1 00:00:00,060 --> 00:00:00,660 Hi.   2 00:00:00,660 --> 00:00:04,292 This video is about how to create a comparison document. 3 00:00:04,292 --> 00:00:07,030 These are designed not just to make fund selection easier, 4 00:00:07,030 --> 00:00:08,520 but also to protect you and your business. 5 00:00:09,660 --> 00:00:12,900 At this point, we’ve already filtered  the market down to a manageable list. 6 00:00:12,900 --> 00:00:17,940 We explain how to do this in our video on how  to add, edit, remove and save your filters   7 00:00:20,640 --> 00:00:23,760 The first thing to do is select the  checkboxes on the left-hand side of   8 00:00:23,760 --> 00:00:25,378 the investments you wish to compare. 9 00:00:25,378 --> 00:00:31,861 To select all investments, simply select the checkbox on the left-hand side of the word 'Offers' in the black row. 10 00:00:32,861 --> 00:00:37,860 This will select all of the funds in your list, and will make the items in the yellow row selectable.   11 00:00:39,300 --> 00:00:43,980 There are a few actions you can choose from in this row, such as INVEST (which allows   12 00:00:43,980 --> 00:00:47,460 you to complete digital application  forms into the selected investments),   13 00:00:48,240 --> 00:00:52,500 MONITOR (which keeps you updated on key changes to the selected investments),   14 00:00:53,220 --> 00:00:57,540 ADD TO PORTFOLIO (which adds the selected investments to a sample portfolio),   15 00:00:57,540 --> 00:01:02,400 and COMPARE FUNDS (which adds the selected investments to a comparison doc).   16 00:01:03,960 --> 00:01:07,680 To remove any funds from your  comparison document (if, for example,   17 00:01:07,680 --> 00:01:11,520 you already know they’re unsuitable), simply  deselect the checkbox next to them. 18 00:01:14,160 --> 00:01:16,320 Next select the COMPARE FUNDS button.   19 00:01:18,060 --> 00:01:20,919 Now you‘ll be taken to your comparison  document. 20 00:01:20,919 --> 00:01:24,960 The first thing to do is to personalise this document to the  client that you’re researching for.   21 00:01:26,280 --> 00:01:30,113 You can do this by selecting the EDIT COMPARISON  button at the top here. 22 00:01:30,113 --> 00:01:34,414 Next to it, you can see two other buttons: ADD TO PORTFOLIO and INVEST. 23 00:01:34,414 --> 00:01:37,200 There’s more on these options in other videos. 24 00:01:38,400 --> 00:01:42,660 Selecting EDIT COMPARISON brings up a pop-up  where you can enter the client’s name,   25 00:01:42,660 --> 00:01:46,980 any pertinent details about the client,  and any other notes you feel are relevant.   26 00:01:48,000 --> 00:01:50,640 You can also add or remove funds  from the comparison document. 27 00:01:50,640 --> 00:01:53,520 When you're finished,  select SAVE COMPARISON. 28 00:01:56,220 --> 00:02:00,000 Below the client details is a record of  how you’ve filtered the market down to the   29 00:02:00,000 --> 00:02:01,336 shortlist you’re comparing. 30 00:02:01,336 --> 00:02:07,870 This is critical for being able to demonstrate that you’ve considered the whole-of-market in your research. 31 00:02:07,870 --> 00:02:10,708 If you compared only some of the funds from the filtered down list, 32 00:02:10,708 --> 00:02:14,940 then any funds you have not  compared will appear here for completeness. 33 00:02:19,020 --> 00:02:23,640 Then there’s a section where you can include which  funds you are recommending and the reasons why -   34 00:02:23,640 --> 00:02:30,223 which can be really important to include if you have to justify your recommendation at any point in the future. 35 00:02:30,223 --> 00:02:31,799 Once you’ve made your decision, 36 00:02:31,799 --> 00:02:35,769 you can return to this text box and remember to select SAVE NOTES when you’re finished. 37 00:02:35,769 --> 00:02:40,059 Below that, the funds are compared side-by-side on over 75 data points 38 00:02:40,059 --> 00:02:43,734 including their fees and our MICAP Impact Scores. 39 00:02:45,300 --> 00:02:49,800 At the very end, you can see an option to view  the individual listing page for each fund.   40 00:02:49,800 --> 00:02:52,980 There you can download our MICAP Reviews  for a deeper dive into them. 41 00:02:52,980 --> 00:02:56,280 And there are also a number of other  actions in the dropdown ACTIONS menu. 42 00:02:59,040 --> 00:03:01,980 When you’re finished, simply select  Print at the top right of the screen, 43 00:03:01,980 --> 00:03:06,240 and print the Comparison Doc to PDF so you  can save it in the client file. 44 00:03:07,560 --> 00:03:10,320 And finally, to access your saved  Comparison Docs at any time, 45 00:03:10,320 --> 00:03:14,220 simply go to My Comparisons, found  under My Research here. 46 00:03:16,020 --> 00:03:19,260 And that's it. Thanks for watching  - we’ll see you in the next video.