Sample Reports

The K⁴ Fund Selection Sample Reports are examples of the output created.  Click on the link below to display a sample in Adobe Acrobat document format.

• K⁴ Summary - displays user's category selection criteria, attribute preferences and results for each product selected for inclusion in the report.
• K⁴ Analysis - details preference results for a particular investment.
• K⁴ Monitor - displays preference results for a specific investment in a format conducive to ongoing investment review.
• K⁴ Profile - a two-page fact sheet displaying quantitative and qualitative characteristics of the fund.
• K⁴ Inputs - a summary of the inputs to the K4 process' category selection and preference steps used to generate the scenario.
• K⁴ Comparison - a side-by-side comparison of over 160 characteristics of the selected products.
• K⁴ Excel Export - directly sends data to Microsoft Excel spreadsheet for up to 25 preferences and filter characteristics and up to 50 funds.

If you are unable to open the Sample Reports, upgrade to the latest version of Acrobat Reader.  Follow the link below and choose the Acrobat Reader download for your computer system.

 

   http://www.adobe.com/products/acrobat/readstep2_allversions.html