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Database of Newly Registered Funds as they are filed with the SEC monitored on a daily basis.

Key Applications

  • Develop and timely monitor new funds by studying, daily, newly registered fund data not available elsewhere.
  • Read a fund Summary Profile of pertinent information including fees and pricing, investment objectives, portfolio manager, website information for printable marketing materials, and more.
  • Search by Fund / Company names, Service Providers, Objectives, Fund Types, etc.
  • Export any data on newly registered funds and fund changes into XLS with report selection criteria.
  • Save queries/reports and get an automatic update next time you load them.


 

Analyze key themes in product development by studying a monthly overview of funds recently registered with the SEC. Historical synopsis reports date back to 12/2000. The major sections include analysis of the following fund types:
  • closed-end equity
  • open-end equity
  • closed-end bond
  • open-end bond

 

   
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