Latest Kurtosys release introduces new Segmentation List features

We’re excited to announce the latest Kurtosys release which comprises enhancements to the Segmentation Lists module that will help you improve the accuracy of your data while saving time.

FundPress Segmentation Lists allows you to group your funds for display. Once set up you can use these segmentations when configuring fund display aspects such as commentaries and disclaimers. You can also use Segmentation Lists to control the fund or share class data that can be shown to different investor groups on your website. Previously Segmentation Lists had to be created manually by adding the relevant funds and share classes to the lists.

With this release, you are now able to build Segmentation Query Lists that will update dynamically based on your chosen criteria – giving you even greater control over how you’d like to segment your funds and share classes.
There are two types of Segmentation Query Lists to choose from – a standard query or a composite query.

Standard Segmentation Query Lists

When building a standard Segmentation Query List you are able to choose from a range of properties, to describe the type of funds or share classes the list should include. Available options include properties like, Fund Launch Date, Currency, Minimum Investment Amount and Class Code.

Once the parameters have been defined 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.

Composite Segmentation Query Lists

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.
This is useful if, for example, you have a list of inactive funds that you update regularly which you would like excluded from a particular segmentation list. FundPress will automatically update your Composite Segmentation Query List as you add/remove funds from your exclusion list.

Automatic Updates

As mentioned above, both types of Segmentation Query Lists are dynamic and will update automatically if any data is changed. This means that you no longer have to manually update your segmentation lists – all you have to do is update the fund data – which greatly reduces room for error.

Once fund data has been updated, your Segmentation Query Lists will automatically refresh and the data will be pulled through to all your digital properties like fund explorers, commentaries and disclaimers.

In addition, this release also includes the ability to delete segmentation lists you are no longer using.