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
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
Thepatented 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.
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.
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.
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.
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.