Defaqto launches information tool Fund Reviews

The tool is available to advisers through the firm's end-to-end financial planning tool Engage. And, while it was designed for advisers, the firm said it can also be used by fund managers to provide more information to advisers beyond the fund fact sheet or the key investor information document. The tool uses quantitative and qualitative data to produce analysis on the funds it has access to. The qualitative review includes performance reviews and analysis of the investment objectives and asset allocation, as well as fund size, fees and yields. The qualitative section of the review, m...