Risk Profile Peer Group Benchmarks
Insightful analysis and insights to drive performance and strategy.
MEETING YOUR NEEDS
Risk Profile Benchmark data you can rely on
Whether you’re a fund manager, asset consultant, platform provider or third-party data vendor, having access to like-for-like performance comparisons is critical to evaluating and showcasing performance.
Our risk profile peer group benchmarks offer precise data for fund and portfolio evaluations, enabling data-driven decisions in a fast-changing market. They cover Australian managed investments, investment bonds, retirement income, and super funds, displaying performance data and quartile rankings of benchmark constituents.
FE fundinfo data is trusted by some of the world’s leading fund distributors as their primary source of key fund information, ensuring business continuity and security with supporting robust systems, stringent automated validation processes and dedicated teams to ensure ongoing data integrity.
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Customisable
You have the flexibility to customise your data feeds via our portal – select your funds, fields, format, investments and instrument universe.
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Flexible delivery options
Various delivery options are available including openfunds and FinDatEx, as well as technical specifications covering CSV format, batch files transferred over FTP, SFTP, email, and choice between a full file and delta files, as well as API* (*delivery options may vary depending on the data type).
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Seamless data exchange
We facilitate the seamless exchange of data into your own systems so that your teams can easily access and leverage it anywhere, any time. We also pioneered a global standard (‘openfunds’) together with leading financial institutions, to establish a common industry standard and facilitate the seamless exchange of data.
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Bundle and save
Bundle your benchmark data feeds to receive great discounts, such as an FE Analytics licence to gain the ability to review peer group constituent data for deeper research and insights into underlying holdings.
Peer Group Benchmark universe
FE fundinfo fund classification system
FE fundinfo’s robust classification system groups funds by applying a tailored sector to each, forming peer groups that enable accurate, like-for-like comparison. Each sector is crafted to reflect the asset classes and geographic nuances relevant to local markets, ensuring meaningful insights and comparability for investors.
Our method rigorously defines criteria for each sector, allowing only funds that fully meet the standards to be included. Using comprehensive data from fund groups and regulatory documents, FE fundinfo updates sector classifications to reflect changes in the fund landscape. This dynamic approach means funds are accurately classified, with sector sets regularly reviewed and updated to ensure relevance and alignment with evolving market conditions.
KEY FEATURES
Risk Profile Peer Group Benchmarks
Our benchmark data feeds provide insightful sector analysis.
Like-for-like comparison
Our peer groups consist of funds that invest in the same or similar classification or sector, follow similar investment strategies, or target similar market segments. This allows for focused and standardised investment performance comparison against a more relevant set of competitors with similar strategies.
Risk and return characteristics
Our peer group benchmarks help evaluate the risk-adjusted return of a portfolio to determine the competitive positioning in relation to other funds within the same peer group.
Manager evaluation
For actively managed funds, our peer group benchmarks help evaluate the fund manager’s effectiveness and compare performance in relation to peers with similar strategies.
Investor decision-making
Our peer group benchmarks provide transparency for investors and support investment decision-making by enabling them to assess whether a specific investment is keeping up with its peers in terms of risk and return.
WHAT OUR CLIENTS SAY
How clients are easily accessing and integrating quality-controlled fund data
We loved the opportunity to combine FE fundinfo’s data with our own fund holdings and ETF data to offer our clients a choice of data providers when performing fund or manager research, or building and managing a client portfolio.
Greg King
Senior Director for Wealth Management Strategy, Factset
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