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EFA for Fund managersEFA is so flexible that it can be configured to capture both financial and operating data from multiple analysts, brokers, markets and industries. Fund managers then have a suite of excel tools available to them to interrogate the information, run scenarios based on key industry drivers and search for new investment ideas. |
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What EFA can do for you
EFA helps fund managers:
- Understand and question analysts' assumptions
- Compare in-house, consensus or broker forecasts
- Generate valuation charts on any company in seconds (see video) >>>
- Perform peer comparisons and screen for investment ideas
- Aggregate data at a sector, index or portfolio level, whilst adjusting for different year-ends
- Understand the impact of changes in macro drivers through value chain analysis
EFA supports modeling at the divisional level, which makes it easy to compare divisions across companies and generate value-chain analyses. For more information on this powerful feature, see EFA modeling.



