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.
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