CFRA FUNDynamix is a comprehensive data platform designed for ETF and fund professionals, offering turnkey, web-based access to global ETF data and statistics. It empowers users to screen, visualize, monitor, and analyze data and trends across the entire ETF universe in real-time. Powered by CFRA’s extensive ETF database, FUNDynamix delivers critical, timely insights to product and investment specialists, enhancing investment decision-making and risk management. Users can stay ahead of trends by monitoring ETF flows by asset class or theme, quickly identifying popular and best-performing themes, categories, and individual ETFs. The platform also aids in identifying risks such as concentration, credit, or derivative strategies by examining ETF holdings and analyzing flows and performance at the product level. Integrated CFRA STARs Ratings and Scores (Cost, Reward, and Risk) provide a quick assessment of ETF quality. FUNDynamix offers curated and custom screens and watchlists, including pre-made screens based on trending themes and categories, as well as the ability to screen and compare ETFs using nearly 100 granular themes and factors. It is specifically tailored for Wealth Management users (Platform Managers, Research Teams, Financial Advisors, Compliance & Due Diligence), Institutional Users (ETF issuers, Investment teams, ETF service providers, Risk and compliance), and supports ETF professionals in gaining real-time insight into global ETF trends, flows, and holdings data to identify new product and investment opportunities. The platform features a comprehensive ETF classification framework with nearly 100 unique factors and themes, detailed ETF constituent holdings for risk management, and statistics and analytics on daily returns, fund flows, and trading volume.

Features & Benefits

• Real-time ETF Data & Analytics: Screen, visualize, monitor, and analyze global ETF data and trends in real-time.
• Trend Monitoring & Identification: Track ETF flows, identify popular/performing themes, categories, and individual ETFs.
• Risk & Quality Assessment: Examine holdings for concentration, credit, or derivative risks; analyze flows/performance; utilize STARs Ratings for quality assessment.
• Customizable Screening & Watchlists: Leverage pre-made screens or create user-defined watchlists with nearly 100 granular themes and factors.
• Comprehensive ETF Classification: Utilize a proprietary framework for searching and identifying ETFs across numerous factors and themes.
• Detailed Holdings Analysis: Analyze current and historical constituent holdings and weightings for improved risk management.