1 00:00:00,120 --> 00:00:00,620 Hi. 2 00:00:00,620 --> 00:00:04,703 In this video, we’re going to  look at all of the different features 3 00:00:04,703 --> 00:00:07,144 and functionality of the MICAP Fund Finder. 4 00:00:07,144 --> 00:00:12,584 When you log on to MICAP, you’ll see a list of all the open tax-advantaged funds we have listed, 5 00:00:12,584 --> 00:00:15,360 as can be seen by the Open/Evergreen filter here. 6 00:00:18,060 --> 00:00:19,728 And the Open button here. 7 00:00:22,200 --> 00:00:26,469 Next to that, you can also quickly filter the  market for Verified listings. 8 00:00:26,469 --> 00:00:30,125 These are listings where the fund manager has committed to keep MICAP up to date 9 00:00:30,125 --> 00:00:32,225 with all the changes to the investment. 10 00:00:32,225 --> 00:00:35,460 Next to that, are all the investments  you’re monitoring (more on this later), 11 00:00:36,060 --> 00:00:38,340 and finally any investments  you haven’t viewed yet. 12 00:00:39,780 --> 00:00:43,440 On the left-hand side of the screen, you  can toggle the type of information you can see. 13 00:00:43,440 --> 00:00:48,360 By default, you can see OFFER DETAILS, which  shows the headline details of the investment. 14 00:00:50,100 --> 00:00:55,320 The next section, STATUS, focuses on how long the  investment has been raising funds and 15 00:00:55,320 --> 00:01:00,420 how much it’s raised so far - this is especially useful  for VCTs which can fill up very quickly. 16 00:01:02,160 --> 00:01:05,340 The next section shows the MICAP  Impact Scores for each investment, 17 00:01:05,340 --> 00:01:08,700 with a description of the score visible by  hovering your mouse over the heading. 18 00:01:17,700 --> 00:01:21,120 The REVIEWS section shows you whether  there’s a MICAP Review available on   19 00:01:21,120 --> 00:01:24,180 the Offer and/or the Manager, and  whether it’s already underway. 20 00:01:26,280 --> 00:01:30,240 The APPLY FILTER button here is where you  can choose from dozens of filters to reduce   21 00:01:30,240 --> 00:01:33,120 the visible number of investments  to a more manageable shortlist. 22 00:01:33,120 --> 00:01:37,440 There’s more on this in our video on how to  add, edit, remove and save your filters. 23 00:01:43,143 --> 00:01:48,035 You can sort the list of investments by the  headers you see in the black row here. 24 00:01:48,035 --> 00:01:52,983 Here we’ve sorted the shortlist of unlisted Business Relief funds by their annual target return. 25 00:01:58,560 --> 00:02:02,400 This action bar becomes active if you  select one or more investments 26 00:02:02,400 --> 00:02:04,486 by ticking their checkboxes on the left-hand side. 27 00:02:04,486 --> 00:02:09,844 To select all investments, simply select the checkbox on the left-hand side of the word “Offers” in the black row. 28 00:02:09,844 --> 00:02:14,297 This will select all of the investments in your list, and will  make the actions in the yellow row selectable. 29 00:02:14,792 --> 00:02:17,442 There are a few actions you can choose from in this row, 30 00:02:17,442 --> 00:02:21,901 such as INVEST (which allows you to complete digital application forms into the selected investments), 31 00:02:21,901 --> 00:02:27,380 MONITOR (which sends you email notifications if there are any key changes to the selected investments), 32 00:02:27,380 --> 00:02:31,858 COMPARE FUNDS (which adds the selected  investments to a comparison doc), 33 00:02:31,858 --> 00:02:36,300 and ADD TO PORTFOLIO (which adds the selected  investments to a sample portfolio). 34 00:02:36,960 --> 00:02:41,040 You can find out more about the Invest, Compare  and Add to Portfolio options in other videos. 35 00:02:41,820 --> 00:02:45,900 On the right-hand side of the screen, you can  see two buttons: DOWNLOADS and ACTIONS. 36 00:02:47,040 --> 00:02:50,520 The DOWNLOADS button lets you download the  latest MICAP Reviews of the Manager 37 00:02:51,480 --> 00:02:52,800 and the investment itself. 38 00:02:56,040 --> 00:03:00,180 You can also download the latest investment documents such as the IM or application form. 39 00:03:01,020 --> 00:03:04,920 The ACTIONS button has a number of handy  features. We’ll run through three of them now. 40 00:03:06,360 --> 00:03:10,535 The first two items are Email Promoter and  Request Promoter Callback. 41 00:03:10,535 --> 00:03:15,000 These are perfect if you have any case-specific questions that you want to ask about the investments. 42 00:03:16,021 --> 00:03:20,091 Also, by selecting the next item Monitor, you’ll  receive email notifications when there are any   43 00:03:20,091 --> 00:03:24,000 significant changes to the investment, such as  a change to the investment documents 44 00:03:24,000 --> 00:03:27,737 or a VCT going into its over-allotment facility. 45 00:03:28,269 --> 00:03:31,020 Finally, select the name of any investment on the left-hand side of the screen 46 00:03:31,020 --> 00:03:33,793 to be taken to that investment’s listing page. 47 00:03:35,580 --> 00:03:39,780 From here, you can see over 75 data points on  the investment, broken down in the left-hand column 48 00:03:39,780 --> 00:03:43,860 into Offer Details, Investment  Details, Tax Details and Fees & Charges. 49 00:03:47,640 --> 00:03:51,180 And in the right-hand column, you have  an objective investment summary that’s   50 00:03:51,180 --> 00:03:55,896 perfect for suitability letters, some  key dates, the funds raised history, 51 00:03:55,896 --> 00:04:00,171 a section where you can download the latest  investment documents and MICAP Reviews, 52 00:04:00,171 --> 00:04:06,242 our Impact Scores, and finally a 500-word summary of the  investment written by the investment manager. 53 00:04:12,180 --> 00:04:15,720 Finally, in the top right you have the  option to monitor the investment and 54 00:04:15,720 --> 00:04:19,320 an ACTIONS button that lets you email or request a callback from the promoter. 55 00:04:22,080 --> 00:04:23,230 And that's it. 56 00:04:23,230 --> 00:04:25,956 Thanks for watching - we’ll see you in the next video.