Best Mutual Fund Interactive Application

This interactive tool provides a series of portfolio selection options for clients of the Harmony Private Investment Program, offered by AGF Investments, a division of AGF Management Limited, a Canadian investment solutions firm.

This tool adds both functionality and interactivity to the process of portfolio selection for clients of the Harmony Private Investment Program. Users can select from three options:

• An investor questionnaire, which aids in selecting the appropriate portfolio based on the user’s responses with respect to their investing preferences, knowledge and needs
• An array of seven model portfolios, and
• The option to fully customize a portfolio.

Once the choice is made and the portfolio is selected, the tool displays the selected portfolio tool on the efficient frontier – highlighting the portfolio which provides the best possible expected level of return for a given level of risk. A report can also be generated for the individual user.

Users are also able to mouse over the portfolio allocations to get specific details. There is also a detailed table allowing users to compare annualized rates of return, risk and standard deviation for different asset classes.

All in all, BlueRush built an elegant, strongly intuitive tool which provides information-rich content that supports users in making informed investment comparisons and decisions.

Contributors:

BLUERUSH

Location: Canada