Assess fund health with Investment Quality

There’s no denying that performance matters. However, finding the most appropriate fund for your portfolios shouldn’t come down to performance alone. Investment Quality evaluates holdings against nine different areas of focus to identify funds that may require your attention and provides insights into why these funds may have been flagged.

Whether it’s a regular book health check, a transition event or a cross-model family review, see how many funds in your portfolio fall into each “health status” category and consider taking action. Review products and dive deeper into individual funds before making trade decisions.

One of the biggest challenges advisors face when it comes to evaluating the investments across their book is not having enough time. With Investment Quality, efficiently zero in on funds that may require the most attention without the hassle of maintaining custom logic and spreadsheets.