RPAG Back to School | Scorecard Methodology

Picture a report card, but for funds! This simple 10-point numerical scoring system brings the world of fund evaluation right to your desk. 

Similar to how you dissect complex subjects, the Scorecard Methodology empowers you to identify skilled fund managers, fine-tune your due diligence skills, and ensure a smooth journey through the world of fiduciary responsibilities.

The Scorecard Methodology is not just a simple scoring system; it is a powerful and comprehensive toolkit that will revolutionize your approach to fund evaluation. It acts as your trusted companion, providing you with a backpack full of tools necessary for success in the investment world. Just like a diligent student, you will be equipped with everything you need to excel in the art of strategic investment decisions and ace your fund evaluations.

  • Janette Oh, Investment Coordinator, RPAG

One of the key features of the Scorecard Methodology is its ability to create custom benchmarks. With this tool, you can tailor your evaluation criteria according to your specific needs and preferences. This level of customization ensures that you are evaluating funds based on the most relevant and meaningful factors, allowing you to make informed investment decisions.

In addition to custom benchmarks, the Scorecard Methodology allows you to analyze peer groups. This feature enables you to compare funds within a specific category or sector, giving you valuable insights into how a fund performs relative to its peers. By understanding how a fund stacks up against its competitors, you can confidently identify skilled fund managers who consistently outperform their peers.

Furthermore, the Scorecard Methodology provides detailed insights that enable you to delve deep into the performance and characteristics of a fund. Just like exploring various subjects in school, you can uncover hidden gems and potential red flags that may not be apparent at first glance. Armed with these insights, you can make well-informed investment decisions and navigate the complex world of fiduciary responsibilities with ease.

Overall, the Scorecard Methodology is a game-changer in the field of fund evaluation. Its simplicity, combined with its comprehensive nature, makes it an invaluable tool for any investor or financial professional. By utilizing this methodology, you can enhance your due diligence skills, identify top-performing fund managers, and ensure a successful journey through the world of fiduciary responsibilities. So, grab your trusty backpack filled with the Scorecard Methodology's tools and embark on a path to investment success. You'll be amazed at the results you can achieve.

Haven't seen our other Back to School Webinars? View them all below!

RPAG Orientation
Elevate your skills in data analysis and fiduciary tools. Don't miss this opportunity to enhance your retirement planning expertise!
Learn More!

Benchmarking 101
Say goodbye to last-minute scrambling and gain confidence in benchmarking any plan. Streamline your workflow, impress clients, and elevate your benchmarking skills here!
Learn More!

Target Date Tutor
Dive into Target Date Funds (TDFs) and Stable Value Funds, unlocking their secrets and hidden potential. Don't miss this opportunity to become a financial explorer and make informed decisions in the investment world!
Learn More!

AP Advisor Marketing
Learn to create an impactful marketing approach as an RPAG Advisor. Discover the Dos and Don'ts, leverage RPAG's Premium Marketing Content and services, and elevate your marketing game for remarkable business success!
Learn More!


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!

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