Printer Friendly Outputs From Screeners/Tables
Under Consideration
Requested by Kevin Silverman at Sterling Partners Equity Advisors - $10,500
Kevin is prepping for a big meeting to present new investment ideas. He's a big fan of the screener in order to generate his investment ideas - he's prepping for an investment committee meeting in which he will be presenting them and would like to print the results of the screen that capture both the filters and the results/data. I recommended Excel but that didn't work for him as it did not display the filters.
I've also received this request from quite a few wholesalers who would like to print from comp tables.
I like this idea
Requested by Mike Resnick at Virtus - Potential $80,000
Requested by Mike Resnick at Virtus - Potential $80,000
Requested by Jeff Kinberg at Lord Abbett $117k
Comes up on almost every call I have with clients in the asset management space.
Requested by Jeff Kinberg at Lord Abbett $117k
Comes up on almost every call I have with clients in the asset management space.
Requested by Hernaldo Rivera at Yorktown Funds - $2,400
Requested by Hernaldo Rivera at Yorktown Funds - $2,400
Requested by Jonathan Burley at Franklin Templeton - Prospect ~$20k
Requested by Jonathan Burley at Franklin Templeton - Prospect ~$20k
Requested by Francesco Ambruoso at Virtus - $146k
Requested by Francesco Ambruoso at Virtus - $146k
Requested by Eric Kirkman at Columbia Threadneedle $2,400 but working on a firm-wide deal.
Requested by Eric Kirkman at Columbia Threadneedle $2,400 but working on a firm-wide deal.
Joanne Mungall - $4,840 - joanne@yourinvestmenthouse.com
Joanne Mungall - $4,840 - joanne@yourinvestmenthouse.com
Requested by Travis Klein at JH- $181k
Requested by Travis Klein at JH- $181k
Requested by Mike Mastromino at Virtus $146,400
Requested by Mike Mastromino at Virtus $146,400
Requested by Dylan Rupp at Virtus $146,400
Requested by Dylan Rupp at Virtus $146,400
Requested by Mike Monk at Hartford Funds- $31,200
Requested by Mike Monk at Hartford Funds- $31,200
Requested by Tom Franco at Virtus - $147,600
Requested by Tom Franco at Virtus - $147,600
Requested by Barry Mandinach at Virtus- $147,600
Requested by Barry Mandinach at Virtus- $147,600
Requested by Flip O'Toole at Pioneer - $4,800
Requested by Flip O'Toole at Pioneer - $4,800
Requested by Phil Shankweiler at Hartford Funds - $33,600
Kyle – thanks for this. This PDF functionality is key to our org. I wonder if there are any plans to provide more customizable PDF reporting?
I have found that the YCharts comp tables provide for a ton of great metrics to be used in one glance –the usefulness is limited a bit if we can’t generate those views/reports for clients.
Sincerely thanks,
Phil
Requested by Phil Shankweiler at Hartford Funds - $33,600
Kyle – thanks for this. This PDF functionality is key to our org. I wonder if there are any plans to provide more customizable PDF reporting?
I have found that the YCharts comp tables provide for a ton of great metrics to be used in one glance –the usefulness is limited a bit if we can’t generate those views/reports for clients.
Sincerely thanks,
Phil
Requested by Jake McCabe at Virtus - $147k
Was specifically looking to use Timeseries.
Requested by Jake McCabe at Virtus - $147k
Was specifically looking to use Timeseries.
Requested by Mike Dearth at Invesco - $60k
Requested by Mike Dearth at Invesco - $60k
Requested by Steve Joslin at Neuberger Berman - $76,500
Requested by Steve Joslin at Neuberger Berman - $76,500
Paul Rossi - $4,800
Paul Rossi - $4,800
Mark Kalinowsky - $3,840
Mark Kalinowsky - $3,840
Robert Vollmer - $3,840
Robert Vollmer - $3,840
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