Turkey’s Unique and Comprehensive Mutual and Pension fund Excel Add-in Platform
Track five-star funds that rating by two different legal fund rating companies.
Ensure mutual and pension fund analysis tools for academic and professional researchs.
Investors can create their forecasting models with advance formula infrastructure.
Fund Expert provides specific analysis such as portfolio diversification to funds key statistics.
Fund Expert feeds your models and tables with updated data.
Create your personal templates for understanding fund market.
Analyze your fund against its peer group members, and keep your analysis updated by AE reporting screen.
Track incoming or outgoing money of portfolio. Discover the increasing of portfolio caused from returns or new investors.
Measure fund manager performance by fund manager performance analysis. Compare managers and inspect which manager is successful.
Calculates important statistics like Information ratio, Sharpe ratio, Tracking error, Risk Values in just a couple click.
Investigate and analyze mutual and pension fund sectors and categories like analyzing and examining a fund.
Follow your fund’s portfolio manager’s performance and asset allocation strategy and fund’s asset allocation with convertible formulas. Fund Expert is the access point of regular data and analytics.
Outstanding rates, current assets, portfolio asset changes, profile pages, management fees and many other of funds are into Fund Expert
List fund which belong chosen category or all mutual or pension funds.
Fund news and benchmark tables wide your point of view to performance definition with simple, effective and fast analysis.
Display fund’s key statistics and get this values into your spread sheet by individual formulas.
Compare benchmark returns against mutual and Investment fund gross&net returns which categorized by Turkish Capital Market Association.
Specify the fund that you can invest by deeply performance measurement analysis tools of Fund Expert.
Detail your reports with mutual and pension funds returns, historical prices, assets, portfolio diversifications, performance attributions since IPO.
Fund managers or founders can investigate like fund asset diversification and asset diversification changes or return with generalized Fund Expert formulas structure.