FundIQ Looks Behind Money Fund Numbers

FundIQ™ is the first and only research product of its kind designed to evaluate five unique risk factors within institutional money market funds and provide treasury professionals with deep, independent due diligence support. Issues regarding portfolio structure, fund sponsorship, shareholder profiles, systemic conditions and fund management can have a major impact on overall fund safety. Sure, there are basic yield reports and agency ratings but, until now, treasurers haven’t had access to the specific due diligence criteria of FundIQ to help them evaluate the appropriateness of money market fund selection.

Capital Advisors Group has partnered with State Street Global Markets' Fund ConnectSM to deliver its FundIQ research via established trading platform technology. Fund Connect can be integrated into most existing treasury workstations to automate treasury workflows and you can set up e-mail alerts to notify you of ratings changes or issues that may require your immediate attention.

The power to assess risk while pursuing performance



Open the door

FundIQ™ opens the door to entirely new perspectives on money fund performance in all its dimensions.

Interested in assessing risk and pursuing performance?
Let us help you.

Contact Jim Cornelius, Executive Vice President, or call us at (617) 581-6953.
Document

Click here to download our whitepaper, which was recently referenced in the SEC’s February 2010 release on money market fund reform (Release No. IC-29132). This paper will explain why FundIQ may be important to you.

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FundIQ at a glance:

  • Covers 15 of the largest AAA rated prime institutional money market funds representing more than $529 billion in fund assets*
  • Deep analyses in 5 major risk categories including: portfolio, sponsor, shareholder, systemic/macro, and advisor/ management risks
  • Monitors more than 40 individual risk variables
  • Direct access to the independent research work of Capital Advisors Group's investment professionals through a partnered fund trading platform
  • E-mail notifications of specific events such as fund downgrades or compliance issues

*Source: iMoneyNet Domestic MarketShare Report as of 8/31/2010.