holdings, performance history, Lipper leader rating, risk ratios and many more. Enter any investment criteria and have our system locate possible positions for investment choices.

FUND SCREENER

save screening criteria | Save criteria choices for future reference instead of recreating search parameters on every visit. Easy accessibility of saved screens through the intuitive fly out menu.

Key characteristics

Fund attributes

Fees & expenses

Management information

Performance

Risk ratios

Lipper leaders

Available criteria are among others:

Easy access of watch list and saved screens through intuitive flyout menu

Real time drill down according to criteria set

Fund family Fund name Fund code

search on the spot for:

Compare

Invesment growth

Top holdings

Performance

Risk-return

Comparison functionality is available in both, chart view and table view.

investment growth | Compare the total net assets of funds and analyze what funds are increasing in investment and which funds are not. All data since in-ception day is available.

Top holdings | Compare the top ten holdings of each fund sorted by asset classification and percentage of the total investment exposure of the fund. Screen for funds that either include or exclude a certain equity in its top hold-ing.

Performance | Retrieve historical time series for all funds available and com-pare against a multitude of bench-

Alpha

Beta

Sharpe ratio

Teynor ratio

Information ratio

Sortino ratio

SRRI

Tracking error

Value at risk

Synthetic risk & reward indicator

COMPARISON

Fund code classification customizable according to country specifics

Easy benchmark comparison with favorite listings functionality

marks. Any benchmark can be added on the spot. Compare up to five funds in one chart. Hovering over the chart date will display detailed information of the performances.

The table view enables comparison of up to five funds. Get even deeper in-sights by the column display of a mul-titude of performance data. Additional table views such as lists for fees & ex-penses or risk ratios can be added.

Risk-return | Analyse the risk-return ratio that compares return and volatil-ity of a multitude of funds. Additional benchmarks can be added. In the ta-

ble view the following risk ratios can be compared among others:

and more...

Visit thomsonreuters.com for more information or contact your representative.

Lipper, a Thomson Reuters company, is a global leader in supplying mutual fund information, analytical tools and commentary. Lipper’s benchmarking and classifications are widely recog-nized as the industry standard by asset managers, fund companies and finan-

cial intermediaries. Our reliable fund data, fund awards designations and ratings information provide valued in-sight to advisors, media and individual investors.Well-informed investment decisions are made with accurate, insightful and

timely fund data and analysis offered in Lipper products and services. With over three decades of fund analysis ex-perience, supported by the resources and knowledge of Thomson Reuters, Lipper provides unparalleled expertise and insight to the funds industry.

FACT SHEETS AND FUND DETAILS

Retrieve a PDF report on the fund details including legal information such as desired disclaimers. Fund fact sheets are available in all languages and can be generated according to your preferences.

Chart performance & benchmark comparison

Fund objective

Fund investment strategy

Dividends

Fees & expenses

Quartile ranking

Risk ratios

Performance analysis

Lipper leader rating

INVESTMENT DECISIONS (Hypotheticals & Portfolio)Analyze the growth of any invest-ment within just a couple of mouse clicks. Define retirement plans and let customers look brightly in the future. Import portfolio details and expose them to “stress-test” calculations such as worst case and best case scenari-os. Compare the client’s performance against any other fund performance and maximize returns.

DATA

Our fund screener is fully custom-izable and allows customization in the backend functionality, such as integration of client data. The “look and feel” is also fully customizable according to your preferences. All languages are supported. Individu-al modules can also be incorporat-ed in your web layouts.

Individual fact sheet generation

Fully customizable look and feel

Integration of client data and content

Modular integration

Data import and export

CUSTOMIzATION

The fact sheet and fund detail view in its basic version includes data for the following criteria:

Ad-hoc comparison and hypothetical calculation available