key drivers

Analyze key drivers of your business

Mutual Fund Dashboard simplifies fund oversight by zeroing in on the issues fund management ultimately cares about most: value and protection for the shareholder. Amplify Your Shareholder Value Successful Boards and CCOs use Mutual Fund Dashboard to define, focus on and act upon the essential drivers of their business:

• Investment Quality - Are shareholders getting a “fair” return?
• Portfolio Risk Management - What hidden risks affect your fund?
• Fees and Expenses - Is your fund providing enough value?
• Compliance - Which crucial controls are missing?
• Distribution - What are you getting with 12b-1 dollars?

The Dashboard organizes and stores essential data and documents from multiple sources and delivers the key metrics that are essential for your fund via a secure website. Your Dashboard is automatically updated for you on an ongoing basis without the need for your business units to collect and manually report information. Actionable fund metrics are delivered when you need them, and role-based Dashboards deliver the right information to the right people at the right time. So your team gets the intelligence they need, when they need it.