FiRM INVESTMENT MONITORING REPORT

The FiRM Investment Monitoring Report provides you with the key information necessary to have a successful investment review meeting with your plan sponsor. The reports include your Company name and logo, and the client’s name. Each reporting package includes 4 levels of reporting.

• Executive Summary - provides, bottom-line information on overall pass-fail, overall criteria score and “management risk” (identifies when a fund family is involved in the mutual fund scandal)
  
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• Portfolio View - provides an easy to understand graphical view of equity and fixed income fund style coverage.
  
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• Fund Criteria Detail - provides each fund's score against individual evaluation criteria and includes peer averages and benchmarks for comparison. Includes color-coded pass/fail indicators to make it extremely easy to read and interpret the report.
  
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• Fund Detail - one page per fund, this report provides key additional information such as historical quartile rankings against peers, fund composition information, rolling quarter performance over the past 3 years, style box holdings allocation information, and risk/return analysis.
  
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• Meeting Notes – a meeting notes document designed to be used during any client review meeting, to help your client document any review points and action items discussed during the meeting.
  
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For a sample copy or a free trial use of the Investment Monitoring Report, contact us at info@fiduciarymanagement.com.