Change the Investment Policy of Your Plan

To monitor new funds and assess the best funds for your plan, you need the most comprehensive fund information possible. 

Evaluate the impact of proposed adjustments to the asset allocation of a plan using a wide breadth of databases, benchmarks, and analytics on FactSet.

FactSet’s returns-based Efficient Frontiers analysis focuses on creating optimal portfolios from a set of asset classes and constraints, such as asset returns (historical or expected), risk, and weight. You can use this functionality to monitor investment style and to view how adjustments to that style will affect your overall plan. You can create and view optimal portfolios at various risk/return levels. Use reports and charts over various time frames to focus on their weightings and expected risk and returns.

Communicate results among your team with presentation-ready documents full of qualitative information and quantitative analytics.