FundPress

How to add Segmentation Lists

103 views July 30, 2018 November 30, 2018 Leandi Kolver 0

The FundPress Segmentation Lists module enables you to group your funds based on your chosen criteria. This allows you to easily apply fund information, like disclaimers or commentaries, to similar funds and control what types of funds different investor types can see.

 

 

Creating a new Segmentation List

To add a new Segmentation List navigate to FundPress > Segmentation. You will be directed to the Segmentation Lists main page where you will be able to see all your current Segmentation Lists.

Select the ‘+’ icon to start adding your new Segmentation List.

You will be presented with two options: Add Entity List and Add Query List.

An Entity List is a static list to which you will manually add the funds or share classes it should include. Whereas a Query List is a dynamic list that will update automatically based on the criteria you have selected.

Adding an Entity List

To add a Entity List, select ‘Add Entity List’ from the menu.

The New Segmentation Entity List panel will slide out from the right.

Complete the following fields:

  • List Name – The name of your new Segmentation List
  • Description – A description of the type of funds the list will include
  • Entity Type – Choose whether the list will include funds, share classes or both

Once you’ve completed these details, a panel to select the included funds/share classes will appear at the bottom of the screen.

Toggle the edit switch to start adding funds/share classes to the list.

Search for the share classes you would like to add by typing your search into the field labelled: Search and select classes to add.

Select the relevant share classes and click on the ‘+’ icon to add them to the list. Then select SAVE.

Your new Segmentation List will now automatically be mapped to all your digital properties and will go live immediately.

Adding a Query List

To start adding a query list select the ‘+’ icon.

Select the ‘Add Query List’ option.

The ‘New Segmentation Query List’ panel will slide out from the right.

Complete the following fields:

  • List Name – The name of your new Segmentation List
  • Description – A description of the type of funds the list will include
  • Entity Type – Choose whether the list will include funds or share classes. Note that an individual Segmentation Query List cannot contain both funds and share classes.

Once you’ve completed these details, select NEXT.

There are two types of Segmentation Query Lists to choose from – a standard query or a composite query. To access these options, select the arrow next to ‘Build Query’.

You will be presented with two options:

  • Build Query – Standard Segmentation Query Lists allow you to build a Segmentation List by defining the type of funds or share classes the list should include, based on a range of available properties.
  • Build Composite Query – Composite Query Lists enable you to create a new Segmentation List based on two existing lists.

Building a Standard Segmentation Query List

To start building a Standard Segmentation Query List select ‘Build Query’. You will now be able to add the relevant criteria that share classes on the list should meet below, by clicking on the arrow next to ‘Select property’.

Select the relevant property from the pop-up list, then add the data requirements.

Once you have completed the relevant fields, select the ‘+’ icon to add the property as a requirement for the list.

Repeat this process until you have added all the necessary properties. Then click NEXT, and SAVE.

Once saved, FundPress will find all the funds that match this criteria and add them to the list. Segmentation Query Lists are dynamic, so they will update automatically as you add or remove funds from FundPress, or if you edit relevant fund information.

Building a Composite Segmentation Query List

To start building a Composite Segmentation Query List, select the ‘+’ icon and select ‘Add Query List’.

The ‘New Segmentation Query List’ panel will slide out from the right.

Complete the following fields:

  • List Name – The name of your new Segmentation List
  • Description – A description of the type of funds the list will include
  • Entity Type – Choose whether the list will include funds or share classes. Note that an individual Segmentation Query List cannot contain both funds and share classes.

Once you’ve completed these details, select NEXT.

Click on the arrow next to ‘Build Query’ and select ‘Composite Query.

Composite Query Lists enable you to create a new Segmentation List based on two existing lists. You can create a new list with the common funds between the two existing lists, or a new list that subtracts the entities in an exclusion list, from that of your core list. To access these options, select the arrow.

Select your preferred option from the list.

You will now be able to select the two existing segmentation lists you would like to use in this new list by clicking on the arrows.

Once you’ve selected the relevant lists. Select NEXT and then SAVE.

Once saved, FundPress will find all the funds that match this criteria and add them to the list. Segmentation Query Lists are dynamic, so they will update automatically as you add or remove funds from FundPress, or if you edit relevant fund information.

Was this helpful?