Investment Due Diligence 

The Scorecard℠ System

Our investment review process is fueled by our proprietary Scorecard System℠, where we rank investments on a 0 to 10 pass/fail criteria (with 10 being the best). Using more than 15 qualitative and quantitative metrics, multiple asset classes, style and peer group rankings, and risk-adjusted return characteristics, we are able to analyze your investments to help produce positive plan outcomes. Highlights include:

  • Investment Policy Statement
  • Investment analysis and review
  • Scorecard investment ranking
  • Quarterly CFA®-authored market summary
  • ERISA 404(a) and 404(c) guidance
  • Investment fact sheets
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