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| The KleinPost |
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K4 Plan Goals puts retirement plans on track for participants, sponsors, and fiduciaries. K4 Plan Goals regularly measures the overall health of the plan and provides specific guidance that increases the probability of retirement plan success. |
| For more details about K4 Plan Goals, click here. |
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K4 Portfolio Selection is now available for demonstration and is scheduled for release in the 4th quarter of 2008. K4 Portfolio Selection is a unique suitability and client profiling tool for advisors and their clients. |
| For more details about K4 Portfolio Selection, click here. |
Complete and Unique Investor Suitability and Profiling
Investors' conflicting goals and preferences can complicate the suitability and profiling process. We have heard from many investment professionals that the ideal solution would resolve all these conflicts at once, require only a few, easy to understand inputs, point the investor to a portfolio with the highest probability of achieving the objectives, and do it all in a engaging manner. Klein Decisions introduces K4 Portfolio Selection - read on and see how this may be your ideal solutions. MORE
Many K4 Fund Selection users include R-Squared in their scenarios, but they aren't sure if it should be a scoring factor or a filter. This is an important decision, because it has a major impact on scenario results. Fortunately, the choice doesn't have to be difficult. MORE
Model of the Quarter: Index Funds
How hard can it be to find index funds? They're supposed to look and act like the index and, with the exception of a few subtle differences, they're all essentially the same. But exploiting those "subtle differences" in your scenario may take a little more thought than you'd expect.
Tips from the Klein Bottle
Basic Factor Groups
When using K4 Fund Selection to create a model, some users may be a little overwhelmed by the sheer number of available factors; but there is a simple resolution. By dividing the factors into five specific groups and choosing one or two factors from each group, you can create better models and obtain more logical and consistent results. MORE
Ask Felix: A-Share Filter
What do you do if you want to limit your fund search to A-Shares only? You ask Felix, of course! He can give you a simple way to do it with just one filter. MORE
The ReKleiner
Here are the New Product Offerings and Recent Enhancements, as well as your opportunity to help FIND FELIX and win your very own Klein Bottle! MORE
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Product Highlight - K4 Fund Selection
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Scoring Beats Screening for Mutual Fund Evaluation and Monitoring
For many investment professionals, mutual fund analysis, monitoring, and selection are an integral part of the services they provide. Like all investment decisions, this requires them to consider a number of different and often conflicting attributes. Long-term performance needs to be considered along with expense ratio and risk. Accurately measuring their relative importance and resolving the conflicts between them is a complex and difficult task. In addition, many are measured in different units making aggregation of the results impossible without a sophisticated scoring system. All of this can really only be accomplished with a clearly defined process that is quick, efficient, and objective. That is why these investment professionals need K4 Fund Selection.
K4 Fund Selection is an internet-based tool used to rank, evaluate and monitor mutual funds and ETFs. Unlike the pass/fail search and single point analysis methodologies used in other tools, K4 Fund Selection doesn’t simply eliminate funds based on equally-weighted stand-alone screens. Instead, it gives the user the ability to rigorously, objectively and easily create weighted factor models that score, rank and monitor funds on a number of attributes simultaneously. K4 Fund Selection yields a ranked list of all funds based on all their attributes and the importance the user places on each.
This ranking process not only resolves the major problems of pass/fail hurdles, but also eliminates the need to sort on individual attributes. With K4 Fund Selection’s comprehensive reporting and exporting capabilities, the user can quickly access a wealth of data for documentation, client presentations, and further analysis. When it’s time to re-evaluate or monitor funds, the entire process can be repeated with just a few clicks of the mouse, saving valuable time -- something most investment professionals can really use.
For more information, click here or call us at 919-233-6767.