Introducing Full Disclosure Mutual Fund Risk Database

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James Houston
5 years ago
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1 Introducing Full Disclosure Mutual Fund Risk Database The first and only continuously updated, searchable online database of fund managers risk disclosure

2 02 DG3 has long offered a content analytic tool for the purposes of onboarding clients to our fund content management system. This application analyzes fund content and locates commonalities and anomalies. Year after year, demo after demo, we have heard the same thing. I see how you can do that for my fund content, but can you do it for my peers? One client put it plainly: Our firm has 5 Money Market Funds. Our competitor next door has 50. When we think it s time to make a change to a Money Market risk disclosure, we pore through their prospectuses to see what we can learn. It just makes sense. Enter Full Disclosure The first and only continuously updated, searchable database of mutual fund risk disclosure from the largest asset managers in the country. Users can filter content by asset managers, a specific asset class, risk title, risk text or even date of submission to the SEC.

3 03 Content is delivered within seconds Not only do users get the focused content they need to review in seconds instead of hours, but with a click of a button, they can see exactly what changes their peers made to previously filed risk disclosure. fulldisclosure.dg3.com

4 04 What would you do with the extra hours you d save? Our user-friendly interface is the key to accessing our comprehensive database web accessible 24/7 dramatically reducing the time required to review and assemble peer risk disclosure. Research that used to take hours now takes seconds. Features Filter and search by asset manager asset class risk title risk text effectiveness date Updated nightly

05 Reporting Quickly add chosen risks to reports Export to PDF for offline distribution and review Follow Add a specific risk to a list of Favorites to see when its text changes between reporting

5 05 Reporting Quickly add chosen risks to reports Export to PDF for offline distribution and review Follow Add a specific risk to a list of Favorites to see when its text changes between reporting periods Compare Quickly compare risk text Scan the different ways a peer discloses risks across different asset classes Examine how a risk from a specific peer has changed over time Survey the differences in risk disclosure between different asset managers fulldisclosure.dg3.com

But gathering it and reviewing it for minor differences is a tedious process until now.

6 06 Everybody loves a shortcut. In this business, nobody has time to reinvent the wheel. And why would you? Disclosure information is public knowledge. But gathering it and reviewing it for minor differences is a tedious process until now. Full Disclosure allows you to identify the differences in a few easy clicks. Add to Compare to easily see the text differences between similar disclosure highlighted

7 07 Full Disclosure allows you to compile and download reports from one location. Save the risks you are interested in to Favorites to monitor future changes and compare the text to identify how your chosen peers are modifying their risk disclosure. fulldisclosure.dg3.com

8 Other features COMING SOON Proactively alert users if content they are following changes and allow the users to register key words that they want to monitor. If a peer uses a keyword such as Brexit in their risk disclosure, our subscribers will be immediately notified. For more information visit fulldisclosure.dg3.com, FullDisclosure@dg3.com or call ext. 5 and ask to speak to a Full Disclosure team member Diversified Global Graphics Group DG3

Fannie Mae Connect Release Notification

Fannie Mae Connect Release Notification June 26, 2017 During the weekend of June 24, 2017, Fannie Mae will implement Fannie Mae Connect Version 7.0, which will provide a new, easy-to-use design and layout.