Thursday, July 28, 2022
HomeMutual FundMFO Premium 2022 Mid-Yr Overview

MFO Premium 2022 Mid-Yr Overview


By Charles Boccadoro

The following MFO Premium webinar will happen Tuesday, July twelfth.

Our premium search software website helps particular person buyers and monetary advisers 1) kind by the huge variety of funds out there at this time based mostly on standards essential to them, 2) keep candidate lists of promising funds to conduct additional due diligence on, and three) monitor threat and return efficiency of their present portfolios.

Along with the current upgrades, described beneath, the webinar will spotlight fund efficiency for the primary half of 2022. Month ending June knowledge ought to put up Saturday, 2 July.

Since our final webinar in January, important upgrades embrace:

  • Fast entry analytics, as described in our June Commentary.
  • Logarithmic scaling choice in MFO Charts.
  • Added MFO Charts to MultiSearch software, as described in our March Commentary.
  • Added Calendar Month Scores to MultiSearch and skill to display by calendar 12 months return APR and drawdown MAXDD.
  • Added RATE Reference Indices to help annuity modeling in PORTFOLIOS software.
  • Added extra show durations to assist assess Fed Taper and Normalization durations. See Definitions.
  • Added 1, 3, and 5 12 months Fund Household Scores to higher assess near-term efficiency of extra established households. See Households.

The morning session will likely be at 11 am Pacific time (2pm Japanese). The afternoon at 2pm Pacific time (5pm Japanese). The webinars will likely be enabled by Zoom. You’re welcome to register for each webinars.

Please use the next hyperlinks to register for the morning or afternoon session. Every will final nominally 1 hour, together with questions.

Listed below are hyperlinks to chart deck and video recording from our final webinar.

Hope you possibly can be a part of us once more on the decision. When you have any matters you’d like mentioned, or basic questions, comfortable to reply promptly through e mail ([email protected]) or scheduled name.

This entry was posted in Charles on by .

About Charles Boccadoro

Charles Boccadoro, BS (MIT), Submit Graduate Diploma (von Karman Institute, BELGIUM). Affiliate editor, knowledge wizard. Described by Common Science as “enthusiastic, voluble and nattily-dressed,” Charles describes himself as “a lately retired aerospace engineer.” He doesn’t brag a few 30 12 months profession that included managing Northrop Grumman’s Quiet Supersonic Platform and Future Strike Techniques tasks, working with NASA and receiving a bunch of trade accolades. Charles is famend for considerate, data-rich analyses and is the driving drive behind the Observer’s fund rankings and fund screeners.

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