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Picking the best!

Retrocessions
Saxo Be Invested

Saxo Bank

Or the power of the screener

The amount of information available to an investor continues to grow. This includes not only news and information, but also the number of products. 

There are currently about 50,000 companies listed worldwide. There are about 130,000 mutual funds and just under 9,000 ETFs. In short, an overwhelming amount of choices, which makes it quite difficult to select a stock, mutual fund or ETF. Fortunately, this is where a screener comes in handy. 

A screener is nothing more than a filter that allows you to "slice and dice" a large universe in a way that suits your needs. You can specify within a screener what criteria matters to you and this enables you to search easily and effectively within the overwhelming array of stocks, ETFs and mutual funds.  

For example, if you are looking for funds that do better than their peers on a risk-adjusted basis, or if you are looking for ESG (or sustainable) funds, the screener allows you to do so by respectively selecting the Morningstar rating feature or the sustainability rating feature. In short, a handy tool to make a first selection of potentially interesting funds. 

Where to find the screener on the platform

The search window (top right) allows you to search for underlying assets. Once you narrow the search to, for example, "Stocks", "ETFs" or "Mutual Funds", the screener is available within "ETFs”.  
 
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If you then click on "ETFs", you will be given the opportunity to specify your criteria in the screener. 
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Setting the filters (criteria)

When you click on the "Explore in screener", the screener opens with the ability to set the filters. Then you can save that specific screener. Note that you can always modify the criteria in an existing screener. This means that a screener is not set in stone and can be adjusted whenever needed.
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The available filters

The options available for filtering ETFs are shown below. Be aware that different instruments generally have different criteria available in the screener, as some criteria are relevant for some instruments but not others. For example, the Morningstar rating feature is used for funds but not for stocks, while market cap screening is used for stocks but not for funds.  
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Example of screening

You are looking for a sustainable equity ETF that must meet the following criteria:
o Morningstar rating: 5 stars
o Sustainability rating: 5 globes
o Currency: EUR
o Dividend type: distributing
o Annual return: above -10%. 

After selecting these in the above filter, you will be provided with a list of ETFs that meet your criteria, as shown below:
Picking the best 5
If you take a closer look, you will notice a few things: 
The first ETF is invested in the USA
The second ETF is a healthcare 
The third ETF is a global ETF 
The last 2 ETFs are invested in European stocks.  

In short, with these tightly set criteria, only five ETFs make the cut.  This is down from the thousands of ETFs that are available on the platform. Note that depending on your country of residence, the selection might differ due to the fact that some funds aren’t registered in certain countries.

No buy recommendation

The outcome of a screening does not mean that the screened mutual funds or ETFs are immediately a "Buy”.  Screening should be viewed as a first step that must be followed by a closer look. The second step is a review of the screened funds’ documents, KID or prospectus that are available on the platform. And lastly, selecting a fund on the basis of that review. 

Saving a screener

It is possible to save the set screener by clicking on “Save”, as shown below in yellow. You will then be asked to provide a name for the screener.
 
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You can then find this screener again in the list of previously saved screeners. In this example, it is the bottom one.
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Customise filters
If you click on the "filters" in an existing screener, you can modify the criteria or add others. So, a screener is easily adjustable.

Customise the columns within the screener
It is possible to customise the columns within the screener. You do this by right-clicking on the header of a column. This will appear:
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For example, you choose to insert a column on the left, and here you will see some of the possible columns. This enables you to create a screener with exactly the columns that you need.
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As you can see, you can choose from a range of column headers.

Conclusion

A screener is a handy tool to make the first selection in the overall universe. You can exclude countries, sectors and set minimum requirements for market capitalisation, sustainability ratings and dividend yield, for example. This gives you much more control to invest in stocks, ETFs and mutual funds that you find interesting. In short, screeners are a tool to use.

Disclaimer

The Saxo Bank Group entities each provide execution-only service and access to Analysis permitting a person to view and/or use content available on or via the website. This content is not intended to and does not change or expand on the execution-only service. Such access and use are at all times subject to (i) The Terms of Use; (ii) Full Disclaimer; (iii) The Risk Warning; (iv) the Rules of Engagement and (v) Notices applying to Saxo News & Research and/or its content in addition (where relevant) to the terms governing the use of hyperlinks on the website of a member of the Saxo Bank Group by which access to Saxo News & Research is gained. Such content is therefore provided as no more than information. In particular no advice is intended to be provided or to be relied on as provided nor endorsed by any Saxo Bank Group entity; nor is it to be construed as solicitation or an incentive provided to subscribe for or sell or purchase any financial instrument. All trading or investments you make must be pursuant to your own unprompted and informed self-directed decision. As such no Saxo Bank Group entity will have or be liable for any losses that you may sustain as a result of any investment decision made in reliance on information which is available on Saxo News & Research or as a result of the use of the Saxo News & Research. Orders given and trades effected are deemed intended to be given or effected for the account of the customer with the Saxo Bank Group entity operating in the jurisdiction in which the customer resides and/or with whom the customer opened and maintains his/her trading account. Saxo News & Research does not contain (and should not be construed as containing) financial, investment, tax or trading advice or advice of any sort offered, recommended or endorsed by Saxo Bank Group and should not be construed as a record of our trading prices, or as an offer, incentive or solicitation for the subscription, sale or purchase in any financial instrument. To the extent that any content is construed as investment research, you must note and accept that the content was not intended to and has not been prepared in accordance with legal requirements designed to promote the independence of investment research and as such, would be considered as a marketing communication under relevant laws.

Please read our disclaimers:
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