Investment Due Diligence Reports

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National Retirement Partners provides a comprehensive investment analysis by utilizing multiple tools, including Zephyr's Style Advisor, one of the most robust investment analytical tools available. Each investment is evaluated by more than a dozen different and objective analytical measurements, including:
  • Upside & Downside Capture
  • Style: Correlation & Style Drift
  • Performance: Excess Return & Tracking Error
  • Risk-Return: Standard Deviation, R-squared, Alpha, Beta & Sharpe Ratio
Performing this analysis on a regular basis is essential to documenting compliance with Department of Labor guidelines and minimizing exposure to fiduciary liability.