Janette Oh is back for another lesson on our Scorecard! The RPAG Scorecard was created as a way for us to evaluate funds by looking at a multitude of criteria. The end result is a straightforward 10-point numerical scoring system that can be used to monitor funds as well as managers. Starting its roots all the way back in 2001, we have perfected the Scorecard to give you an easy way to score a plan’s fund lineup.
In this class, Janette will teach you:
- The strategies behind the scorecard
- How the funds are categorized
- Other solutions that can assist in fund research and due diligence.
Enroll in this course ASAP so you can learn how to easily explain to your plan sponsors why you picked or are changing the funds in their plan.
September 25, 2024 at 10:00 AM PST / 1:00 PM EST
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Janette Oh is a Senior Investment Coordinator at RPAG. She is responsible for providing investment support and education to RPAG members as well as overseeing integral work like our quarterly process. |
Looking for more information?
Contact the RPAG Support Team support@rpag.com, to learn more about RPAG, get help with our platform, or anything else!
