Watch Founder Sean Kruzel walk through the four core components driving the Relative Replacement Score while showing examples of how financial advisors, fund issuers and investment strategies use the head-to-head comparisons to drive actionable analysis
Replacement Quality Score The power of the Portformer Replacement Quality Score lies in its ability to quickly and clearly summarize thorough quantitative comparisons between ETFs, Mutual Funds, and portfolios...
Source: Asset management companies are finding the head to head competition greater than ever as the demand for models is building and consolidation is emerging selectively within the industry. With downward pressure on...
Introducing the Portformer Active Mutual Fund Replacement Score For the past year we have primarily helped financial advisors identify lower-cost, higher quality ETF alternatives for their clients. While this has been...
Use our head-to-head Replacement Scores™ to quickly create client proposals, discover funds, improve model portfolios, and monitor investment plans
Add comment