A powerful tool to compare every particular asset against its real & updated peer group in terms of Profit, Popularity, Risk, Costs and ESG. It is based on Machine Learning algorithms to classify assets into real and constantly updated peer groups.

Is there really a better fund in the universe? We don’t believe in better/worst funds or in a global ranking that fits everyone. A unique, dynamic and personalized ranking is what the “Asset vs Peer Group” component provides.

The component gives a quantitative, objective and faithful comparison of a fund with other funds in the same category. Why dynamic? I invite you to try and subtly shift the giving options and see how the ranking also subtly changes accordingly.

Why quantitative? The intelligence underneath does a detailed analysis of the funds price series, delivering those that better achieve robustness.

Why personalized? It provides a ranking that could be ordered by the financial preference the user values the most. For example, would you like to know where your fund is positioned in terms of return against other funds in its same category? Or would you prefer its position in terms of cost? Or volatility? Sustainability? And what about popularity?

The comparison is also visually displayed with a spider graph designed to perfectly understand in which areas the funds stand out (return, risk management, sustainability, cost savings, popularity…).

Intelligence

The smart algorithms that feed the Machine allow personalisation in professional management. Clustering and cutting edge techniques are applied to not only reach robustness in the ranking, but also to be able to take into account the user's wishes and provide a unique,dynamic and personalized ranking.

All the assets in our database (including 68.000 funds, 14.000 stocks, 3.000 ETFs) have been classified into peer groups by using machine learning techniques and quantitative algorithms in order to reduce the complex EFAMA classification into simplified, most used and refined 15 categories.

The result of this methodology is a powerful Database classified into simplest categories to compare each asset against its real peer group.