Lean on our team of specialists to provide an independent, customized analysis of portfolios, funds, separately managed accounts (SMAs) or exchange-traded funds (ETFs). This service is designed to help identify portfolio strengths and weaknesses, understand allocations, and identify gaps to potentially improve risk-adjusted returns.
Requested reports can include any/all of the following:
Individual and competing fund analysis
Gain insights on strategy composition, risk, correlations and performance
Identify manager complement or replacement opportunities
Potentially improve risk-adjusted returns to strengthen investment models
Get a clear view of manager performance over multiple time periods via risk, return, category peer group ranking, and MPT statistical analysis
Help ensure efficient investment decisions while confirming portfolio diversification
Analyze models to identify potential sources of portfolio bias, volatility or investment overweight/underweight
Stress-test performance during periods of extreme market volatility to better understand what clients may experience during market corrections
Consolidate multiple investments into a high-level portfolio view
Work with your Nationwide wholesaler or call 1-877-877-5083 to request a custom portfolio analysis based on your desired level of detail.