Products April 17, 2003

New SMA and Mutual Fund Analysis Tools Hits the Market

April 17, 2003 (PLANSPONSOR.com) - Financial advisors have a new tool to consider from Effron PSN and Analytic Engines, Inc. when determining how separately managed accounts and mutual funds stack up.
Reported by

The partnership has announced the launch of PSN Structured Managed Asset Rating Tool (SMART). SMART offers a method for analyzing a variety of managed assets such as separately managed accounts and mutual funds, according to a news release.

The duo developed the proprietary scoring technique to provide an environment closely related to a rating framework.  This is done through offering financial advisors a more complete picture of ratings on a broad set of factors, instead of providing a single rating on an investment product.

SMART can be delivered in ASCII files, macro-equipped spreadsheets to facilitate screening and plotting, or through the Web.  The first two delivery mechanisms are currently being offered, while the Web-based platform is expected to be available in the third quarter.

More information can be found at Effron PSN’s Web site: http://www.effron-psn.com .

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