This post details the changes that went into production for Inovestor For Advisors on June 16th, 2022:
Mutual Fund Style and Risk Statistics
You can now identify the equity and/or fixed income management style for most mutual funds based on the fund’s holdings. For the equity portion of a fund, the style refers to the market capitalization and the factor tilt of the constituents. For fixed income, the style is indicated by the maturity of the constituents, as well as the credit rating.
As well, we have added valuable metrics to help you identify risk adjusted performance of any mutual fund, enabling you to select fund managers that align with your client’s goals.
This release contains several bug fixes and text changes throughout the application.