Investment Due Diligence
As an RPAG advisor, you're better equipped to help clients with fiduciary responsibility. Our
precise and systematic approach to Investment Due Diligence alone merits membership. Here's some of what you
accomplish:
- Conduct In-depth Investment Analysis
- Automatically Rank Funds with Proprietary ScorecardSM System
- Built-in Investment Logic to Assist in Decisionmaking
- Produce Integrated Investment Policy Statement
- Leverage our CFA-Led Research Team
- Select From 50+ Vendor Products, including Open Architecture
- Monitor Asset Allocation Funds and Models
- Access Quarterly Market Summaries and Research Reports
Best of all, when your clients see the RPAG logo, they know you have a substantial presence and firm behind
you with the proven capability to excel at Investment Due Diligence.
That's why you can rely on our high standards of practice to protect plan sponsors from unplanned risk and
unwelcomed liability.