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Investment Due Diligence

Giving Advisors the
Power to Advise

 

RPAG enables you to deliver thoughtful, plan-aligned, and documented investment due diligence to your clients and prospects.

 

Compare and contrast options at a glance with our proprietary Scorecard System

Uncover opportunities and insights across essential plan lineup options – and support QDIA decision-making – with our TDF (Target Date Fund) Analyzer and Stable Value Fund Analyzer

Document processes and decisions with our integrated fiduciary tools

The RPAG Scorecard System

Our proprietary, widely used Scorecard System assesses investments across a spectrum of attributes, so you can track performance and alignment. The RPAG Scorecard:

 

Leverages modern portfolio theory and quadratic optimization analysis

Flags watchlist items

Includes trended data

Provides perspective with summaries of market and macroeconomic trends

Ensures clarity with straightforward 1-to-10 scoring and a variety of charts and graphs

Target Date Fund (TDF) Analyzer

Our TDF Analyzer makes it easy to compare options, supporting your process for identifying best-fit funds.

 

Assess quantitative and qualitative metrics

Focus searches within risk bands

Identify potential fits (and misfits) with participant-to-glidepath views

Generate client-ready reports in minutes

Stable Value Fund Analyzer

Our Stable Value Fund Analyzer can help you benchmark and report across a variety of key factors, including crediting rate, market-to-book value ratio, average credit quality rating, insurance and wrap provisions, asset allocation, fund size, and manager tenure.

Get the Tools You Need for Intelligent, Effective
Due Diligence

Discover how RPAG can help you spend less time on administration and more on value-add services.