Surface product replacement opportunities by proactively identifying vulnerable investment options within retirement plans.
Coverage:
Plans
In Assets
Funds
Customized Intelligence for Every Plan
Plans are unique. Our model recognizes this by generating customized scores for each fund within each plan. The same fund can score differently across plans based on participant behavior, plan size, and menu composition.
Fund-Level Scores
Evaluate each fund’s vulnerability within a specific plan, providing an objective first step in the evaluation process.
Plan-Level Scores
A single score based on the asset-weighted average of all fund scores in a plan. Prioritize plans with elevated aggregate risk for focused engagement or prospecting.
Fund Scores: 1-10 Scale
Secure position, low replacement likelihood
Average standing, monitor for changes
Vulnerable position, elevated replacement likelihood
Beyond Simple
Performance Screening
Validated against actual fund removal outcomes, the model is both reliable and actionable.
Key Applications
Proactive Management: Address potential issues and opportunities before formal reviews.
Objective Evaluation: Remove subjective judgment from initial screening with data- driven, unbiased scores.
Competitive Intelligence: Build compelling replacement cases using objective scores combined with your own data-driven insights.
Efficiency Gains: Streamline due diligence by focusing resources on high-risk positions (scores 7-10).
Risk Monitoring: Track positions
across plans to engage proactively with stakeholders before concerns arise.
Proprietary Data: Complete, normalized data from 61,000 plans—unmatched depth and exclusivity.
Machine Learning Precision: Sophisticated modeling captures complex relationships across 9-12 factors that drive fund replacement decisions.
Monthly Updates: Fresh predictions every month keep you ahead of market changes.
Integrate predictive analytics into your workflow today. Fund Rationalization Scores are included in MarketPro Retirement.
