Standard & Poor's Fund Research will produce web-based versions of its Fund Research reports, allowi...
Standard & Poor's Fund Research will produce web-based versions of its Fund Research reports, allowing search and sort tools to be developed so users can better sift the information they contain, writes Robert Stock.
The html format, which S&P Fund Research intends to introduce later this year, will also allow the group to update certain information in the reports more regularly, such as fund size and portfolio breakdown, possibly on a monthly basis.
Paul Barnes, product development director at Standard & Poor's Fund Research, said the current PDF format of the reports meant users suffered a heavy download burden. PDF documents also cannot easily be used in combination with search and sort tools, he said. But html documents would allow tools to be created to allow searches to be carried out sorting rated funds by annual management charge, total expense ratio or size, for example. This could be done either through [email protected] or with external users of Fund Research, such as fund supermarkets.
When S&P bought Fund Research just over two and a half years ago, the reports were paper based with users paying for the reports. Since then S&P has moved to make distribution free, while charging providers to rate their funds, which must first pass a qualitative screen covering the previous three years allowing only 20% of funds in any sector to be rated.
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