Learn how to use the Fund Screener to do portfolio research and due diligence
In this tutorial, we are going to use our fund screener to do some portfolio research and due diligence.
Starting from my prospects list I am going to use my prospect here on top as they have already taken the questionnaire and have their values. Viewing the results from here..
This is the results page from that questionnaire, the client took; I can go straight into the fund screener from here and their values will map over.
We are looking at the large blend, growth and value for fund categories. Both ETFs and mutual funds and a base level or higher of shareholder engagement. The list of 1300 funds has populated from these values. To fine tune this list I'm going to change the shareholder engagement to deep. So now we're only seeing funds that have a deep level of shareholder engagement and that brought down my funds list, to 354 f rom 1300. So as we go through here, I'm just going to fine tune this, so that we've got a more manageable list of results to go through.
So let's take planet protector and grab one of the metrics. Fossil fuel industry exposure. For this I'm taking the slider bar all the way over to the 10 so that we are only looking at fossil fuel free funds. So now I've got a list of 85 funds. Fine-tuning this even more I'd like to look at less expensive funds. So I'm taking this expense ratio down.
Again, just fine tuning this results list so it's a more manageable. set of funds to look at. So going through here, I know that this prospect also has a strong a nimal welfare values. So I'm going to take this slider bar so that we are also only seeing funds that are in the 50th percentile or greater for the alignment with friends of animals. So now we've got 21 funds. From here, you can click through each of these funds to get a little bit more information. Let's take a look at this one.
Showing shareholder engagement. As well as a heat map, which will show various metrics. So for this particular fund. They got a political spending disclosure in the seventh percentile. Let's take a look at that.
Showing the individual securities within this fund and the information on their accountability. And disclosure of political expenditures.
Even further, you can click on here to see. Where this information was sourced from.
So going back to the fund screener and the list of results I can go through and click on each of these to gain even more information as I start to build out a portfolio for this prospect.