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Platform Enhancement: Unit Trust Fund Information

Project type

Platform Enhancement

Date

September 2024

To provide clients with a better investing experience, I coordinated enhancements for Unit Trust counters on POEMS, a trading app, as well as our website. I also communicated these changes out to clients via eDMs, social posts, and in-app posts and push notifications.

1. Updated Performance Data: For greater accuracy, I enhanced our performance data, combining fund returns into a single chart with annualised returns for periods longer than one year.

2. New Risk-Return Metrics: I added key metrics - standard deviation, Sharpe ratio, and Sortino ratio.

3. Dividend yield: I added 12-month dividend yield where we previously showed the dollar amount of dividend paid per distribution.

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