Clarity from Data
FundSavant™ is a unique investment analytics tool that transforms data into understanding. From an ocean of investment performance information, FundSavant™ delivers contextual meaning and color-coded translation. From the plethora of nebulous numbers, we deliver a powerful framework that supports informed investment decision-making.
- Step 1: Choose from the universe of available funds (asset managers, mutual funds, ETFs, SMAs, etc.)
- Step 2: Select your benchmark
- Step 3: Click “Sort”
That’s it. FundSavant™ provides instantaneous, usable, comparative analytics.
How does it work?
Compare Options
Investments are graded against a comparative index and against one another based on audited three, five, seven, and ten year performance data.
Sort & Display
Data is ranked and sorted into a color-coded display that clearly communicates a confluence of analytic data over long periods of time.
Invest Wisely
Users are able to interpret complex data and make more accurate, informed investment decisions with confidence and ease.
Key Benefits
The only product on the market that condenses and displays comparative analytics in a simple, informative, and aesthetically pleasing way.
Easy-to-Use & Understand
Color-coded, visual reporting supports accurate, informed, investment decision-making.
Comprehensive
Complex, multi-point quantitative data is compared and translated into usable graphics.
Versatile
Accessible to everyone from individual investors to fiduciaries. All at the click of a button.
My background is law, compliance, and risk management – not necessarily finance. And the fund report we’d always gotten was overwhelming and not entirely useful. Enter FundSavant™. In the click of a button, this thing synthesizes and displays all that manager data inot a colorful graphic that I can understand immediately and use to defend our fund choices. It’s helping us manage risk while also saving time and money.”
– Jacqueline Kuiper, JD, MBA, General Counsel and Chief Compliance Officer