K4 Fund Selection 

K4 Fund Selection uses the patented K4 process to deliver superior fund evaluation in a highly competitive market. Analysts and advisors are assured of objectivity and definitive results without iteration or guesswork. Not only does the K4 process save valuable time, it finds top funds that are eliminated by others, adding value for clients and differentiation from competitors.   
 

  • save valuable time- no iterations, guesswork or additional sorting

  • ensure superior analysis- weighted factors for more precise solutions

  • present definitive results- rank ordering of all potential solutions

  • find solutions others miss- your evaluation is thorough and unique

  • reduce regulatory worries- end-to-end objective process

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K4 Fund Selection: a Smarter Way to Evaluate Mutual Funds

What You
Need to Do

What You
End Up Doing

K4 Fund Selection
Find all the best mutual funds Miss top funds and never know Find the top funds with total confidence none are missed
Objectively rank all funds Spend hours sorting screens for a final list of subjectively ranked survivors Produce an objectively ranked list with your own repeatable models
Present definitive results Explain a subjective process and
justify the results		 Use an end-to-end, easily documented objective process
Differentiate your offering Spend time and effort only to get the same results as your competitors Weighted models produce superior analysis and complete results

Click here to review the K4 Fund Selection attribute list

 

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K4 quickly pinpoints all the top Funds

No iterations, guesswork, or additional sorting

The patented preference-based decision process developed by Klein Decisions quickly pinpoints the top funds  saving time in the selection and due diligence process. K4 Fund Selection does away with the single attribute elimination problems inherent in a screening tool.

 

K4 provides superior fund analysis

Weighted factors for more precise analysis and solutions

With K4 , you can easily assign weights to the factors in the decision. K4 automates and quantifies this process so the model is built quickly and easily and is always consistent and repeatable.  K4 Fund Selection makes it easy for advisors and analysts to select funds that best meet the unique requirements and demonstrate their analytical expertise. 

 

K4 results are definitive, objective, and compelling

Rigorously resolves conflicts and presents a single ranked list of solutions

K4 Fund Selection rigorously resolves any conflicts inherent in this complex decision and considers all the factors and their relative importance simultaneously. The solution is a single ranked list based on all of the criteria and their relative importance. 

 

K4 provides a complete solution set

No elimination, unique solution

Rather than a simplistic screening process that eliminates winners along with losers, K4 provides an all-inclusive solution based on multiple factors. Not only does this ensure a complete analysis, you also create a unique, value-added offering.

 

K4 is easy to implement

On-line application, automated process, and compliance-friendly

With our web-based application, it is easy for you to get started using K4 Fund Selection. And automatic archival of your scenarios facilitates easy recording and retrieval of your client interactions and research. You focus on your core competency, rather than worry about recordkeeping or maintenance of software systems.