<<< back to sectors

search, research, invest

stock market
ITI Data Vision is revolutionising the visualisation of data within the Financial Services sector. Many firms have been slow to embrace the advantages that new visualisation technologies can bring – often still presenting data in static, unintuitive and unmanageable formats such as tables.

ITI Data Vision’s innovative data visualisation tools simplify navigation through thousands of investment instruments, quickly filtering and then selecting those that meet your investment criteria. Driven by powerful investment algorithms they transform the investment process:

  • We crunch the numbers so that you don’t have to
  • We compare and contrast different instruments, issuers and asset classes
  • We demystify the investment process for you

Add an ITI Data Vision widget to your website today and revolutionise the way you present your data to your customers, partners and staff.

Exchange Traded Funds (ETFs)

ETFs are set to replace traditional managed funds as the asset class of choice for smart investors – they offer greater diversity, lower fees, trade throughout the day and can have tax benefits.

“Risk is part and parcel of the investment business, but the key is learning the tools of the trade to manage these risks rather than chasing the dream of avoiding them” says Simon Glover, CEO and Founder of the ITI Group “and when constructing and managing an investment portfolio it is important to ensure your investments are diversified to help protect your return.”

The low fees and cost of investing in ETFs provides individuals with a cost effective way to invest in a diverse range of assets that might otherwise be unachievable with traditional funds. So our first product for Financial Services transforms the ETF investment process.

The world of ETFs is a mystery to many investors who are baffled by impenetrable names and providers from outside the familiar world of managed funds and FTSE-100 companies. ITI Data Vision helps you to find your way!

ETF
etfLook screenshot 1

etfLook – look into the world of ETFs

In association with FTSE Group, one of the world’s largest index and associated data providers and wholly owned by the London Stock Exchange (LSE), etfLook lets you “look into the world of ETFs”, monitoring trends, comparing, ranking, sorting and contrasting ETFs according to a variety of useful market metrics:

  • Performance
  • Liquidity including volume, turnover and bid/offer spread
  • Expense and Cost
  • Assets under management (AUM)
  • Tracking Error

Each ETF is represented by a bubble, the size of which is determined by a key attribute, such as AUM and the colour by a key characteristic, such as asset class – focus in on well capitalised ETFs in the sectors that you are interested in.

ETFs are then plotted according to a key attribute, such as 1 year return – pick the attributes that you are interested in.

The entire ETF universe can be co-mingled, or broken out by asset class, provider, currency etc. – filter the universe with laser precision.

Click once on a bubble for headline details, twice to drill through into an ITIDetail factsheet, showing all attributes and characteristics and graphs of performance relative to key benchmarks – favourite the ETFs that most interest you or construct a portfolio of ETFs.
start etfLook

etfLook shot 2
etfHound shot 1

etfHound – hunting out better returns for you

etfHound uses an extended dataset to that used by etfLook, which also contains comparable assets such as mutual funds. In its current incarnation, etfHound then allows mutual funds to be searched and selected and then, when provided with an investment amount (or number of units) and an investment time horizon, returns a list of highly matching Exchange Traded Funds (ETFs).

Matching is based on a mathematical formula that allows actual returns to be correlated over any period of time (usually 12 months), and the universe of ETFs can be restricted to only those with the same investment style and/or currency, or any combination thereof. Matching ETFs are ranked with an absolute score and also a rating.

When an ETF is selected, a graph is prepared that shows the back tested matching. The 2 assets are then compared over any period, based on any investment amount and any predicted rate of return, and a graph produced that plots the assets’ relative performance after fees (management charges and, optionally platform and transaction fees). The graph also shows the upper and lower expected rate of return of the ETF, based on how closely it matched the mutual fund and its bid/offer spread.

The greater diversity, lower fees and lower cost of investing in ETFs makes them the asset class of choice for smart investors – etfHound hunts out the ETFs that best suit their portfolio.

etfHound shot 2