
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