Merrill Edge offers new research experience via launch of Fund Story

Maria Nikolova

Fund Story aims to help self-directed investors more easily evaluate mutual funds and ETFs, including holdings, costs and ratings.

Merrill Edge today introduced Fund Story, which aims to offer a new research experience designed to help self-directed investors more easily evaluate mutual funds and ETFs, including holdings, costs and ratings.

The feature is set to provide investors with a greater understanding of their assets and ultimately assist them in making better investing decisions.

Fund Story allows Merrill Edge’s clients to access a comprehensive overview of what’s held in a fund, including underlying holdings; sector and global exposure; and historical performance. In addition, it enables them to evaluate fund ratings from third-party research providers, including risk ratings that allow clients to understand the level of risk associated with investing in a fund.

Clients can also gain a clear view of the costs of a fund, including fees associated with buying, selling and owning a fund. They are also able to understand how fees are assessed and how they impact returns – including a future value analysis which allows clients to see how fees impact returns over time.

Furthermore, clients can assess whether a fund aligns with their personal values with environment, social, governance (ESG) fund scores from MSCI, a leading provider of investment decision support tools.

In February last year, Merrill Edge introduced a functionality that streamlines and simplifies portfolio analysis and performance review. Merrill Edge’s portfolio story provides clients critical portfolio-monitoring data, education, and insights to help them make more informed investing decisions. The capability builds on Merrill Edge’s streamlined stock research experience, which launched in November 2017 and offers new stock research and analytic capabilities. Through Stock Story, clients have access to jargon-free explanations of the basics of stock research; insights into what may be driving a company’s bottom line and performance; and professional analysis of company stocks.

Read this next

Digital Assets

BlackRock digs further into crypto with metaverse ETF

BlackRock, the world’s largest asset manager with almost $10 trillion in AUM, is set to launch a new metaverse ETF to help investors securely monetize on the booming immersive version of the internet.

Digital Assets

Binance wins license in New Zealand as rival Huobi shutters derivatives

Binance, the world’s largest crypto exchange by traded volume, has obtained licenses to operate in New Zealand, even after rival Huobi shutdown derivatives trading last month due to concerns about regulations.

Retail FX

Hong Kong busts perpetrators of ‘ramp and dump’ scam

Hong Kong’s financial watchdog, the Securities and Futures Commission (SFC), has charged thirteen suspects of market manipulation in a joint operation with the local police.

Institutional FX

TradingView integrates market data from German Tradegate exchange

TradingView announced that it ‎has increased data coverage to allow its users to receive information from ‎and get free access to the intra-day and tick data from Tradegate Exchange.

Retail FX

Spotware Systems introduces Custom Push Notifications for cTrader mobile apps

Spotware Systems, a technology provider for the electronic trading industry, is introducing a new push notification feature to alert mobile users of price swings and market fluctuations through their cTrader app.

Market News

The Week Ahead: 30 September from David Madden, Market Analyst at Equiti Group

Sterling dominated the headlines last week, as there were concerns the UK government might struggle to service its debt.

Inside View

How does the quality of signal providers affect your business?

A must-have onboarding process for brokers with investment services like PAMM, MAM, or copy trading

Technology

DBS deploys Nasdaq Trade Surveillance

“The confidence that markets and our clients have in DBS as a safe and trusted banking group is anchored on our ability to detect and respond to anomalous activity, which in turn calls for a robust surveillance and prevention infrastructure.”

Industry News

SEC charges Justin Costello and David Ferraro for securities fraud and posing as billionaire veteran

The Securities and Exchange Commission charged Cannabis executive Justin Costello and David Ferraro, an associate of Costello’s, for promoting the stock of several microcap companies on social media without disclosing their own simultaneous stock sales as market prices rose.

<