RELEASE UPDATE 6.25

We recently released the following new features and upgrades on NGEN Markets (version 6.25):

• NGEN Insights will now show with your own logo. Please note that once you click on any insight, you can also adjust the size of your logo using the buttons provided before you download the image.

• The Compare Securities tab PPT download now includes a new slide for relative returns. This will automatically be added to the PPT if relative returns are turned on in the Main List.

• Client section->Manual Data now allows adding client holdings using the standard ISIN copy/paste method (identical to the Portfolio Section upload). Please note that you do not need to upload anything - just copy/paste from Excel.

• Client section->Manual Data now allows adding client holdings using the standard client holdings download format for distributors on the NJ platform. If you are interested in adding other excel formats, please let us know. We will be releasing an upload for distributors on the Prudent platform soon.

• The Compare Securities tab now also show the NGEN Risk Score and the NGEN Return Score along with the NGEN Fund Score. Please note that there is a collapse button on top of the table if you want to hide these columns.

• The Compare Securities main list background colours have been changed slightly to improve readability of positive/negative numbers.

• The Portfolio Overlap Analysis (both in the Compare Securities and the Portfolio section) now provide an option to hide any rows/columns which don't have overlaps over a certain level (user input). There is also a reset button to remove this filter.

• The drawdown analysis tab in all analytics now supports sorting based on any column header. Please click once to sort descending, and again to sort ascending.

• Custom Benchmarks created in the Benchmark section of any analytics page will now be available to add as a separate security to the Compare Securities tab.

• For Mutual Funds with short positions, the asset allocation tab in individual analytics and portfolio analytics will show a separate Bar Graph bar for Shorts (which can be loaded separately by clicking on the bar).

• For Mutual Funds with short positions, the asset allocation tab in individual analytics shows long and short equity positions together for better readability.

• We have added an 'ALL' checkbox in Funds->AMC for ease of filtering.

• Single Mutual Fund analytics->Asset Allocation->Positions over time now allows sorting based on the holding date column headers.

• Single Mutual Fund analytics->Asset Allocation->Positions over time excel download now also includes sector for equity holdings.

• Single Mutual Fund analytics->Asset Allocation->Positions changes by month now also shows ISIN next to the stock name. This is particularly helpful in the case of ISIN changes to any stock.