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September 2013

September 2013. Contents. The need. Traditionally distributors have been accessing performance data with regard to inflows, outflows, netflows, AUM etc. only within their own geographical boundaries

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September 2013

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  1. September 2013

  2. Contents

  3. The need • Traditionally distributors have been accessing performance data with regard to inflows, outflows, netflows, AUM etc. only within their own geographical boundaries • There was a need to support them with a platform that allows them to benchmark their performance vis-a-vis the industry performance in all the parameters mentioned above, and more • Keeping the above facts in view, it is necessary that all distributors have equal access to: • Complete industry performance data • Statistical highlights of a period • ‘You’ vs. ‘All’ distributors performance data • Comparison over similar time periods • Comparisons with various parameters / combination of parameters • With its user friendly, anytime anywhere accessibility, and convenience of report generation, this platform provides superior information to the distributors. A well informed distributor can help spur the growth of the Mutual Fund Industry

  4. Introduction • FundSight is a comprehensive Business Intelligence (BI) tool, focused on providing Multi-dimensional composite view to distributors with their peers • FundSight has been developed as a user friendly web-interface to cull out important business information that can be used for various analysis and peer level comparisons • Multiple reporting filters: • Investor • Asset class • Geography • Time • Convenient parameterization of metrics: • AUM or Average AUM (AAUM) • Inflows/ outflows/ net-flows • Live investors (folios) • No of transactions • Special products (Fresh registrations/ cancellations/ terminations/ avg. ticket size & tenure) • Type of transaction • Easy reporting styles • Pre defined reports • Drill-down reports • Custom Build reports • Usage Reports

  5. Reporting capabilities – Graphical representation Select your desired Asset class for graphical representation of all the dimensions based on the same Roll-over mouse on the Histograms to view further details Different colors differentiating ‘YOU’ with Rest of the Industry • View performance by way of graphical representation. The most convenient way to view and analyze reports • Graphical representation limited to your desired dimension • Convenient color combinations to differentiate “YOU” with “OTHERS” • Roll-over mouse pointer on the histograms for relevant numbers • Choose the desired asset class, graphical dashboards will change accordingly

  6. Reporting capabilities – Drill down reports Choose next report dimension of your choice and click here for drill-down to next level You are at this level of Drill-down Want to save results? Export to excel • Select a specific month / period for report generation • Separate reports available for both, SIP and regular transactions • An on-screen display of data based on report parameters and allows you to drill-down to next level of report dimension of your choice • Sort the relevant numbers based on your ‘needs’ • Export the report outcome in excel at any stage, for future reference.

  7. Reporting capabilities – Drill down reports Select the period for report generation Click on the report dimension to drill-down to the next pre-defined level Click for further drill down • An on-screen display of data with a drill-down facility to the next level of pre-defined report dimension. • Displays the complete trail of drill-down • Export into excel with complete trail of drill-down

  8. Reporting capabilities – Custom build reports Choose report dimensions and conditions Choose zone Choose the report parameters • A Query builder that allows you to choose you own dimensions, parameters and period for report generation • Display field names as per your convenience using ‘Alias’ • Report output exportable to excel

  9. Key Advantages to Distributors • Internet based application: • Access anytime / anywhere • Ease of data availability • No compromise on security • Graphical representation: • Highly convenient way to read the data • Clear demarcation and display of ‘You’ vs. ‘Others’ • Graphical representation as per asset class selection • Drill down reports: • Self defined drill-down parameters • Exportable to ‘Excel’ at any level of drill-down • Custom build reports: • Generate report as per desired parameters • Download the data for further analysis • Other report: • Custom Build Reports • SIP related reports • Other critical MI

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