InterScore℠ Investment Analytics

InterServ provides independent fund recommendations and offers neutral, open architecture solutions to fit the needs of its diverse client base.


About InterScore℠ – A Unique Service to Achieve Solid Results

Our InterScore℠ service is used to score and identify those mutual fund managers who are most likely to continue their established history of adding value through their management process. The score uses multiple metrics based on Modern Portfolio Theory (MPT) to calculate a score for any given mutual fund. The score that is identified through our InterScore℠ service is indicative of asset management consistency in the production of excess returns relative to optimal index and peer group.

The score does not just measure performance; it takes into consideration the amount of risk a fund is taking to achieve its investment returns as well as the stability and cost efficiency of the fund. It deploys a proprietary fund benchmarking process, distinguished from the more common “supermarket” approach to fund ranking. Financial intermediaries use the results of our InterScore℠ service as a measurement and analytical tool for decision making, and as part of the delivery of a certified process for retirement plans.

Unique Investment Analysis, Customized Reporting and Recommendations
Professionally developed fund lists and menu comparisons are based on careful analysis and assignment to the correct benchmark, enabling accurate and unbiased monitoring of fund performance and behavior. InterServ Clients receive performance report cards with relevant metrics and investment information.

Asset Allocation Model Creation and Maintenance
InterServ may provide up to 12 standard asset allocation models, by age and by risk. Clients can be provided models with predetermined allocations and fund selections based on the investor’s risk levels and expected returns.

©2006-2010, InterServ®, LLC. All rights reserved. InterServ, LLC is an investment consulting organization and, as such, does not offer to sell or solicit the offer to buy any securities. The information contained herein does not constitute an offer to sell or the solicitation of an offer to buy any security. All processes and analysis are the proprietary intellectual property of InterServ, LLC. Use with the general public may be contrary to federal or local law and all investment professionals must satisfy themselves that their use of the information contained herein complies with federal and local securities laws as well as the compliance programs of any firms with which they may be associated. Please see our Privacy Policy for additional important disclosure information.

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InterServ is a Registered Investment Advisor and a wholly-owned subsidiary of DailyAccess Corporation. InterServ and InterServ, LLC are trademarks of DailyAccess Corporation.